Small Business Specialist 3

U.S. Bank

. Demonstrate excellent customer service in accordance with U.S.

Posted 9/22/2026full-timeNapa • California • United StatesMid-LevelSenior💰 $35 - $43 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and consultative sales, with a strong focus on developing and maintaining relationships with small business clients. Proficient in banking operations, financial solutions, and compliance with banking policies and procedures.

Highest-signal resume keywords

Customer Service ExcellenceConsultative Sales ExperienceBusiness Development SkillsBanking Operations KnowledgeEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsCash Flow ManagementBusiness Credit UnderwritingAccount OpeningSales Activities

Soft Skills

Relationship BuildingCollaborationProblem Solving

Tools & Technologies

Digital Tools

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

U.S. Bank Core ValuesBank PoliciesCustomer RelationsCommunity RelationsCompliance

About the role

Key responsibilities & impact

Demonstrate excellent customer service in accordance with U.S. Bank Core Values
Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
Deepen existing customer relationships through routine calling
Develop new relationship opportunities through business development activities
Combine digital tools with strong human connections to offer solutions to business customers
Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
Open accounts and identify and open product solutions
Service and maintain customer accounts
Develop internal and external relationships
Collaborate with branch partners, centers of influence, clients, and other business line partners
Refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs

Requirements

What you’ll need

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 ability to convey business recommendations effectively
Ability to work from a U.S. Bank location five days per week
Ability to drive two 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
Compliance with applicable employment eligibility verification and background check requirements

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