Commercial Banking Relationship Support

1 week ago

Milwaukee, United States U.S. Bank National Association Full time

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.

The Relationship 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**
- 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
- 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
- Experience with department-specific systems
- Knowledge of departmental and bank products and services
- Versatility with learning bank lending/loan systems
- 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. _

**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

**EEO is the Law**

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.

**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. Citize

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