Equipment Finance Client Advocate - Commercial Banking

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) plan

Paid vacation

Holiday opportunities

Job summary

U.S. Bank in Marshall, MN is seeking a Commercial Banking Client Representative to serve as the daily contact for commercial banking clients, resolve invoicing questions, and support relationship growth. You will handle inquiries, escalation, and coordinate with internal teams to deliver timely solutions in a fast‑paced environment.

The role emphasizes customer service excellence, strong communication, and use of multiple banking systems. Location requires on‑site presence three‑plus days weekly.

Qualifications

• High school diploma or equivalent.
• Two to four 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

Client relationships

Customer service

Communication

Microsoft Office

Education

High school diploma or equivalent

Tools

Dept. systems

Job description

U.S. Bank in Marshall, MN is seeking a Commercial Banking Client Representative to serve as the daily contact for commercial banking clients, resolve invoicing questions, and support relationship growth. You will handle inquiries, escalation, and coordinate with internal teams to deliver timely solutions in a fast‑paced environment.

The role emphasizes customer service excellence, strong communication, and use of multiple banking systems. Location requires on‑site presence three‑plus days weekly.