PMI Client Executive Team Leader - Middle Market
About The Position
The Client Executive Team Leader leads a team of Payment Solution Sales Client Executives responsible for delivering exceptional, differentiated client experiences across Payments relationships. The role provides leadership, coaching, governance, and execution oversight to ensure clients receive consistent, proactive, trusted advisory support across U.S. Bank’s payments, treasury, merchant, commercial card, liquidity, receivables, and trade capabilities. As a senior relationship and execution leader, the manager is accountable for team performance, client satisfaction, relationship health, disciplined follow-through, and cross-functional coordination. The role partners with Sales, Product, Risk, Compliance, Legal, Finance, Operations, and other stakeholders to support seamless delivery, responsible growth, strong controls, and sustained client loyalty. Its primary objective is to enable a high-performing team that strengthens client relationships, drives organic growth, improves client satisfaction, and reinforces U.S. Bank’s position as a trusted top-tier payments provider. The position requires strong leadership, coaching, communication, and relationship management skills; experience supporting institutional or commercial clients; and broad cross-product understanding of Treasury Management Services. The successful candidate balances client experience, relationship growth, operating discipline, risk awareness, and team performance in a complex, matrixed financial services environment.
Requirements
- Strong leadership, coaching, communication, and relationship management skills.
- Demonstrated ability to manage, develop, and motivate a client-facing team in a complex, matrixed financial services environment.
- Client-focused, solutions-oriented mindset and ability to influence across teams, resolve complex issues, and drive accountability without direct authority over all stakeholders.
- Strong experience supporting institutional or commercial clients.
- Broad cross-product understanding spanning Treasury Management Services, including Liquidity & Investments, Receivables, Payments, Commercial Cards, Merchant Services, and Trade.
- Understanding of risk management, governance, controls, regulatory expectations, and reputational risk considerations within a large financial institution.
- Ability to balance client experience, relationship growth, operating discipline, risk awareness, and team performance.
- Strong executive presence, sound judgment, effective escalation management, and ability to translate client needs into coordinated internal action.
- Maintain awareness of and comply with U.S. Bancorp’s Code of Ethics and applicable laws, regulations, internal policies, and procedures.
- Obtain and maintain any required registrations, licenses, and training obligations within prescribed timeframes, as applicable.
Responsibilities
- Lead, coach, and manage Payment Solution Sales Client Executives responsible for key client relationships and the end-to-end client experience.
- Set clear expectations, performance standards, and accountability for client coverage, relationship management, service quality, and disciplined execution.
- Oversee the end-to-end client experience across assigned portfolios, ensuring consistent delivery, proactive engagement, and healthy relationships.
- Guide the team through complex client situations, escalations, service gaps, and relationship risks, supporting timely resolution and a high-quality client experience.
- Help team members build long-term client relationships grounded in trust, responsiveness, strategic advice, and understanding of client business objectives.
- Ensure structured client reviews assess satisfaction, identify opportunities, address service concerns, and reinforce client loyalty.
- Partner with Sales, Product, Trading, Operations, Coverage, and other teams to coordinate client solutions across PMI and broader U.S. Bank capabilities.
- Drive organic growth by helping the team identify and advance needs-based opportunities to deepen client relationships.
- Monitor portfolio trends, client feedback, satisfaction indicators, and relationship health metrics to identify risks, opportunities, and improvement areas.
- Advocate internally for clients and the Client Executive team, translating feedback into improvements in products, processes, service delivery, and operating discipline.
- Promote disciplined execution and follow-through on client commitments, reinforcing consistency, reliability, and accountability.
- Maintain governance and risk awareness across client activities, ensuring solutions are delivered responsibly and in alignment with U.S. Bank standards.
- Collaborate with Legal, Compliance, Risk, Finance, and other control partners on oversight, escalation, documentation, and control discipline.
- Assess risk and reward in client engagements, with particular focus on protecting the firm’s reputation, maintaining client trust, and supporting long-term relationship value.
- Support talent development, succession planning, performance management, onboarding, and continuous capability building across the Client Executive function.
- Ensure team members follow applicable policies, procedures, codes of conduct, and business line requirements.
- Ensure required registrations, licenses, and training obligations are obtained and maintained within prescribed timeframes, as applicable.
- Promote compliance with the U.S. Bank Code of Ethics and Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting, and related requirements; participate in required training and ensure team compliance.
- Understand and follow account-opening procedures and internal suspicious activity referral requirements and processes, as required for the position.
Benefits
- Healthcare coverage, including medical, dental, and 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 of 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
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
