Relationship Manager

U.S. Bank • Boston, MA

19d • 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. Job Description Develops and maintains relationships with Institutional Trust & Custody Insurance clients 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.

Requirements

• Bachelor's degree, or equivalent work experience
• Seven or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
• Three or more years of management experience

Nice To Haves

• Thorough knowledge of trust administration and operations
• Considerable knowledge of institutional trust and investment instruments
• Excellent relationship management and new business development/sales skills
• Well-developed customer service/relationship skills
• Strong strategic planning skills

Responsibilities

• Develops and maintains relationships with Institutional Trust & Custody Insurance clients 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.

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
• Number of Employees: 5,001-10,000 employees