U.S. Bank

Account Executive

• Build and grow our bank partner relationship, resulting in consistent referral production.
• Daily utilization and updating of Salesforce as a CRM tool.
• Developing profitable new business account relationships and increased profitability from existing accounts by selling Merchant Services (Visa/MC/Discover/American Express processing) to Small/Medium Size businesses.
• Identifying business opportunities based on knowledge of clients, markets, products, and services.
• Learn and develop expert-level knowledge of company products and services.
• Presenting to prospective clients informing them of benefits of using the organization's products and services to meet their needs.
• Implementing and maintaining an effective referral network and call program to promote sales.
• Receive guidance and training in a remote environment and achieve daily objectives as set forth by your manager.

Consultant

• Source 100% of opportunities independently —no inbound leads, referrals, or assigned accounts
• Build a pipeline from scratch using bank-provided prospecting tools, cold calling, Center of Influence (COI) development, and sustained community engagement
• Execute a field-based sales strategy, spending at least three days per week meeting prospects in person
• Target middle-market and upper-middle-market companies with $1MM+ in annual card spend
• Initiate and lead conversations with C-suite executives and senior finance leaders to understand spend strategy, controls, and business objectives
• Conduct detailed spend and expense analysis to identify inefficiencies and develop executive-level recommendations
• Position and advise on the most effective card programs, confidently articulating value, ROI, and governance considerations
• Collaborate with internal partners to deliver a seamless, consistent client experience from sale through implementation

National Card Consultant

Sales

• Serve as a player-coach, owning a select portfolio of strategic clients while actively coaching, mentoring, and developing the broader sales team.
• Design and execute a comprehensive sales strategy that drives PMI revenue growth across the full Treasury Management and Payments suite.
• Champion end-to-end PMI selling, ensuring coordinated delivery of Treasury Management Services including Liquidity & Investments, Receivables, Payments, Commercial Cards, and Merchant Services, and Trade.
• Partner closely with internal relationship managers, product leaders, and senior stakeholders to deliver integrated client solutions.
• Establish and monitor sales performance metrics, including pipeline health, origination activity, wins, and revenue growth.
• Drive consistent adoption of sales management disciplines, CRM tools, and deal-design best practices.
• Build a high-performance sales culture focused on accountability, collaboration, and continuous improvement.
• Assists in the development and implementation of marketing plan for treasury management products and services which is consistent with corporate objectives; targets markets for unique opportunities and greater penetration including new sales, calling activity and business retention quotas.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.

Middle Market Healthcare – Payment Solutions Sales Team Lead

Account Manager

• Develop and manage senior-level relationships with private equity firms and financial sponsors across the middle market and large-cap segments.
• Originate leveraged finance, corporate loan, and related banking opportunities for sponsor-backed transactions, including acquisitions, recapitalizations, refinancings, and growth financings.
• Lead deal structuring, credit analysis, and transaction execution in coordination with Credit Risk Management, Portfolio Management, and Capital Markets partners.
• Serve as the primary point of contact for sponsors, ensuring a consistent, high-quality client experience.
• Oversee complex credit requests and presentations, ensuring alignment with risk appetite, underwriting standards, and return objectives.
• Collaborate with internal product partners (Capital Markets, Derivatives, Investment Banking, etc.) to deliver integrated client solutions.
• Monitor industry trends and sponsor strategies to proactively identify opportunities and potential risks.
• Support the development and execution of sponsor coverage and business development strategies to drive sustainable growth and profitability.
• Maintain a strong understanding of market conditions, leverage trends, documentation standards, and competitive dynamics.
• Uphold bank policies, procedures, and regulatory requirements while fostering a strong risk and compliance culture.

Institutional Client Group Relationship Manager – Private Equity Coverage

• Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.
• Approaching each and every day with a single purpose – to do the right thing by our business clients.
• Help them achieve their vision for success and the lives they want to lead.
• Access to an expansive set of products and solutions to better serve your business clients today and into the future.
• Build, develop, and manage new and existing relationships with business clients.
• Deliver financial expertise and client-centric solutions that build strong, long-term relationships.

Business Banking Relationship Manager

• Build relationships with customers by meeting face to face
• Provide the best possible counsel based on customers’ banking needs
• Process customer and account information
• Educate clients on available deposit and loan products and services
• Recommend financial solutions based on each customer’s unique goals and needs
• Originate and close consumer loans, open accounts, and open/close the branch

Client Relationship Consultant, Banker

Financial Crime

• Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals, and RCA Managers to, depending on their function, create, implement, maintain, review or oversee an effective risk management framework.
• Participates in projects and/or activities that ensure compliance with applicable federal, state, and local laws and regulations.
• Identifies gaps and inform solutions that minimize losses resulting from inadequate internal processes, systems or human errors.
• Identifies, responds and/or escalates risks as appropriate.
• Serves as a functional liaison between the Line of Business and the Lines of Defense.

AML/Fraud Intake Analyst

Implementation Specialist

• Provide excellent customer service to your customers
• Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
• Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
• Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
• Partner with internal and external technical teams to coordinate custom integration work
• Report on project status and blockers to Customer Success leadership during weekly meetings
• Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank’s platform
• Conduct webinars and group training sessions to onboard our smaller, more independent customers
• Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
• Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process

Analyst

• Partner with assigned Relationship Manager(s) to successfully manage Business Banking relationships and the loan portfolio
• Contribute to the profitability and growth of Business Banking by retaining and expanding relationships with existing clients
• Analyze financial data and prepare comprehensive written analysis
• Manage credit quality within the team's credit portfolio
• Provide guidance to customers
• Identify and successfully capitalize on opportunities to deepen and expand existing relationships
• Manage credit risk
• Respond to prospect or customer credit questions

Business Banking Relationship Analyst

Security Engineer

• Establish, lead, and mature an enterprise Configuration Management capability, consolidating multiple previously distributed configuration functions into a scalable and consistent operating model across cloud, SaaS, containerized, and on‑prem environments.
• Direct and develop multiple teams of senior security professionals responsible for configuration baseline definition, automated and manual validation, monitoring, governance, and remediation execution.
• Define and operationalize risk‑based configuration standards and tolerance thresholds, translating complex configuration data into enterprise‑level risk signals that inform compliance monitoring and decision‑making.
• Design and oversee how configuration data, scanning results, and validation checks are sourced, integrated, and consumed to ensure accurate, defensible, and actionable security outcomes.
• Lead a highly visible, customer‑facing security function, partnering with Technology, Business Line Risk, and Governance teams to enable secure delivery while minimizing friction, unnecessary exceptions, and repeated escalations.
• Serve as a senior escalation point for configuration deviations and risk exceptions, balancing security requirements with business enablement through executive‑level negotiation and influence.

Security Posture and Configuration Manager

• This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products.
• Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business.
• In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.
• Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships.
• Provide consultative and insightful feedback to clients.
• Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect.
• Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
• Meet or exceed assigned sales and revenue goals and retention objectives.
• May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services.
• Build relationships in the community and engage with local organizations.
• Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home.

Treasury Management, Payments Consultant

Data Engineer

• Technical Product Managers at U.S. Bank oversee the strategic product management for an assigned technical product line(s) in support of the Enterprise organization’s goals and market needs.
• Engages with key stakeholders to define, document, and prioritize features; ensures delivery of marketable capabilities for all U.S. Bank engineering teams while collaborating with agile teams.
• Aligns the strategic vision with cross-functional stakeholders to shape outcome-based product roadmap, product risk, investment areas and success measures.
• Drives product development with ownership of backlog and actively engages cross-functional stakeholders to enable faster speed to market.
• Manages across Enterprise users to define and deliver product performance goals (e.g., outcomes, customer experience, etc.).
• Owns all engagement for assigned technical portfolio regarding the SDLC, e.g., adoption, collaboration.
• Develops, analyses, monitors, and reports on performance metrics from internal and external sources to identify key trends and opportunities for continuous improvement.
• Uses performance metrics to drive towards progress on identified strategies and initiatives.
• Leverages OKRs (Objectives and Key Results) to drive roadmap priorities.

Senior Technical Product Manager – Data Platforms

Financial Planning and Analysis

• Fulfill underwriting requirements while providing accurate, timely and conclusive credit memos
• Perform due diligence on prospective borrowers and new opportunities and assist in preparing the initial reviews
• Coordinates work with, Credit Risk Management and other groups, promoting consistent quality and conciseness of credit documents and streamlining work flow among underwriting, credit approval and Credit Risk Management
• Participates and contributes in credit approval discussions
• Participates in joint client calls with relationship managers, clients and advisors.
• Performs timely covenant compliance and collateral valuation updates
• Assists relationship managers in working with internal and external legal counsel reviewing and ensuring accuracy of credit agreements
• Assists relationship managers in loan structuring to win without undue risk to Bank
• Understand and comply with all U.S. Bank Credit Policies and Procedures

Credit Portfolio Manager – Insurance Premium Finance

Manager

• Manage and coordinate operational activities for assigned Global Fund Custody functions and client relationships
• Lead and develop a team of account managers serving as primary client contacts, providing guidance, coaching, performance feedback, and accountability
• Serve as an escalation point for complex operational or client issues, providing direction and resolution support
• Ensure consistent, high‑quality service and effective operational support for internal and external clients
• Train and support team members on custody processes, job responsibilities, and new or evolving systems
• Act as a subject matter expert across multiple operational processes, providing guidance on both routine and non‑routine matters
• Participate in operational projects, system enhancements, and initiatives that impact Global Fund Custody teams and clients
• Monitor adherence to corporate policies, procedures, and service standards, ensuring compliance with applicable laws and regulations
• Contribute to the review and improvement of operational systems, controls, and procedures to support efficiency and risk management
• Lead high‑performing teams by setting clear expectations, establishing goals, measuring progress, and recognizing success
• Build accountability and engagement through ongoing feedback, coaching, and performance management practices
• Support workforce planning and talent development to meet current and future operational needs

Global Fund Custody Manager

Customer Support

• Provides a high level of customer service by responding to telephone or email inquiries, requests, and problems
• Researches and resolves problems and errors which may include those related to fraud support and internet operations
• Obtains a thorough knowledge of products, services, rates, terms, fees, applicable regulations, systems and procedures
• Acts as a liaison between customers and various U.S. Bank departments to resolve more complex customer or technology issues
• Process and respond to U.S. Bank customer inquiries utilizing multiple systems to provide information on accounts while answering every call with professionalism and accuracy
• Demonstrates a genuine interest in their customers and asks questions to resolve the customers concern while understanding how U.S. Bank can help meet their financial needs
• Presents options to customers about ways to make their banking easy and convenient while ensuring the needs of the customer always come first