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Small Business Specialist

Job in Cupertino, Santa Clara County, California, 95014, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-20
Job specializations:
  • Sales
    Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Small Business Specialist 3

Responsibilities

  • Demonstrating excellent customer service in accordance with the U.S. Bank Core Values
  • Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
  • Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities
  • Combines digital tools with strong human connections to offer solutions to business customers
  • Requires outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
  • Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment
  • Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners
  • Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs
Requirements
  • 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
  • Basic knowledge of cash flow management and business credit underwriting
  • Effective written and verbal communication skills and can convey business recommendations in an effective manner
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