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Commercial Banking Client Representative

U.S. Bank National Association
Gresham, OR Full Time
POSTED ON 4/14/2025 CLOSED ON 4/23/2025

What are the responsibilities and job description for the Commercial Banking Client Representative position at U.S. Bank National Association?

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

Establish and maintain great working relationships with assigned business customers, serving as the main day to day contact between the customer and U.S. Bank. Explains U.S. Bank programs, products and services to customers. Acts on behalf of the customer as a liaison with sales staff, technical specialists, and/or other U.S. Bank departments to ensure high levels of service delivery for customers.  Utilize numerous systems to access account information and respond to customer inquiries received via phone, and email or in person regarding specific transactions, statements, account analysis and all other depository, treasury management and basic loan products and services.  Perform maintenance such as address changes, process depository supply orders, handle the revision of signature cards, process fraud claims, and onboard new relationships to the bank, facilitate the opening and closing of accounts and services, special handling requests, etc. Perform monetary transactions such as book transfers, wires, stop payments, loan payments, advances, fee refunds and adjustments.  Provide copies, research and correct deposit errors, missing or misapplied payments and deposits. Emulate customers to help them navigate through our systems. Research, trouble shoot and resolve operational problems experienced by our customers. This position will service all clients' treasury management and DDA servicing needs.
Basic Qualifications
  • Associate's degree, or equivalent work experience
  • Three to five years of experience in financial services industry

Duties and Responsibilities Include:

  • Service customers phone and email inquiries.
  • Assist customers in navigating on-line platforms and all Treasury Management products utilizing the Bank’s servicing tools such as Emulation and Co-browse.
  • Maintain appropriate technical understanding of bank systems. Regularly attend trainings to support/expend knowledge base.

Preferred Skills/Experience
  • Excellent verbal, written, and interpersonal communication skills
  • Outstanding customer service and problem resolution skills
  • Proficient computer skills, especially Microsoft office applications
  • Experience with department-specific systems
  • Advanced knowledge of departmental and bank products and services
  • Technical support and/or co-browse skills
  • Preferred understanding of digital capabilities with experience in Information Technology environment
  • Knowledge of Treasury Management Products/Services with preferred experience with GTM and Operations

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 

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: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • 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: $24.18 - $32.21 - $35.43

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.

Salary : $24 - $32

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