Practice Finance Support Specialist

1 week ago

San Francisco, California, United States U.S. Bank National Association Full time
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.


The Practice Finance Support Specialist is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S.

Bank relationship or client prospect while working under the direction of Practice Finance Business Development Officers and Practice Finance Relationship Analysts.

Supports sales teams in executing a One Bank strategy and growing market share.

Responsible for retaining and deepening client relationships by providing exceptional client experience and support that is knowledgeable, timely and professional.

Proactively works to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that realize clients' unmet needs.

Has primary responsibility for risk and compliance requirements by ensuring timely and accurate compliance to procedural, policy and regulatory requirements.


The Practice Finance Support Specialist is responsible for submitting new deals via the CRM software, working directly with the client and partners to collect required information to close the deal, and leads the funding components for customers.


  • Basic Qualifications
  • Associate's degree, or equivalent work experience
  • Typically five or more years of jobrelated experience
  • Preferred Skills/Experience
  • Considerable knowledge of departmental and bank products and services
  • Proven customer service and problem resolution skills
  • Effective interpersonal, verbal and written communication skills

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits:


Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Shortterm and longterm disability
  • Pregnancy disability and parental leave
  • 401(k) and employerfunded 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

EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.


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.

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.


Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.

Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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