Client Manager at U.S. Bank | Philadelphia, PA, USA | Rezi

Client Manager at U.S. Bank

Client Manager

U.S. Bank · Philadelphia, PA, USA

Today

Client Manager

U.S. Bank · Philadelphia, PA, USA

6 hours ago
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About the Role

In conjunction with business development officers, this role is responsible for developing and maintaining relationships with Corporate Trust clients, focusing on managing the value of these relationships to the organization. It involves reviewing and accepting new client relationships, providing quality service aligned with client needs, and acting as a collaborative partner to identify and mitigate business risks.

Responsibilities

  • Develop and maintain relationships with Corporate Trust clients.
  • Manage the value of client relationships to the organization.
  • Review and accept new client relationships based on account acceptance policies.
  • Provide quality service based on client needs, wants, and expectations.
  • Align actions with client needs, remaining sensitive and responsive to clients.
  • Build distinctive and predictable levels of service.
  • Resolve problems quickly and effectively.
  • Collaborate with new business development staff on client conversations.
  • Identify business risks and operational challenges.
  • Mitigate risk and enhance operating systems and processes.
  • Coordinate the development and implementation of operational changes.
  • Meet revenue, new business, and expense goals.
  • Manage, hire, and train staff to meet business objectives.

Requirements

  • Bachelor’s degree, or equivalent work experience.
  • Typically eight or more years of relevant experience.
  • Ability to develop new business.
  • Effective management skills including planning and budgeting.
  • 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.
  • 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.

Skills

  • Corporate trust and investment instruments
  • Account management
  • Trust operations
  • Project management
  • Legal regulations
  • Applicable trust line of business, its products, processes, and related bank and regulatory regulations
  • People management

Location

  • U.S. Bank location

Work Type

  • Onsite (three or more days per week)

Experience Level

  • Eight or more years of relevant experience

Education Level

  • Bachelor’s degree or equivalent work experience

Salary/Compensations

  • $118,170.00 - $144,430.00

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
  • Incentive and recognition programs
  • Equity stock purchase
  • Pension

About the Company

  • 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.
  • 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.
  • 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.
  • U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
  • U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.
  • U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).
  • Certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Equal Opportunity

  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.