Commercial Banking Client Representative - Equipment Finance
About the role
Build Relationships. Solve Problems. Grow Your Career.
Join U.S. Bank’s Equipment Finance Client Support team
With exposure to both commercial banking and equipment finance operations
What You’ll Do
- Serve as a primary day-to-day contact for commercial banking customers.
- Build and maintain client relationships by delivering 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 drive timely resolution of client requests.
- Identify products and services that may help 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 through email, with phone support as needed.
What Will Help You Thrive
curious, adaptable, client-focused, and comfortable taking ownership of problems
. Strong candidates will enjoy learning new systems, digging into complex questions, and finding solutions that make the client experience better.
You'll be especially well positioned for success if you:
- Enjoy building relationships and delivering outstanding client service.
- Communicate clearly and professionally through written and verbal channels.
- Bring strong analytical and problem-solving skills.
- Thrive in a fast-paced environment with multiple priorities.
- Learn new systems, processes, and technology quickly.
- Have strong organizational skills and attention to detail.
- Are comfortable navigating multiple applications and technology platforms.
- Take ownership of client concerns and proactively work toward solutions.
Work Environment
- Requires working from the
Marshall, Minnesota location three or more days per week
.
- Flexible scheduling opportunities between
7:00 a.m. and 5:00 p.m.
, based on business needs.
- Collaborative environment focused on delivering an exceptional client experience.
Basic Qualifications
- High school diploma or equivalent
- Two to four years of experience in financial services industry
Preferred Skills/Experience
- Excellent verbal, written, and interpersonal communication skills.
- Strong customer service and problem-resolution abilities.
- Strong written communication skills, as much of the customer interaction occurs through email.
- Proficiency with Microsoft Office applications.
- Excel experience preferred.
- Experience working across multiple systems and applications.
- Experience with department-specific systems or the ability to learn new technology quickly.
- Ability to multitask and effectively manage competing priorities.
- Strong analytical and problem-solving skills.
- Knowledge of banking products and services, or the ability to develop that expertise quickly.
- Strong attention to detail and commitment to accuracy.
Why Consider This Opportunity?
You’ll join a collaborative, team-oriented environment
Location Expectations
Benefits
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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
Review our full benefits available by employment status here .
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.
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