Commercial Banking Client Representative

Us Bank; Cincinnati (OH); Hybrid; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Service Representative to enhance client relationships and provide exceptional support. This role involves serving as the primary contact for business customers, assisting them with various banking inquiries, and ensuring seamless service delivery. Ideal candidates will possess strong communication skills and a solid understanding of banking systems. The company promotes a hybrid work environment, allowing flexibility while maintaining essential in-office interactions. Join a dynamic team committed to helping clients achieve their financial goals and thrive in their communities.

Qualifications

• 3-5 years of experience in the financial services industry.
• Strong communication and customer service skills are essential.

Responsibilities

• Establish and maintain relationships with business customers.
• Assist customers with inquiries via phone, email, and in-person.

Skills

Verbal Communication

Written Communication

Interpersonal Communication

Customer Service

Problem Resolution

Technical Support

Microsoft Office

Education

Associate's Degree

Equivalent Work Experience

Tools

Banking Systems

Treasury Management Products

Emulation Tools

Co-browse Tools

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

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. Explains U.S. Bank programs, products and services to customers. Acts 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 for customers. Utilize numerous systems to access account information and respond to customer inquiries received via phone, and email or in person regarding specific transactions, statements, account analysis and all other depository, treasury management and basic loan products and services. Perform maintenance such as address changes, process depository supply orders, handle the revision of signature cards, process fraud claims, and onboard new relationships to the bank, facilitate the opening and closing of accounts and services, special handling requests, etc. Perform monetary transactions such as book transfers, wires, stop payments, loan payments, advances, fee refunds and adjustments. Provide copies, research and correct deposit errors, missing or misapplied payments and deposits. Emulate customers to help them navigate through our systems. Research, trouble shoot and resolve operational problems experienced by our customers. This position will service all clients' treasury management and DDA servicing needs.

Basic Qualifications

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

Duties and Responsibilities Include:

• Service customers phone and email inquiries.
• Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank’s servicing tools such as Emulation and Co-browse.
• Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.

Preferred Skills/Experience

• Excellent verbal, written, and interpersonal communication skills
• Outstanding customer service and problem resolution skills
• Proficient computer skills, especially Microsoft office applications
• Experience with department-specific systems
• Advanced knowledge of departmental and bank products and services
• Technical support and/or co-browse skills
• Preferred understanding of digital capabilities with experience in Information Technology environment
• Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.