Business Banking Client Account Manager

U.S. Bank•Atlanta, OH

3d•Hybrid

About The Position

Business Banking Client Account Managers manage an assigned portfolio with a focus on welcoming, retaining, and growing clients. The role supports revenue growth, client retention, attrition management, and proactive customer outreach. It helps drive activations and improve onboarding by coordinating with Field Sales to meet pre-sale and implementation expectations, welcoming newly activated accounts, handling general account maintenance, increasing relationship profitability, and maintaining client satisfaction. The position partners across the Bank to deepen customer relationships, identify broader financial needs, and connect clients with relevant products, services, and resources. It provides payment education and recommends products and services based on customer needs and opportunities for portfolio growth. Team members maintain strong knowledge of products and services, cross-sell within their portfolios, and use outreach tools, campaigns, and trigger-based insights to identify opportunities, drive revenue, strengthen retention, mitigate attrition, and deepen relationships. The role requires working from a U.S. Bank location three or more days per week. The stated pay range is $91,440 to $111,760.

Requirements

Associate's degree or equivalent work experience.
Typically, three to five years of client management experience in the payments industry.
Complete the required training curriculum by the business line due date.
Meet in-office requirements of three or more days per week at a U.S. Bank location.
Maintain Salesforce data and activities and meet applicable service-level agreements.
Meet stated performance criteria, including introduction-call and outbound-campaign completion, revenue and portfolio growth goals, attrition-rate maintenance, monthly bank referrals, and annual Business Health Checks for Keystone customers.

Responsibilities

Contact newly approved customers and coordinate implementation schedules.
Welcome newly activated Business Banking customers.
Handle service-related requests by phone, email, and Teams.
Work rate review requests.
Maintain a regular cadence with Field Sales, Bankers, and other internal cross-functional stakeholders.
Refer opportunities to bank partners.
Manage an assigned customer portfolio, focusing on welcoming, retaining, and growing clients.
Coordinate with Field Sales to help ensure pre-sale and implementation expectations are met and elevate the onboarding experience.
Perform general account maintenance and support customer satisfaction and relationship profitability.
Provide payment education and recommend products and services based on customer needs.
Cross-sell products and services and identify broader financial needs and relevant Bank resources.
Use targeted outreach, tools, campaigns, and trigger-based insights to drive revenue, retention, and portfolio growth.
Complete required training and meet specified performance criteria, including Salesforce activity and service-level expectations, call completion, portfolio growth, revenue goals, and bank referrals.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and an employer-funded retirement plan.
Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase.
Pension, subject to eligibility requirements.