Commercial Banking Client Representative - Equipment Finance

U.S. Bank•Marshall, MN
•$22 - $27•Hybrid

About The Position

U.S. Bank is seeking 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, helping resolve inquiries, manage account needs, and provide responsive, professional support. The role offers exposure to commercial banking, equipment finance operations, relationship management, and related business processes, with opportunities to build financial-services expertise and develop a career at U.S. Bank. The representative researches and resolves invoicing questions, account inquiries, and other client concerns; processes invoice adjustments and modifications; uses multiple systems and resources to investigate issues; and partners with internal teams to resolve requests. Client communication is primarily by email, with phone support as needed. The role requires managing competing priorities accurately, recognizing potential problems, compliance concerns, and customer needs, and identifying relevant products and services. The position requires working from a U.S. Bank location in Marshall, Minnesota, at least three days per week. Flexible scheduling opportunities are available between 7:00 a.m. and 5:00 p.m., based on business needs.

Requirements

  • High school diploma or equivalent.
  • Two to four years of experience in the financial services industry.

Nice To Haves

  • Excellent verbal, written, and interpersonal communication skills.
  • Strong customer service and problem-resolution abilities.
  • Strong written communication skills, especially for email interactions.
  • Proficiency with Microsoft Office applications.
  • Excel experience.
  • Experience working across multiple systems and applications.
  • Experience with department-specific systems or ability to learn new technology quickly.
  • Ability to multitask and manage competing priorities effectively.
  • Strong analytical and problem-solving skills.
  • Knowledge of banking products and services, or ability to develop that expertise quickly.
  • Strong attention to detail and commitment to accuracy.
  • Curiosity, adaptability, client focus, and willingness to take ownership of problems.

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.
  • 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 a high-quality client experience.
  • Communicate with clients primarily by email, with phone support as needed.

Benefits

  • Medical, dental, and vision healthcare
  • 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 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
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