U.S. Bank Commercial Banking Client Rep 3 - Cleveland, OH in Cleveland, Ohio
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job DescriptionThe Sales Support Banker is a sales and operational support role, working directly with Relationship Managers, Portfolio Managers, and other internal and external partners and customers to assist the business line with revenue generating activities and ensuring department compliance and adherence to policy and procedures.
Essential Functions: Working with Relationship Managers, Portfolio Managers, product partners, and compliance team to provide primary support for Commercial Banking activities and regulatory compliance administration functions (i.e. covenant tracking/monitoring, on-boarding of commercial loans, overdraft, wire, ach monitoring / approvals, auditing of systems for data integrity, and regulatory compliance activities).
Coordinates sales support activities to include pre-call planning and Customer Relationship Management (CRM) system maintenance and updates which may include securing reporting during the sales process for regulatory and compliance purposes.
Performs research in support of operations and marketing activities focused on client/prospect, industry, market, geography, and other RM-specified data which may include coordination with product partners.
Understands commercial business and bank departments, products, and services to recognize cross-selling opportunities and offer additional product options to address client needs to maintain and expand relationships.
Responds to customer account inquiries and routes to the appropriate support team(s) for resolution. May complete specialized maintenance, research, and reviews for accuracy and compliance.
May prepare for audits and ensure that procedures are being followed. Sets up/maintains client files in compliance with all applicable company, business line, and department standards.
Ensures that there are appropriate records of due diligence during the sales process, including the ordering of appraisals, flood approval codes, and KYC requirements. Maintains the security and integrity of all files/databases.
Supports and ensures compliance of daily credit decisions required of the RMs/PMs relating to overdrafts, daylight overdrafts, and ACH file suspensions.
Basic Qualifications - Associates Degree, or equivalent work experience - Two to four years of experience in financial services industry
Preferred Skills/Experience - Excellent verbal, written, and interpersonal communication skills - Excellent customer service skills - Strong analytical skills - Strong organizational and time management skills - Ability to manage multiple tasks/projects meeting all deadlines - Strong problem resolution skills - Proficient computer skills, especially Microsoft Office/PowerPoint applications - Experience with department-specific systems - Knowledge of departmental and bank products and services - Versatility with learning bank lending/loan systems
Primary locations are Chicago and Milwaukee. Hours are Monday - Friday 8 am-5 pm.
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.