Client Manager

U.S. Bank • Brea, CA

6d • Hybrid

About The Position

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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. 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. Try new things, learn new skills and discover what you excel at—all from Day One. In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting certain revenue, new business and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives.

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

• Developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization.
• Reviewing and accepting new client relationships based on business line account acceptance policies and procedures.
• Providing quality service based on client needs, wants, and expectations; aligning actions accordingly; remaining sensitive and responsive to both internal and external clients; building distinctive predictable levels of service; resolving problems quickly and effectively.
• Working closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients.
• Identifying business risks and operational challenges and taking steps to mitigate risk and enhance operating systems and processes.
• Coordinating the development and implementation of operational changes within the unit.
• Meeting certain revenue, new business and expense goals.
• Managing staff, hiring new staff, and/or training staff to successfully meet business objectives.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level