Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Digital Sales Specialist is a digital-first sales professional focused on supporting small business clients through inbound channels like phone, chat, and online inquiries. This role acts as the first point of contact for entrepreneurs researching products, responding to marketing, or seeking guidance on business banking solutions. Specialists use a collaborative approach to help clients explore and select the right financial products while delivering a seamless, professional, and confidence-building experience.

Responsibilities

Engage small business clients through inbound calls and digital channels, providing warm, professional, and efficient service.
Conduct needs-based discovery to understand business structure, goals, eligibility, and product fit.
Present eligible business banking products clearly and accurately; guide clients through digital applications and online tools.
Support lending, deposit, card, and line-of-credit conversations using an integrity-based sales model.
Utilize Next Best Action strategies to determine appropriate transfers, support needs, and client pathways.
Maintain accurate and timely Salesforce documentation, including contact tracking, opportunity updates, and lead management.
Review and manage your sales pipeline daily; update records promptly to support forecasting and follow-through.
Participate in team huddles, coaching sessions, and ongoing skills development to strengthen product knowledge and sales capability.
Follow AWS status guidelines to remain available for inbound contacts and ensure smooth queue management.

Requirements

A client-first mindset with excellent communication and active listening skills.
Ability to simplify complex financial products and guide clients with clarity and professionalism.
Strong digital comfort — navigating web tools, online applications, and CRM systems confidently.
Organized, disciplined approach to documentation, pipeline management, and follow-through.
Ability to thrive in a fast-paced, inbound-driven sales environment.
Commitment to continuous learning, coaching, and personal development.
Bachelor's degree, or equivalent work experience
Typically three to more years of customer service, sales and/or prospecting experience
Experience in sales, customer service, financial services, or digital support roles.
Familiarity with Salesforce or similar CRM systems.
Understanding of small business financial needs or products.
Comprehensive knowledge of applicable bank and branch policies, procedures and support systems
Comprehensive knowledge of cash flow management and business credit underwriting and demonstrates the ability to confidently communicate with underwriters
Demonstrated written and verbal communication skills and can convey business recommendation in an effective manner
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Skills

Digital proficiency
Sales
Customer service
Communication
Active listening
Digital tools navigation
CRM systems
Salesforce
Pipeline management
Documentation
Coaching
Financial product knowledge
Business banking solutions
Lending
Deposit accounts
Credit cards
Lines of credit
Next Best Action strategies
AWS status guidelines

Location

U.S. Bank location(s)

Work Type

Hybrid
Full-time

Experience Level

Three to more years of customer service, sales and/or prospecting experience

Education Level

Bachelor's degree or equivalent work experience

Salary/Compensations

$33.01 - $40.35

Benefits

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
Pension

About the Company

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.

Equal Opportunity

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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 arrest and conviction records for employment.
U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.
U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).
In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.