Commercial Banking Client Representative - Equipment Finance

U.S. Bank • Marshall, MN

7h • Hybrid

About The Position

U.S. Bank is hiring a Commercial Banking Client Representative for its Equipment Finance Client Support team. The representative serves as a day-to-day contact for commercial banking clients, helps resolve inquiries and account needs, and provides responsive, professional support to strengthen client relationships. The role offers exposure to commercial banking and equipment finance operations, relationship management, and business processes, with opportunities to develop financial-services expertise and grow a career at U.S. Bank.

The position requires working from the Marshall, Minnesota, U.S. Bank location three or more days per week. Scheduling opportunities are available between 7:00 a.m. and 5:00 p.m., based on business needs. Client communications occur primarily through email, with phone support as needed, in a collaborative, team-oriented environment.

Requirements

• High school diploma or equivalent.
• Two to four years of experience in the financial services industry.
• Excellent verbal, written, and interpersonal communication skills.
• Strong customer service and problem-resolution abilities.
• Strong written communication skills, as much customer interaction occurs through email.
• Proficiency with Microsoft Office applications.
• Experience working across multiple systems and applications.
• Ability to multitask and manage competing priorities effectively.
• Strong analytical and problem-solving skills.
• Strong attention to detail and commitment to accuracy.
• Ability to build relationships, take ownership of client concerns, and work proactively toward solutions.
• Ability to learn new systems, processes, and technology quickly.

Nice To Haves

• Excel experience.
• Experience with department-specific systems.
• Knowledge of banking products and services, or the ability to develop that expertise quickly.

Responsibilities

• Serve as a primary day-to-day contact for commercial banking customers.
• Build and maintain client relationships by providing responsive, professional support.
• Research and resolve invoicing questions, account inquiries, and other client concerns.
• Process invoice adjustments, modifications, and related requests accurately and efficiently.
• Navigate multiple systems and resources to investigate issues and identify solutions.
• Proactively recognize potential problems, compliance concerns, and customer needs.
• Partner with internal teams to resolve client requests in a timely manner.
• Identify products and services that may meet customer needs and strengthen relationships.
• Develop working knowledge of assigned business areas and client accounts through regular interaction and departmental processes.
• Manage multiple priorities while maintaining accuracy and delivering a high-quality client experience.
• Communicate with clients primarily by email and provide phone support as needed.

Benefits

• Medical, dental, and vision healthcare.
• Basic term and optional term life insurance.
• Short-term and long-term disability insurance.
• Pregnancy disability and parental leave.
• 401(k) and an employer-funded retirement plan.
• Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Incentive and recognition programs.
• Equity stock purchase.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED