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Specialist-small business skills for your resume and career

15 specialist-small business skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Ensured each customer received outstanding customer service by providing friendly assistance and provided suggestions based on customer needs.
- Maintain and deepen relationships with Small Business customers by creating product interest and providing excellent customer service.
2. Customer Relationships
Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.
- Nurtured and expanded existing customer relationships through routine calling activity and cultivated new business banking relationship opportunities through business development activities.
- Performed exceptionally in deepening and building customer relationships by delivering a world class experience to each and every customer.
3. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Facilitated seminars with UMSL's Small Business Development Center educating new entrepreneurs on business start up measures and financial planning options.
- Promoted to a specialty business development position, working directly with small business clientele.
4. Business Portfolio
- Manage branch's business portfolio to ensure profitability, by establishing quality relationships and recognizing potential fraud and risk.
- Created and maintained a business portfolio to provide benefits for business customers while increasing sale opportunities.
5. Business Administration
Business administration is the management of a commercial firm. It incorporates all aspects of supervising and overseeing business operations. Considering the leadership and management perspective it unfolds into the fields of accounting, finance, quality assurance, data analysis, sales, information-technology management building administration, design, development, project management, research and development, and marketing.
- Referred business loan applications to the U.S Small Business Administration.
- Provided management direction and control of business administration regarding all fiscal activities including leasing of space to non-State entities.
6. Business Accounts
- Manage a portfolio of business accounts in order to asses the product needed to maximize the customer relationship with the bank.
- Performed customer servicing while supporting Sales, Operational, and Financial Services activities; including processing all new business accounts.
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A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Completed postings and reconciliation of accounts to ensure accuracy and issued monthly and annual financial statements to ensure client financial solvency.
- Reviewed client financial statements and applications for credit recommendation.
8. Cash Flow
- Worked with small to medium sized business owners to help optimize day-to-day business transactions and increase cash flow efficiency.
- Helped business owners manage and increase their cash flow by streamlining their expenses and offering new means to capital.
9. Loan Applications
A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.
- Profiled and took qualified Business and Consumer loan applications ranging from personal loans to commercial real estate loans.
- Prepare necessary documents for loan applications on products raging from personal loans to commercial real estate.
10. Business Clients
- Delivered comprehensive and customized business banking products and solutions tailored to the financial needs of business clients.
- Developed and maintained portfolio of business clients to identify and achieve new sales opportunities.
11. Client Relationships
- Prospect new retail and business client relationships while identifying opportunities to enhance existing relationships.
- Prospected opportunities to gain business revenue and client relationships.
12. Financial Products
Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.
- Provided business and consumer financial products and services to 3-5 small businesses and 5-10 consumer customers on daily basis.
- Defined and recommended the most appropriate financial products and services that would enhance customer values and business success.
13. Business Sales
- Contribute to increased small business sales by identifying, calling on and building rapport with existing and potential business customers.
- Developed highly effective sales training strategies as the Business Sales Manager of a 7 person team.
14. Account Maintenance
Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.
- Perform routine account-related transactions such as opening new accounts, completing the account set up process, performing account maintenance.
- Created business opportunities through; leads, referrals, out bound calls and account maintenance.
15. Business Loans
- Partnered with the Business Loan Center and Commercial Loan Servicing department to ensure accuracy and completeness of credit packages and delivery.
- Analyze and process new credit applications for Small Business Loans throughout the Florida, Georgia, Alabama, and Texas markets.
5 Specialist-Small Business resume examples
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What skills help Specialist-Small Businesses find jobs?
Tell us what job you are looking for, we’ll show you what skills employers want.
What skills stand out on specialist-small business resumes?
Stephani Richards-Wilson Ph.D.
Associate Professor of Business and Management, MBA Faculty Director, Associate - School Sisters of St. Francis, Alverno College
What soft skills should all specialist-small businesses possess?
Stephani Richards-Wilson Ph.D.
Associate Professor of Business and Management, MBA Faculty Director, Associate - School Sisters of St. Francis, Alverno College
What hard/technical skills are most important for specialist-small businesses?
Stephani Richards-Wilson Ph.D.
Associate Professor of Business and Management, MBA Faculty Director, Associate - School Sisters of St. Francis, Alverno College
What specialist-small business skills would you recommend for someone trying to advance their career?
Professor and Chair, The City College of New York
What type of skills will young specialist-small businesses need?
List of specialist-small business skills to add to your resume

The most important skills for a specialist-small business resume and required skills for a specialist-small business to have include:
- Customer Service
- Customer Relationships
- Business Development
- Business Portfolio
- Business Administration
- Business Accounts
- Financial Statements
- Cash Flow
- Loan Applications
- Business Clients
- Client Relationships
- Financial Products
- Business Sales
- Account Maintenance
- Business Loans
- Customer Inquiries
- Business Lines
- Problem Resolution
- Merchant Services
- Outbound Calls
- Product Knowledge
- ADP
- Real Estate
- Customer Issues
- Bank Products
- Commercial Loans
- Financial Services
- Financial Analysis
- Inbound Calls
- Business Relationships
- SBS
- Life Insurance
- Financial Solutions
- Sales Strategies
- Treasury Management
- Seamless Delivery
- Sales Objectives
- KYC
- Business Credit Cards
- Private Client
- Cash Flow Analysis
- Deepen Relationships
- US Bank
- Service Recommendations
- Credit Applications
- Q4
Updated January 8, 2025