Functions as the primary daily contact for commercial banking customers at U.S. Bank. Maintains customer relationships, identifies needs, and provides support services.
Responsibilities
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 customers needs
Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures
Requirements
Associate's degree, or equivalent work experience
Three to five years of experience in financial services industry
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
Benefits
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
Support the Global Financial Controls team in administrative tasks and financial analysis. Collaborate globally while developing Excel and other software skills in a hybrid work model.
FP&A Manager at Demandbase supporting finance functions for GTM teams in a hybrid role. Joining a dynamic finance team in India with a focus on budget management and financial analysis.
Financial Operations Analyst responsible for transaction reporting and invoicing at PayJoy. Collaborating on efficiency improvements and financial compliance in operations.
Intern in Corporate Finance assisting with analysis, data collection, and Power BI dashboard development. Working at Uniper to support diverse projects in the energy sector.
Director of Finance overseeing accounting and financial operations at CARFAX Canada. Collaborating with leadership to drive financial improvements and ensuring compliance with regulations.
Finance Manager serving as a finance partner for specified Lines of Business at Bank of America. Leading forecasting and stress testing responsibilities with a team across secured lending products.
Financial Solutions Advisor providing comprehensive financial advice and tailored solutions for clients. Building financial plans and recommending brokerage products in a client - focused environment.
Financial Solutions Advisor at Bank of America, offering tailored financial advice to clients. Responsible for building investment plans and managing client relationships for financial success.
Business Support Manager overseeing administrative functions for a complex department. Collaborating with various stakeholders to drive change in the GWIM Credit platform.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients in New York. Helping clients achieve their financial goals and objectives.