Client Manager

U.S. Bank•Boston, MA

1d•$124,650 - $152,350•Hybrid

About The Position

The Client Manager works with business development officers to develop and maintain relationships with Corporate Trust clients, with a primary focus on managing the value of those relationships to the organization. The role reviews and accepts new client relationships in accordance with business-line account acceptance policies and procedures, and provides responsive, high-quality service based on client needs and expectations. The Client Manager collaborates with new business development staff on business conversations with existing and prospective clients, identifies business risks and operational challenges, and takes steps to mitigate risk and improve operating systems and processes. The role coordinates operational changes within the unit and may be responsible for revenue, new business, and expense goals. It may also include managing, hiring, and training staff. For candidates hired to perform activities regulated by the Cayman Islands Monetary Authority (CIMA), certain disclosures may be requested during recruitment, subject to applicable U.S. Bank recruitment and hiring policies.

Requirements

Bachelor’s degree or equivalent work experience.
Typically five to seven years of relevant experience.

Nice To Haves

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.

Responsibilities

Develop and maintain relationships with Corporate Trust clients in conjunction with business development officers.
Manage the value of client relationships to the organization.
Review and accept new client relationships under business-line account acceptance policies and procedures.
Provide quality service responsive to client needs, resolve problems quickly and effectively, and deliver predictable service.
Collaborate with new business development staff on business conversations involving existing or prospective clients.
Identify business risks and operational challenges and take steps to mitigate risk and improve operating systems and processes.
Coordinate the development and implementation of operational changes within the unit.
May meet revenue, new business, and expense goals.
May manage and hire staff and train staff to meet business objectives.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase.
Pension.