Apply on Employer Site

U.S. Bank · 3 days ago

Commercial Banking Client Representative

Gresham, OR

Full-time

Hybrid

Mid, Senior Level

$22.50/hr - $30/hr

3+ years exp

U.S. Bank is dedicated to helping customers and businesses make smarter financial decisions. The Commercial Banking Client Representative will establish and maintain relationships with business customers, serving as their primary contact and ensuring high levels of service delivery for their financial products and services.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Responding to customer needs to affect a positive outcome when presented with obstacles and challenges

Manages multiple requests and deadlines simultaneously, set priorities, and adapts 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

Follows up with the customer to ensure proper servicing (including validation of product maintenance). Effectively assigns and follows 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 attends required training to stay current on all products and services

Actively ensures 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

Qualification

Financial services experienceTreasury products knowledgeCustomer service skillsComputer systems proficiencyProblem-solving skillsAnalytical skillsMulti-tasking abilityCommunication skillsAttention to detail

Required

Associate's degree, or equivalent work experience

Three to five years of experience in financial services industry

Preferred

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, etc

Great attention to detail

Strong analytical and problem-solving skills

Ability to multi-task, prioritize and organize work