U.S. Bank Job - 35445849 | CareerArc
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Company: U.S. Bank
Location: Appleton, WI
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Functions as the primary daily contact between commercial banking customers and U.S. Bank. Maintains and expands the relationship with customers by providing overall customer support services. Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identifies products and services that meet customer's needs. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

This position functions as the primary daily contact between commercial banking customers and U.S. Bank and for assisting commercial banking Relationship Managers and Portfolio Managers, and other similar jobs, in servicing the customer.

The job is responsible for maintaining and expanding the relationship with customers by providing overall customer support services. Works proactively to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship. Identify product and services that meet customers' needs. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

The Commercial Banking Client Representative is a customer service and support role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship, but working under the direction of Relationship Managers, Portfolio Managers or other similar positions. Incumbents in the position should be performing the above duties as a significant portion of their daily work.



Qualifications

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
- 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


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