Senior Territory Account Manager
PacBio
Assistant Relationship Manager, CRE Deposit & Payment Solutions
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Denver • Colorado, Illinois, Minnesota, New York, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $86,530 - $101,800 per year
Job Level
Mid-LevelSenior
About the role
- Manage Cash Management Agreement (CMA) accounts and clients across the CRE footprint
- Manage day-to-day operations, account setups, audits, and treasury management services
- Function as direct customer interface and liaison with various Bank departments
- Analyze financial data
- Assist Deposit Relationship Manager in preparing proposals, identifying customer needs and making appropriate referrals
- Ensure accurate and thorough account and product implementation
- Assist in training process of new clients and products
- Co-manage or independently manage client relationships at higher levels
- Travel approximately 30% for client meetings and related duties
Requirements
- Bachelor's degree, or equivalent work experience
- Five or more years of depository or treasury management experience
- Thorough knowledge of deposit products and treasury management services
- Strong attention to detail, follow-through and initiative
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to identify and resolve/escalate complex problems with minimal guidance
- Excellent presentation, verbal and written communications skills
- Strong analytical and problem-solving skills
- Excellent customer service skills
- Excellent computer skills, especially Microsoft Word, Excel and PowerPoint
- Travel requirement: Approximately 30% travel
- Ability to comply with U.S. Bank policies and procedures including Code of Ethics and Business Conduct
- Willingness to undergo background checks and satisfy regulatory requirements as applicable
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 (one hour for every 30 worked, up to 80 hours per calendar year)
- Hybrid/flexible schedule (in-office expectation of 3+ days per week)
- Comprehensive benefits package including incentive and recognition programs, equity stock purchase, 401(k) contribution and pension
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial data analysisdeposit products knowledgetreasury management servicesaccount setupauditingcustomer relationship managementproblem-solvingproject managementpresentation skillsMicrosoft Excel
Soft skills
attention to detailinitiativemultitaskingcommunication skillscustomer serviceanalytical skillsfollow-throughability to resolve complex problemstraining skillsinterpersonal skills
