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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and problem-resolution skills while effectively collaborating with internal teams to support customer needs. Proficient in managing documentation and transactions within the Equipment Finance sector.
Highest-signal resume keywords
Customer ServiceProblem ResolutionEquipment Finance ExperienceMicrosoft Office Suite ProficiencyOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Payoff TransactionsLease ManagementTransaction Discrepancy ResolutionRecord MaintenanceCross-Selling Bank Products
Soft Skills
Verbal CommunicationWritten CommunicationInterpersonal SkillsMultitaskingResourcefulness
Tools & Technologies
Microsoft OutlookMicrosoft TeamsMicrosoft WordMicrosoft Excel
Certifications & Qualifications
Associate's Degree
Industry Keywords
Financial ServicesEquipment LeasingCustomer InquiriesOperational IssuesU.S. Bank Policies
About the role
Key responsibilities & impact- Serve as a primary day-to-day contact for customers and internal business partners
- Generate and process payoff quotes and payoff transactions
- Manage end-of-term lease activities, including equipment dispositions
- Respond to customer requests, inquiries, and issue resolution in a timely and professional manner
- Collaborate with sales, credit, documentation, insurance, titling, and other internal teams to support customer needs
- Research and resolve transaction discrepancies and operational issues
- Identify potential customer concerns and proactively work toward resolution
- Maintain accurate records and documentation in department systems
- Cross-sell or refer customers to additional bank products and services when appropriate
- Develop expertise in assigned accounts, products, and Equipment Finance processes
Requirements
What you’ll need- Associate's degree or equivalent work experience
- Three to five years of experience in the financial services industry
- Strong customer service and problem-resolution skills
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational, prioritization, and multitasking abilities
- Resourceful with the ability to research issues and identify solutions independently
- Proficiency with Microsoft Outlook, Teams, Word, and Excel
- Experience working across multiple departments and stakeholder groups
- Equipment leasing or Equipment Finance experience is preferred but not required
- Ability to work from a U.S. Bank location three (3) or more days per week
- 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
Benefits
Comp & perks- 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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
