Client Manager

U.S. Bank•Chicago, IL
•$117,630 - $143,770•Hybrid

About The Position

The Client Manager develops and maintains relationships with Corporate Trust clients in conjunction with business development officers, 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 position partners with new business development staff on conversations with existing and prospective clients, identifies business risks and operational challenges, and helps mitigate risk and improve operating systems and processes. It coordinates operational changes within the unit and may be accountable for revenue, new business, and expense goals. The role may also manage, hire, or train staff. Work is required from a U.S. Bank location three or more days per week.

Requirements

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

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.

Responsibilities

  • Develop and maintain Corporate Trust client relationships in conjunction with business development officers, managing the value of the relationships to the organization.
  • Review and accept new client relationships in accordance with business-line account acceptance policies and procedures.
  • Provide quality service tailored to client needs and expectations, respond to internal and external clients, and resolve problems effectively.
  • Collaborate with new business development staff in supporting new business conversations with existing and 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/or train staff to meet business objectives.

Benefits

  • Healthcare, including medical, dental, and vision coverage.
  • 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 hours 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, subject to eligibility requirements.
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