Small Business Support Specialist 2 - Tempe, AZ

U.S. Bank; Tempe (AZ); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Holiday pay

Adoption assistance

Sick leave

Parental leave

Job summary

U.S. Bank in Tempe, AZ seeks a Small Business Support Specialist to deliver centralized client service and operational support for assigned portfolios.

You will assist with loan intake, onboarding, and documentation while coordinating with underwriting, operations, and partners to ensure timely, compliant client experiences. The role emphasizes risk-conscious support, excellent communication, and onboarding for deposits, credit cards, and treasury management solutions within a centralized Small

Qualifications

• Associate degree or equivalent experience.
• Three to five or more years of related banking, client service, operational support, lending support, or small business banking experience.

Responsibilities

• Provide centralized client service and operational support for Small Business Relationship Managers and their assigned small business portfolios.
• Support loan intake, documentation collection, account opening, client onboarding, renewals, exceptions, covenants, collateral reporting, and other portfolio follow-up activities.
• Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and other internal teams to advance client requests and clear outstanding conditions.
• Research and help resolve client servicing needs, including loan maintenance, overdrafts, payoffs, payments, account maintenance, wire transfer support, and documentation follow-up.
• Maintain accurate and timely information in applicable systems, including Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, and other department-specific tools.

Skills

Client service

Operational support

Lending support

Relationship support

Communication

Education

Associate degree or equivalent experience

Tools

Salesforce

Fusion

nCino

Hogan

AFS

WebKYC

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description The Small Business Support Specialist is responsible for providing high-quality client service, operational execution, and lending support to Small Business Relationship Managers NMLS and their assigned small business portfolios. The role supports clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million, by helping coordinate account servicing, loan administration, documentation, onboarding, renewal support, and issue resolution. This position enables Small Business Relationship Managers to spend more time on proactive relationship management, client deepening, prospecting, and portfolio growth while ensuring consistent, timely, and compliant client experience. The role combines the client service, operational, risk, and procedural discipline with selected portfolio and credit support responsibilities commonly performed in partnership with relationship managers. While not intended to own relationship sales goals or serve as the primary banker, the Small Business Support Specialist plays a critical role in supporting lending execution, maintaining portfolio discipline, coordinating across internal partners, and identifying opportunities or concerns that should be elevated to the Small Business Relationship Manager.

What you’ll do

• Provide centralized client service and operational support for Small Business Relationship Managers and their assigned small business portfolios.
• Support loan intake, documentation collection, account opening, client onboarding, renewals, exceptions, ticklers, covenants, collateral reporting, and other portfolio follow-up activities.
• Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and other internal teams to advance client requests and clear outstanding conditions.
• Research and help resolve client servicing needs, including loan maintenance, overdrafts, payoffs, payments, account maintenance, wire transfer support, and documentation follow-up.
• Maintain accurate and timely information in applicable systems, including Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, and other department-specific tools.
• Support account opening, product implementation, and onboarding activities for deposits, credit cards, digital access, treasury management referrals, cash management support, and other core small business banking solutions.
• Recognize client needs, documentation gaps, operational risks, or relationship deepening opportunities and elevate them to the appropriate Small Business Relationship Manager or partner.
• Provide timely, professional communication with clients and internal partners to support product installation, documentation completion, issue resolution, and client satisfaction.
• Participate in client calls, portfolio reviews, pipeline meetings, exception meetings, audit preparation, and operational huddles as needed to support execution discipline and consistent client outcomes.
• Contribute to procedural documentation, best-practice sharing, onboarding, training, and team effectiveness within the centralized Small Business Support team.

Role expectations and requirements This role is based in Tempe, AZ and is part of a centralized support team reporting to the National Small Business Support Specialist Leader. The role supports Small Business Relationship Managers across all regions and is not intended to own relationship sales goals or serve as the primary banker for assigned clients. The role actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting, account opening, lending, documentation, and regulatory requirements, policies, and procedures. The role actively participates in required corporate and business line training, follows account opening and documentation procedures, and understands internal suspicious activity referral requirements and processes as required for the position. The role may perform other duties as assigned.

Required Qualifications:

• Associate degree or equivalent experience
• Three to five or more years of related banking, client service, operational support, lending support, or small business banking experience

Desired Qualifications:

• Knowledge of small business banking operations, account servicing, lending support processes, documentation requirements, bank products and services, and applicable policies and procedures obtained through training and experience
• Demonstrates strong client service, problem resolution, organization, follow-up, written communication, and interpersonal skills
• Possesses the ability to work effectively with clients, Small Business Relationship Managers, underwriting, portfolio management, operations, branch partners, and other internal business lines to support client outcomes
• Proficiency with department-specific systems and Microsoft Office applications; experience with Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, or similar systems
• Credit support knowledge, broader understanding of risk controls and regulatory requirements, greater autonomy, and the ability to support more complex client relationships and portfolio activity

Benefits:

• Healthcare (medical, dental, vision) Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities
• Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $22.50 - $30.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment.

U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.