U.S. Bank

Client Manager

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Portland • California • Colorado • United States

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Salary

💰 $92,820 - $109,200 per year

About the role

  • Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability.
  • Provides service to customers with regard to account information, questions, problems, education, or other requests.
  • Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
  • Solicits new business from current relationships with market influencers, working closely with new business development staff.
  • Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities.
  • Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due.
  • Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts.

Requirements

  • Bachelor's degree, or equivalent work experience
  • Five to eight years of experience in corporate trust and sales activities or related field
  • Thorough knowledge of account management, trust operations, and legal regulations
  • Strong project management and problem-solving skills
  • Excellent interpersonal, verbal and written communications skills
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementtrust operationssales activitiesproject managementproblem-solving
Soft Skills
interpersonal skillsverbal communicationwritten communication
Certifications
Bachelor's degree