Small Business Banking Specialist: Growth & Relationships

U.S. Bank; San Diego (CA); On-site; USD 100,433,000 - 122,725,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability (short-term & long-term)

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Mira Mesa, San Diego, CA seeks a Small Business Specialist 3 to deliver excellent customer service and provide comprehensive financial solutions to small businesses.

The role emphasizes building relationships, prospecting for new business, and partnering with branch teams to reach growth targets. The position requires two hours of driving per week, a Bachelor's degree or equivalent, and 3+ years in customer service or sales.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically three or more years of customer service, consultative sales and/or prospecting experience.
• Comprehensive knowledge of applicable bank and branch policies, procedures and support systems.
• Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations.
• Effective written and verbal communication skills.

Responsibilities

• Provide excellent customer service and financial solutions to small business customers.
• Develop existing relationships and generate new business through prospecting.
• Conduct outside prospecting and sales activities to meet targets.
• Open accounts and facilitate product solutions.
• Collaborate with branch partners and other business line partners.

Skills

Customer service

Consultative sales

Prospecting

Communication skills

Relationship building

Education

Bachelor's degree or equivalent work experience

Tools

CRM systems

Banking software

Cash flow knowledge

Job description

U.S. Bank in Mira Mesa, San Diego, CA seeks a Small Business Specialist 3 to deliver excellent customer service and provide comprehensive financial solutions to small businesses.

The role emphasizes building relationships, prospecting for new business, and partnering with branch teams to reach growth targets. The position requires two hours of driving per week, a Bachelor's degree or equivalent, and 3+ years in customer service or sales.