CareerPlan

Small Business Specialist 3 - Rochester, MN

Rochester, MN, USFull-time2026-09-29 → 2026-11-12
Based in United States

Core

Provide comprehensive financial solutions and sales services to small businesses with annual revenues between $500K and $2.5 million.

Role type

Small Business Banking Specialist

Builds

Financial products and accounts for small business clients

Domain

Banking / Small Business Finance

Deliverable

product features

Required skills

consultative sales, outside prospecting, customer relationship management, account servicing, business credit underwriting, cash flow management

Preferred skills

knowledge of banking policies and procedures, community relations, effective written and verbal communication

Responsibilities

Demonstrate excellent customer service, deepen existing customer relationships through routine calling, develop new relationship opportunities, perform outside prospecting and sales activities, open accounts and identify product solutions, collaborate with branch partners and business line partners

Seniority

Mid-level, hands-on IC