U. S. Bank
ClientManager
“Client Manager at U. S. Bank. Skills: Client relationship management, Risk mitigation, Operational change implementation. Develop and maintain relationships with Corporate Trust clients. Manage the value of client relationships”
What You'll Achieve.
Manage the value of client relationships; Meet certain revenue goals; Meet new business goals; Meet expense goals; Successfully meet business objectives
Industry & Context.
Resolve complex problems; Resolve client issues and disputes
Disclose/provide CIMA regulated activities information, Membership to professional bodies, References, Criminal history, Regulatory censure, Sanctions, Legal proceedings, Formal censure, discipline or public criticism, Work from a U. S. Bank location three (3) or more days per week, FINRA registration, NMLS registration, Reg Z compliance, Reg G compliance, OFAC compliance, NFA compliance, FCPA compliance, Bank Secrecy Act compliance, SAFE Act compliance, Federal guidelines on ethics, safety, or operational procedures, Comply with U. S. Bank policies and procedures, Code of Ethics and Business Conduct, Workplace conduct policies, Safety policies
What They're Looking For.
Must Have
Bachelor's degree, or equivalent work experience, Typically five to seven years of relevant experience
Nice to Have
Thorough knowledge of corporate trust and investment instruments, Thorough knowledge of account management, trust operations, project management, and legal regulations, Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations, Ability to develop new business, Ability to resolve complex problems with minimal guidance, Ability to communicate quickly with clients to resolve client issues and disputes, Effective interpersonal, verbal and written communication skills
What You'll Do.
Develop and maintain relationships with Corporate Trust clients
Manage the value of client relationships
Review and accept new client relationships
Provide quality service based on client needs
Resolve problems quickly and effectively
Support new business conversations
Identify business risks and operational challenges
Mitigate risk and enhance operating systems
Coordinate development and implementation of operational changes
How You'll Work.
Team & Collaboration
Work with business development officers; Serve as a collaborative business partner with new business development staff
Communication Scope
Interpersonal communication; Verbal communication; Written communication
Process & Methodology
Project management
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