Commercial Banking Client Representative - Equipment Finance

U.S. Bank; Marshall (MN); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Sick leave

Job summary

U.S. Bank is seeking a Commercial Banking Client Representative to serve as the trusted partner for commercial banking clients, handling inquiries, resolving issues, and delivering seamless support that strengthens long-term relationships.

This role provides exposure to commercial banking and equipment finance operations, with a focus on accurate invoicing and proactive client service. The position offers multi-level openings, with salary range disclosed and benefits including healthcare,

Qualifications

• High school diploma or equivalent.
• Two to four years of experience in financial services industry.
• Associate's degree, or equivalent work experience.
• Three to five years of experience in financial services industry.

Responsibilities

• Serve as the primary day-to-day contact between commercial banking customers and U.S. Bank.
• Maintain and expand client relationships by providing exceptional customer support and service.
• Research and resolve invoicing questions, account inquiries, and client concerns.
• Process invoice adjustments, modifications, and related requests accurately and efficiently.
• Navigate multiple systems and resources to investigate issues and identify solutions.
• Work proactively to identify potential problems, compliance concerns, and customer needs.
• Partner with internal teams to ensure timely resolution of client requests.
• Identify products and services that may meet customer needs and support relationship growth.
• Develop working knowledge of assigned business areas and client accounts through regular interaction and execution of departmental processes.
• Manage multiple priorities while delivering a high-quality client experience.
• Communicate primarily through email while also supporting phone interactions as needed.

Skills

Excellent communication

Customer service

Problem resolution

Organizational skills

Education

High school diploma or equivalent

Associate's degree or equivalent

Tools

Microsoft Office

department-specific systems

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

Build Relationships. Solve Problems. Grow Your Career.

Are you passionate about delivering exceptional client experiences and building strong business relationships? Do you thrive in a fast-paced environment where no two days are the same? If so, we invite you to explore an exciting opportunity with U.S. Bank's Equipment Finance Client Support team.

As a Commercial Banking Client Representative, you will serve as a trusted partner to commercial banking clients, helping them navigate inquiries, resolve issues, and deliver seamless support that strengthens long-term relationships. This role offers the opportunity to make an immediate impact while developing valuable expertise in commercial banking and equipment finance operations.

Why Join Our Team?

Our Equipment Finance Client Support team plays a critical role in supporting clients and customers across the business. Due to continued growth, internal promotions, and evolving business needs, we’re building a strong pipeline of talent for current and future opportunities. You'll join a collaborative team where your ideas, problem-solving skills, and client focus are valued, and where there are opportunities to grow your career within U.S. Bank.

This is an opportunity to join a team that serves as the primary daily contact for commercial banking clients, helping businesses receive the support they need while building trusted relationships that drive client satisfaction and retention.

What You’ll Do

• Serve as the primary day-to-day contact between commercial banking customers and U.S. Bank.
• Maintain and expand client relationships by providing exceptional customer support and service.
• Research and resolve invoicing questions, account inquiries, and client concerns.
• Process invoice adjustments, modifications, and related requests accurately and efficiently.
• Navigate multiple systems and resources to investigate issues and identify solutions.
• Work proactively to identify potential problems, compliance concerns, and customer needs.
• Partner with internal teams to ensure timely resolution of client requests.
• Identify products and services that may meet customer needs and support relationship growth.
• Develop working knowledge of assigned business areas and client accounts through regular interaction and execution of departmental processes.
• Manage multiple priorities while delivering a high-quality client experience.
• Communicate primarily through email while also supporting phone interactions as needed.

What Makes Someone Successful in This Role?

We're looking for professionals who are naturally curious, adaptable, and customer-focused. The most successful team members are strong communicators who enjoy solving problems, learning new systems, and helping clients navigate complex questions.

You may be a great fit if you:

• Enjoy building relationships and providing outstanding client service.
• Communicate clearly and professionally through both written and verbal channels.
• Can think critically and solve problems independently.
• Thrive in a fast-paced environment with multiple priorities.
• Learn new systems and processes quickly.
• Have strong organizational skills and attention to detail.
• Are comfortable working across multiple applications and technology platforms.
• Take ownership of customer concerns and work proactively to identify solutions.

Schedule

Monday - Friday between 7am-5pm CST

Location

3+ days in Marshall

This role has multiple levels open. The successful candidate will be hired for the level of the position that aligns with their experience.

Commercial Banking Client Rep 2 Basic Qualifications

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

Commercial Banking Client Rep 3 Basic Qualifications

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

Preferred Skills/Experience

• Excellent verbal, written, and interpersonal communication skills
• Excellent customer service and problem resolution skills
• Proficient computer skills, especially Microsoft Office applications
• Experience with department-specific systems
• Thorough knowledge of departmental and bank products and services

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.94 - 26.82

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.