U.S. Bank

Customer Success Manager

• Managing a portfolio of new clients in their first 6 months as a customer of the bank
• Grow spend volume and revenue above existing benchmark to maximize return from each new customer
• Training new customers on products and technology platforms
• Monitoring customer spends and behaviors for ongoing management and intervention to improve performance
• Working with various departments to source solutions to client assistance issues
• Working closely with sales team to strategize on non-responsive programs

Client Success Manager

IT Support

• Support U.S. Bank clients with commercial credit card programs
• Provide technical assistance through phone, email, and chat
• Ensure a positive client experience with online commercial card management platforms
• Address client issues by listening, troubleshooting potential root causes, and determining appropriate solutions
• Work closely with account management teams
• Work in a 24/7 support center, covering nights, weekends, and holidays as needed
• Cover shifts with premium pay of up to 15%

CPS Technical Help Desk Representative

Business Development Rep

• Develop profitable new business account relationships and increase profitability from existing accounts
• Identify business opportunities based on knowledge of clients, markets, products and services
• Make sales presentations to existing and prospective clients informing them of benefits of using the organization’s products and services to meet their needs
• Implement and maintain an effective referral network and call program to promote sales
• Manage the on-going account relationship with existing customers
• Establish and maintain internal relationships, as well as good public relationships with the community to enhance the organization's image and develop new business

Business Development Consultant – Retail and Services, Payments

Operations

• Provides production support to multiple groups within Operations Services or enterprise wide
• Executes a variety of routine tasks within multiple operational systems
• Interacts with multiple internal partners
• Functions related to payment transactions or claim processing, data entry, archiving, researching, troubleshooting and vendor/client interaction
• May have direct contact with 3rd party vendors and/or external customers
• Researches exceptions and escalates issues to management as appropriate
• May have the opportunity to recommend and implement developed processing improvements within production
• Certain positions will require the ability to move trays and carts of work, stand or sit for extended periods of time, and repetitive motions

Senior Operations Processor

Consultant

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information
• Demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
• Maintains a working knowledge of consumer and business banking products and services including digital products and services
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions
• Develops collaborative partnerships with branch team members and partners to best serve clients
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Client Relationship Consultant – Banker 2, 3, 4

Outside Sales

• Originates mortgage loans in an assigned market.
• Takes applications and submits loan applications to processing and underwriting for approval.
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources.
• Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
• Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.

Field Sales Mortgage Loan Originator SV

Account Manager

• Cultivates clients’ trust through customized service and access to the bank’s resources and expertise
• Handles and grows a complex portfolio of loans
• Prospect for and close new business relationships
• Retain and expand relationships with existing customers
• Sells appropriate bank products and services to prospects and clients
• Identifies and successfully capitalizes on One U.S. Bank and makes appropriate referrals
• Takes a leadership role in all aspects of client relationship management
• Dedicated to customers, quality, accountability, loan and deposit growth, and fee income growth

ICG Relationship Manager – Food and Beverage

Customer Support

• Provide support to Advisors, their partners, Associates, and sales leadership by researching requests
• Respond to and resolve issues, and field various questions related to operational processing of investment-related products and services
• Act as liaison between back- and front-office and other staff
• Supports all USBI Operations’ procedures and is proficient in navigating various systems
• Isolate and identify source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements

Sales Support Representative – Operations

• Supporting the audit director and chief audit executive
• Managing a team of audit staff and resolving highly complex challenges
• Managing business partner relationships for a wide portfolio
• Planning and supervising audit engagements
• Drafting audit reports and monitoring progress of audit engagements
• Preparing and reviewing stakeholder reporting for completeness and accuracy
• Collaborating across the three lines of defense regarding business processes, risks, and controls

Senior Audit Manager – Financial Crimes

• Originates mortgage loans in an assigned market
• Takes applications and submits loan applications to processing and underwriting for approval
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources
• Conducts sales-related activities away from U.S. Bank locations

Field Sales Mortgage Loan Originator

Marketing

• Reporting to the VP - Head of MPS Enterprise and SMB Marketing
• Build rapport and work closely with our key internal subject matter experts and U.S. Bank partners to help drive strategic merchant opportunities, leads, activations and revenue growth within the channel
• Responsible for marketing our suite of strategic merchant services products and value-added services through digital first acquisition and retention campaigns
• Align closely with our internal SME’s, Revenue leaders and U.S. Bank stakeholders to implement joint and independent marketing activity
• Identify new marketing opportunities that will drive awareness and sales growth
• Email marketing expert: Direct and support business line initiatives by applying a data-first approach to strategic planning of email marketing tactics within the channel, ensuring alignment with organizational objectives
• Exhibit advanced proficiency in utilizing platforms such as Salesforce, Marketing Cloud, and ZoomInfo
• Work closely with MarTech and use these tools to uncover opportunities for enhancing business line workflows while developing strategic marketing initiatives
• Maintain best practices when creating impactful assets across digital and traditional marketing formats
• Design automated retention campaigns using data-driven insights, collaborating across teams to scale campaign implementation
• Spearhead the continuous optimization of activation campaigns, collaborating with Marketing Technology and Sales teams to scale campaigns
• Partner across internal departments such as Marketing Technology, Legal, Sales, external agencies, and champion collaborative marketing workstreams
• Develop marketing dashboards for key business lines, using data storytelling to analyze and present insights that enhance marketing awareness, improve adoption rates, and guide strategic decision-making
• Lead key business initiatives by designing scalable marketing programs that support sales and customer success teams
• Ensure adherence to strict financial institution compliance standards, including risk guidelines and approval processes

Lifecycle Marketing Enablement Lead

Product Marketing

• Act as the strategic link between market, customers, and internal teams
• Lead a small team of product marketers to define product value, drive adoption, and enable revenue growth through insights, messaging, marketing activation strategy, and cross-functional alignment for Enterprise segments
• Conduct market and customer insights research
• Lead market research, competitive analysis, and voice-of-customer initiatives to inform product strategy
• Identify buyer personas, customer pain points, use cases, and ideal customer profiles (ICP)
• Translate insights into product requirements and positioning opportunities
• Develop positioning, messaging, and value proposition
• Create the product’s core narrative and differentiated value proposition
• Build messaging frameworks and product stories for sales, marketing, partners, and executives
• Ensure consistency of messaging across all customer-facing channels
• Own marketing planning and activation for product launches and enhancements
• Define target segments, pricing/packaging inputs, and readiness criteria
• Develop marketing strategies that drive engagement and pipeline contribution
• Develop sales playbooks, battle cards, demo scripts, and objection-handling guides
• Build sales content and training to communicate product value and differentiation
• Partner with Content Marketing to ensure alignment with integrated campaigns
• Collaborate with Enterprise & SMB Marketing, Operations & Digital Marketing, Channel Marketing, and Events teams to build programs aligned with product goals
• Track product/feature usage and inform lifecycle marketing strategies
• Monitor performance and provide feedback
• Track product performance, pipeline impact, and campaign effectiveness
• Feed customer and market insights back into product roadmap decisions
• Develop customer testimonials and case studies to support sales and marketing efforts

Vice President, Product Marketing – Enterprise

Vice President

• Develop and implement a comprehensive digital & growth marketing strategy
• Define and execute a data-driven marketing strategy that aligns with the company’s overall business objectives and drives measurable growth and customer engagement across all owned and paid channels
• Oversee digital channel optimization and content creation
• Lead the optimization of all owned digital properties to ensure a seamless user experience, strong SEO performance, and effective lead generation
• Manage content creation, technical SEO, conversion rate optimization, and multivariate/A/B testing
• Drive marketing operations and lead lifecycle management
• Define and maintain lead lifecycle stages and processes
• Oversee campaign operations including build, QA, and deployment
• Manage routing rules and SLAs with Sales Operations, and optimize processes for efficiency and scalability
• Ensure effective budget management across initiatives
• Lead paid media and agency management
• Develop integrated media strategy and planning to align with business priorities
• Oversee performance activation and optimization across paid channels
• Maintain a test-and-learn roadmap and manage agency relationships for accountability, quality, and cost efficiency
• Monitor, analyze, and report on performance
• Develop and maintain dashboards for pipeline, campaign performance, and ROI
• Implement attribution models to measure marketing impact
• Deliver insights for quarterly business reviews and budget decisions, partnering with Martech, Finance, and Sales Ops for unified reporting
• Ensure data governance and compliance
• Maintain data quality standards across marketing systems
• Ensure compliance with privacy regulations and consent frameworks
• Manage identity resolution and audience segmentation in CRM, and define taxonomy for campaigns, UTMs, and reporting
• Stay ahead of industry trends
• Maintain a deep understanding of the latest digital marketing trends, technologies, and best practices, particularly within B2B and payments landscapes

Vice President, Head of Digital Platforms – Enablement

Financial Planning and Analysis

• Supervises a team of administrators who are responsible for providing accounting, administration and investor servicing to investment companies and advisers
• Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and information to focus on growing investments
• Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs
• Proactively identifies risk-related issues through review of qualitative and quantitative data, anticipates obstacles and then implements mitigating solutions
• Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items

Financial & Regulatory Reporting Manager

Data Analyst

• Responsible for working on big data/analytics projects that gather and integrate large volumes of data, performs analysis, interprets results and develops actionable insights and recommendations for use across the company
• Acquires data from multiple data sources in order to perform analysis
• Identifies, analyzes and interprets trends or patterns in complex data in order to provide answers to business questions as well as provide recommendations for action
• Interprets data and analyze results using various statistical techniques and tools
• Presents data and analysis in a clear and concise manner allowing the audience to quickly understand the results and recommendations so they activate upon them and make data driven decisions
• Collaborate with various partners to provide a holistic view of the analysis
• Measures and monitors results of applied recommendations and present adjustments
• Ensures all data acquisition, sharing and results of applied recommendations are compliant with company standards