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Relationship Manager

Relationship Manager

Massachusetts StaffingBoston, MA, US
3 days ago
Job type
  • Full-time
Job description

U.S. Bank Institutional Trust & Custody Insurance Client Relationship Manager

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 atall from Day One.

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.

Basic Qualifications

  • 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

Preferred Skills / Experience

  • 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
  • The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) : 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.

    U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $132,260.00 - $155,600.00.

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    Relationship Manager • Boston, MA, US

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