Small Business Digital Application Specialist

U.S. Bank; San Francisco (CA); Híbrido; USD 33.000 - 44.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Disability insurance

Descripción de la vacante

U.S. Bank is seeking a Digital Applications Support Specialist in San Francisco to assist small business customers with digital onboarding and application servicing.

You will guide users through the application process, suggest next steps to maximize completion rates, and coordinate with sales, service, and support teams. The role requires strong customer service, familiarity with business banking products, and proficient use of Salesforce and Microsoft Office.

Formación

• High school diploma or equivalent.
• Typically two to three years of customer service, sales and/or prospecting experience.
• Thorough knowledge of Business Banking products, policies and support systems.
• Proficient navigation of software including Microsoft Office.
• Ability to manage multiple tasks and deadlines; strong data interpretation.

Responsabilidades

• Assist small business customers with digital application servicing, processing, and routing to sales/service/support teams.
• Use CRM systems to track interactions and referrals.
• Maintain knowledge of banking products to answer inquiries accurately.
• Log customer interactions and funnel activity in Salesforce and internal apps.
• Uncover cross-sell and referral opportunities for deposits and credit products.
• Submit referrals to drive sales funnel completion.
• Ensure all interactions comply with banking policies and regulatory requirements.
• Collaborate with teams to optimize processes and customer experience.

Conocimientos

Customer service

Sales

Prospecting

Educación

High school diploma or equivalent

Herramientas

Salesforce

CRM

Microsoft Office

Descripción del empleo

U.S. Bank is seeking a Digital Applications Support Specialist in San Francisco to assist small business customers with digital onboarding and application servicing.

You will guide users through the application process, suggest next steps to maximize completion rates, and coordinate with sales, service, and support teams. The role requires strong customer service, familiarity with business banking products, and proficient use of Salesforce and Microsoft Office.