Relationship Specialist (Onboarding Team)

U.S. Bank National Association • Houston, TX

3d • Onsite

About The Position

The Relationship Specialist is responsible for partnering closely with Client Managers and business development officers to support the onboarding and ongoing management of new Deals and client relationships. Core responsibilities include executing Know Your Customer (KYC) requirements, coordinating Deal setup, establishing account structures, supporting Deal closing activities, initiating billing setup, and performing thorough document reviews. The role ensures all new client relationships align with established business line acceptance policies and procedures.
This position delivers high‑quality service by anticipating and responding to client needs, resolving issues efficiently, and maintaining strong, consultative partnerships with both internal and external stakeholders. The Relationship Specialist collaborates closely with new business development teams, contributing as a strategic partner during discussions with prospective or existing clients. The role proactively identifies business risks and operational gaps, recommending and implementing enhancements to improve processes, mitigate risk, and strengthen operational effectiveness.
The position also leads and coordinates operational changes within the unit, ensuring smooth implementation and alignment across impacted teams. Depending on business needs, the role may be accountable for revenue, new business, or expense targets. In some cases, responsibilities may expand to include managing staff, hiring, and developing team members to support organizational goals.

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically three or more years of relevant experience

Nice To Haves

• Basic knowledge of corporate trust and investment instruments
• 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

• Partnering closely with Client Managers and business development officers to support the onboarding and ongoing management of new Deals and client relationships.
• Executing Know Your Customer (KYC) requirements
• Coordinating Deal setup
• Establishing account structures
• Supporting Deal closing activities
• Initiating billing setup
• Performing thorough document reviews
• Ensuring all new client relationships align with established business line acceptance policies and procedures
• Delivering high‑quality service by anticipating and responding to client needs, resolving issues efficiently, and maintaining strong, consultative partnerships with both internal and external stakeholders.
• Collaborating closely with new business development teams, contributing as a strategic partner during discussions with prospective or existing clients.
• Proactively identifying business risks and operational gaps, recommending and implementing enhancements to improve processes, mitigate risk, and strengthen operational effectiveness.
• Leading and coordinating operational changes within the unit, ensuring smooth implementation and alignment across impacted teams.
• Accountable for revenue, new business, or expense targets
• Managing staff, hiring, and developing team members to support organizational goals.

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: 1,001-5,000 employees