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Relationship Manager

Relationship Manager

U.S. BancorpBoston, MA, US
1 day ago
Job type
  • Full-time
Job description

Job Title

Develops and maintains relationships with Institutional Trust & Custody 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.

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.

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    Pay Range : $132,260.00 - $155,600.00

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    Relationship Manager • Boston, MA, US

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