Demonstrates expertise in providing comprehensive financial solutions for small businesses, with a strong focus on customer service, consultative selling, and relationship management. Proficient in translating complex financial information into actionable recommendations while achieving sales targets and maintaining CRM discipline.

Highest-signal resume keywords

Small Business Banking ExperienceConsultative Sales SkillsFinancial Solutions KnowledgeCustomer Relationship ManagementBilingual Spanish/English

About the role

Key responsibilities & impact

Demonstrate excellent customer service while serving as the primary Small Business Banking partner for assigned branches and relationships
Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
Support typically two to three branch locations as a dedicated resource for branch teams
Address complex small-business client needs and opportunities
Build and deepen client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through
Translate financial information, cash-flow dynamics, client goals, operating-cycle considerations, and risk indicators into practical guidance and solution recommendations
Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
Identify stated and unstated client priorities and align products and services to growth, efficiency, and risk objectives
Articulate solution value, trade-offs, and next steps
Offer appropriate small-business solutions, including business deposits, lending and credit, treasury management, payment solutions, business credit cards, digital tools, and cash-flow tools
Develop internal and external relationships with branch partners, centers of influence, clients, and other business-line partners
Maintain relationship ownership and coordination through handoff, decision, follow-up, activation, usage, and demonstrated client value
Share referral outcomes, successful sales and service practices, and insights on newly established small-business relationships with assigned branches
Balance acquisition, relationship deepening, and service while maintaining CRM discipline and responsible banking practices

Requirements

What you’ll need

Bachelor’s degree in business, Accounting, Finance, or equivalent experience and job-related experience
Three or more years of customer service, consultative sales, networking, prospecting, and/or small-business banking experience
Excellent customer service in accordance with the U.S. Bank Core Values
Comprehensive financial solutions knowledge for small businesses with annual revenues between $500K and $2.5 million
Strong written and verbal communication skills
Ability to convey business recommendations effectively
Understanding of banking operations, product knowledge, sales, new business development, customer service and relationship management, community relations, pipeline management, and responsible banking practices
Ability to work from a U.S. Bank location five days per week
Ability to drive 2–10 or more hours per week
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies
Applicants must be able to satisfy applicable employment eligibility verification requirements
Bilingual Spanish/English preferred

Benefits

Comp & perks

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
Incentives based on employee production under the applicable incentive plan
Equity stock purchase
Recognition programs
Pension
Disability accommodations during the application or hiring process

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial SolutionsSales DevelopmentBanking OperationsPipeline ManagementBusiness DepositsLending and CreditTreasury ManagementPayment SolutionsCash-Flow ToolsBusiness Credit Cards

Soft Skills

Excellent Customer ServiceStrong Written CommunicationStrong Verbal CommunicationConsultative SellingRelationship Building

Tools & Technologies

CRM SystemsDigital Tools

Industry Keywords

Small Business BankingCommunity RelationsResponsible Banking PracticesU.S. Bank Core ValuesEmployment Eligibility Verification