Commercial Banking Client Representative - Equipment Finance

Us Bank

Marshall (MN)

On-site

USD 42,000 - 62,000

Full time

7 days ago
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Job summary

U.S. Bank is seeking a Commercial Banking Client Representative to serve as the primary contact for commercial banking clients. You will handle inquiries, resolve issues, and deliver seamless support that strengthens long-term relationships.

This role operates in a fast-paced environment across multiple systems, with a regular schedule and location in Marshall, MN, three or more days per week. Strong communication and problem-solving skills are essential.

Qualifications

  • High school diploma or equivalent.
  • 2–4 years of experience in financial services.
  • Associate's degree or equivalent work experience.
  • 3–5 years of experience in financial services.

Responsibilities

  • Serve as the primary day-to-day contact for commercial banking clients.
  • Maintain and expand client relationships by delivering excellent service.
  • Research and resolve client inquiries and concerns.
  • Assist with invoicing questions and account-related requests.
  • Coordinate with internal teams to ensure timely resolution of client requests.
  • Navigate multiple systems and technologies to investigate issues and provide solutions.
  • Support customers via email and phone as needed.

Skills

Customer service
Communication skills
Problem solving
Microsoft Office
Banking systems
Product knowledge

Education

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

Tools

Microsoft Office
Banking 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 applicati

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