Demonstrates expertise in providing comprehensive financial solutions for small businesses, with a strong focus on relationship management, consultative selling, and compliance with banking regulations. Proficient in translating complex financial information into actionable recommendations to meet client needs and achieve growth targets.

Highest-signal resume keywords

Small Business Banking ExperienceConsultative SellingRelationship ManagementFinancial Solutions DevelopmentCompliance with Banking Regulations

About the role

Key responsibilities & impact

Serve 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
Typically support two to three branch locations
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 client priorities and align products and services to growth, efficiency, and risk objectives
Recommend business deposit, lending and credit, treasury management, payment, business credit card, digital, and cash-flow solutions
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
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
National Mortgage Licensing Service registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Ongoing compliance with all legal or regulatory registration requirements
Maintaining a satisfactory criminal and credit record
Strong written and verbal communication skills
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 comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisSales StrategyProduct KnowledgePipeline ManagementRisk AssessmentBusiness DevelopmentCustomer ServiceTreasury ManagementCash-Flow SolutionsCredit Analysis

Soft Skills

Strong Communication SkillsProactive OutreachConsultative ApproachRelationship BuildingDisciplined Follow-Through

Tools & Technologies

CRM SystemsBanking SoftwareFinancial Modeling ToolsDigital Banking Solutions

Certifications & Qualifications

Bachelor’s Degree in BusinessNational Mortgage Licensing Service RegistrationCompliance with S.A.F.E. Act

Industry Keywords

Small Business FinancingBanking OperationsResponsible Banking PracticesCommunity RelationsRegulatory Compliance