Commercial Banking Client Representative

Overview

At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive at every stage of your career.

• Establish and maintain great working relationships with assigned business customers, serving as the main day-to-day contact between the customer and U.S. Bank.
• Service and support customers’ depository and treasury products and provide limited loan servicing.
• Act on behalf of the customer as a liaison with sales staff, technical specialists, and/or other U.S. Bank departments to ensure high levels of service delivery.
• Utilize systems to access account information and respond to customer inquiries received via phone, email, business line hand-off, and Single Point Service Request module.
• Emulate and co-browse with customers to help them navigate our systems and remove obstacles to self-sufficiency.
• Assist customers with product installation after onboarding and identify/recommend appropriate products and services to meet needs.
• Submit product requests to the applicable Sales team on the customer’s behalf.
• Research, troubleshoot and resolve operational problems; perform maintenance such as signer revisions, process special handling requests, onboard new relationships, and facilitate opening/closing of accounts and related services.
• Perform monetary transactions (book transfers, cashier’s checks, manual wires, stop payments, loan payments, advances, fee refunds and adjustments) and provide depository support (adjustment research, correction of deposit errors, missing or misapplied payments/deposits).

Monday - Friday 8:00 AM - 5:00 PM EST – Cincinnati, OH;
Monday - Friday 8:00 AM - 5:00 PM PST – Portland, OR;
Monday - Friday 10:00 AM - 7:00 PM CST – Minneapolis, MN & Brookfield, WI.

Training is 100% onsite for new team members during the first 90 days. After training, hybrid schedule is 3 days onsite & 2 days home-based.

Basic Qualifications

• Associate’s degree, or equivalent work experience
• Three to five years of experience in financial services industry

Duties and

Responsibilities Include:

• Respond to customer needs to achieve a positive outcome when faced with obstacles
• Manage multiple requests and deadlines, set priorities, and adapt to changing conditions
• Provide customer product and service navigation support and training
• Communicate effectively with customer contacts and internal partners to establish and maintain positive relationships
• Ensure superior customer experience by providing accurate and complete information with each request
• Follow up with the customer to ensure proper servicing; effectively assign and follow up on Level 2 requests
• Take ownership for answering questions and solving problems
• Be knowledgeable on treasury and DDA product offerings; attend required training to stay current on products and services
• Ensure compliance with Code of Ethics and all AML, BSA, information security and suspicious activity reporting requirements

• Strong verbal, written, and interpersonal communication skills
• Proven customer service and relationship-building skills
• Excellent telephone skills with listening, courtesy, empathy, and accuracy
• Thorough knowledge of relevant operational processes and treasury products
• Proficient in navigating computer systems to pull reports, shadow customers, and troubleshoot
• Great attention to detail
• Strong analytical and problem-solving skills
• Ability to multi-task, prioritize and organize work
• Role has multiple levels; the successful candidate will be hired at the level that aligns with experience

This role requires working from a U.S. Bank location three or more days per week.

Disability accommodations for applicants: if there’s anything we can do to assist, please refer to disability accommodations for applicants.

Our benefits and total rewards consider team members’ whole selves. Benefits include:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and…