Institutional Trust & Custody Relationship Manager
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Develops and maintains relationships with Institutional Trust & Custody clients and third-party entities by promoting and delivering a broad range of products and services with the primary focus on fostering a positive client experience. Retains and expands existing customer relationships to increase market share and profitability. Provides guidance to daily client service partners who service customers with regard to account information, questions, problems, education or other requests. Acts as an escalation point in facilitating problem resolution with specialized units and responds to customers when necessary. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Works with internal business development partners as a subject matter expert and presentation participant during the sales lifecycle. Introduces clients to other business line partners when U.S. Bancorp products and services opportunities present themselves. Works with in-house law division in the review and negotiation of governing account agreements and documentation. Assists in the gathering and review of new relationship onboarding materials including requisite risk and regulatory Anti-Money Laundering (AML) and Know Your Customer (KYC) activities.
