Equipment Finance Client Support Specialist

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) retirement plan

Paid vacation

Paid holidays

Disability coverage

Parental leave

Job summary

U.S. Bank in Marshall, MN is seeking a Commercial Banking Client Representative to serve as the primary daily contact for commercial banking clients, resolving inquiries and building trusted relationships.

You will support invoicing questions, account issues, and service requests while coordinating with internal teams to ensure timely resolutions. The role emphasizes excellent communication, customer service, and the ability to navigate multiple banking systems.

Qualifications

• High school diploma or equivalent.
• 2–4 years of experience in financial services.
• Associate’s degree or equivalent work experience.
• Excellent verbal, written, and interpersonal communication skills.
• Proficient with Microsoft Office and department systems.

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.
• 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

Microsoft Office

Department systems

Organizational skills

Education

High school diploma or equivalent

Associate degree or equivalent work experience

Tools

Microsoft Office

Department-specific systems

Job description

U.S. Bank in Marshall, MN is seeking a Commercial Banking Client Representative to serve as the primary daily contact for commercial banking clients, resolving inquiries and building trusted relationships.

You will support invoicing questions, account issues, and service requests while coordinating with internal teams to ensure timely resolutions. The role emphasizes excellent communication, customer service, and the ability to navigate multiple banking systems.