Corporate Trust Relationship Specialist

U.S. Bank National AssociationChicago, IL
12dHybrid

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. Job Description Job Description Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education, or other requests. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Solicits new business from current relationships with market influencers, working closely with new business development staff. Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities. Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due. Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts.

Requirements

  • Bachelor's degree, or equivalent work experience
  • Three to five years of experience in corporate trust and sales activities or related field

Nice To Haves

  • Thorough knowledge of account management, trust operations, and legal regulations
  • Strong project management and problem-solving skills
  • Excellent interpersonal, verbal and written communications skills

Responsibilities

  • Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability.
  • Provides service to customers with regard to account information, questions, problems, education, or other requests.
  • Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
  • Solicits new business from current relationships with market influencers, working closely with new business development staff.
  • Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities.
  • Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due.
  • Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts.

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
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