Commercial Banking Client Representative

Us Bank; Gresham (OR); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks)

Job summary

U.S. Bank in Gresham, Oregon is seeking candidates for customer-focused roles where you will manage business client relationships. Responsibilities include supporting customers with depository and treasury products and navigating U.S. Bank systems.

The ideal applicant will have a degree and experience in financial services. Benefits include comprehensive healthcare, retirement plans, and a supportive workplace culture. Training will start onsite for 90 days, transitioning to a hybrid work model.

Qualifications

• Three to five years of experience in financial services industry.

Responsibilities

• Establish and maintain great working relationships with assigned business customers.
• Service and support customer’s depository and treasury products.
• Assist customers with product installation after the initial onboarding.
• Identify and recommend the appropriate products to meet customer’s needs.

Skills

Strong verbal, written, and interpersonal communication skills

Proven customer service and relationship building skills

Excellent telephone skills

Attention to detail

Strong analytical and problem-solving skills

Education

Associate’s degree or equivalent work experience

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. Service and support customer’s 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 for customers. Utilize numerous systems to access account information and respond to customer inquiries received via phone, email, business line hand‑off, and SinglePoint Service Request module. Emulate and co‑browse with customers to help them navigate through our systems, helping to remove any obstacles the customer may be facing preventing them from being self‑sufficient in utilizing our systems. Assist customers with product installation after the initial onboarding. Identify and recommend the appropriate products and services to meet customer’s needs. Submit product requests to the applicable Sales team on the customer’s behalf. Research, troubleshoot and resolve operational problems experienced by our customers. Perform maintenance such as signer revisions, process special handling requests, intake fraud claims, onboard new relationships to the bank, and facilitate the opening and closing of accounts and related services. Perform monetary transactions such as book transfers, cashier’s check issuance, manual wire transfers, stop payments, loan payments, advances, fee refunds and adjustments. Provide depository support such as adjustment research, correction of deposit errors, missing or misapplied payments/deposits.

Training & Set Working Schedules (3 Open Positions). Schedule aligns with the location of the Customer Service Manager.

Monday - Friday 8:00 AM - 5:00 PM PST (Portland, OR Hub)

Monday - Friday 11:00 AM - 8:00 PM EST (Cincinnati, OH HUB - Hired by a PST manager)

Monday - Friday 10:00 AM - 7:00 PM CST (Minnesota & Wisconsin Hubs - If hired by a PST manager)

Training is 100% onsite for new team members during the first 90 days. After training, hybrid schedule is 3+ days onsite & 1-2 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:

• Responding to customer needs to affect a positive outcome when presented with obstacles and challenges
• Manage multiple requests and deadlines simultaneously, set priorities, and adapt to changing conditions
• Provide customer product and service navigation support and training
• Communicate effectively with customer contacts and internal U.S. Bank partners, establishing and maintaining positive working relationships
• Ensure superior customer experience by providing accurate and complete information with each request
• Follow up with the customer to ensure proper servicing (including validation of product maintenance). Effectively assign and follow up on requests requiring Level 2 support
• Takes ownership for answering customers’ questions and solving problems
• Knowledgeable on treasury and DDA product offerings and processes and attend required training to stay current on all products and services
• Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti‑Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures

Preferred Skills/Experience

• Strong verbal, written, and interpersonal communication skills
• Proven customer service and relationship building skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non‑customers in handling complaints, problems, and general inquiries
• Excellent telephone skills including listening and demonstrating courtesy, empathy, and accuracy
• Thorough knowledge of all relevant operational processes, and treasury products and services
• Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow customers, and troubleshoot technical issues
• Great attention to detail
• Strong analytical and problem‑solving skills
• Ability to multi‑task, prioritize and organize work

Location Expectation

This role requires working from one of the listed U.S. Bank locations three (3) or more days per week.

Benefits

• 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

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.

E-Verify: U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all facilities located in the United States and certain U.S. territories. The E‑Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Posting may be closed earlier due to high volume of applicants.