U.S. Bank

Manager

• Supervise a team of administrators responsible for fund accounting, administration, and investor servicing
• Allocate income and losses across complex fund structures
• Calculate management, incentive, and carried interest fees
• Prepare investor statements, capital calls, distributions, and rebalancing calculations
• Ensure timely and accurate delivery of all required investor notices
• Review accounting and financial statement information for audit and tax purposes
• Act as the primary escalation point for assigned clients and identify risks
• Collaborate closely with operations, investor relations, auditors, and financial reporting teams

Investor Allocations Manager

• Overseeing the effective execution of the Issue Management program within Wealth, Corporate, Commercial and Institutional Banking (WCIB).
• Leading a team of Issue Coordinators and partnering closely with business, risk, compliance, audit, and other enterprise stakeholders.
• Ensuring issues are identified, governed, remediated, and closed in accordance with Enterprise Issue Management Policy and associated procedures.

Manager Issue Management – Wealth, Corporate, Commercial & Institutional Banking

Account Manager

• Develops and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services
• 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

IT&C Relationship Manager

Data Analyst

• Lead end-to-end analytics across Wealth, Commercial and Institutional Banking to drive customer acquisition, relationship deepening, retention, profitability, and operational efficiency.
• Define and implement KPIs, dashboards, and performance metrics that inform decision-making and measure business impact.
• Apply advanced statistical methods and analytics using tools such as SAS, SQL, Python, R, and similar platforms.
• Develop and deploy predictive AI/ML models, segmentation frameworks, and product and pricing analytics to support strategic decisions.
• Translate complex analyses into clear, visually compelling insights for executive and business audiences.
• Identify, evaluate, and manage data sources; partner with data providers; ensure data quality, security, and infrastructure integrity.
• Align analytics strategies and outputs to business objectives and expected outcomes.
• Build a deep understanding of customer needs, sentiments, and pain points to enable empathetic, customer-centric decision-making.
• Map and analyze end-to-end customer journeys to identify opportunities to improve experiences across channels and touchpoints.
• Design and lead qualitative and quantitative research, including surveys and studies, to inform CX strategy and innovation.
• Leverage VoC, CSAT, behavioral data, and journey analytics to enhance service offerings and product experiences.
• Champion and partner on inner- and outer-loop CX processes to ensure insights drive action.
• Collaborate with Product, Marketing, Business Line, and Technology teams to optimize experiences, expand self-service, and streamline journeys.
• Build, lead, and develop a high-performing team of data scientists, analysts, CX strategists, and researchers, fostering innovation and continuous learning.
• Serve as a trusted advisor and thought leader to senior executives, influencing enterprise and line-of-business strategy through insights.
• Develop and execute strategic plans, including goal setting, target segmentation, resource allocation, and performance monitoring.
• Drive transformation initiatives focused on efficiency, scalability, and impact.
• Proactively identify challenges, develop innovative solutions, and adapt quickly to changing market conditions, technologies, and customer expectations.
• Provide overall operational leadership, including financial management, vendor and agency oversight, and talent planning.

SVP – WCIB Data Analytics, CX and Research

Customer Support

• Establish and lead the end‐to‐end customer experience research and insights strategy for Payments
• Define and maintain a forward‐looking research agenda aligned to business priorities, product roadmaps, and emerging industry trends
• Oversee qualitative and quantitative research, journey analysis, behavioral insights, and feedback mechanisms to develop a holistic view of customer needs, pain points, and adoption drivers
• Ensure insights are synthesized into clear, compelling narratives that inform executive decisions
• Define experience success measures tied to business outcomes such as growth, retention, usage, servicing efficiency, and risk reduction
• Continuously monitor payments, fintech, and customer experience trends to identify implications for PCS products, experiences, and capabilities
• Champion a closed‐loop approach where insights drive action, outcomes are measured, and learnings are continuously refined
• Lead, mentor, and develop a high‐performing team of customer experience researchers and insight professionals
• Serve as a trusted advisor to senior PCS and enterprise leaders on customer experience priorities and implications

VP, Customer Experience & Research - Payments

• Works with Relationship Managers and coverage team members on the day-to-day management of Corporate and Commercial Banking clients in the Food and Beverage sector within the Institutional Client Group (ICG)
• Analyzes financial data and prepares comprehensive written analyses
• Analyzes portfolio credit quality
• Assists the Relationship Manager in presenting credit requests to Credit Approval
• Identifies products and services that meet customer needs and making appropriate referrals
• Higher levels may have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s)

Relationship Manager Associate – Food and Beverage

Risk

• Partner with Senior and Executive Leaders across WCIB, as well as Risk/Compliance/Audit (RCA) Consultants, RCA Managers, and other Senior RCA Managers, to oversee the development, implementation, and ongoing maintenance of an effective risk management framework supporting fiduciary activities within Personal Trust and Investments.
• Lead projects and ongoing activities that ensure compliance with applicable federal, state, and local laws and regulations.
• Proactively identify risk gaps and drive sustainable solutions to minimize losses resulting from inadequate processes, systems, or human error.
• Accountable for the active identification, assessment, escalation, and response to risks, as appropriate.
• Influence policies, procedures, and governance to support business objectives while mitigating risk and regulatory exposure.
• Ensure effective partnership between the Line of Business and the first, second, and third lines of defense.
• Identify, assess, monitor, and report on risks, processes, and controls within established risk appetite.
• Partner with the business on strategic initiatives to ensure risks are appropriately identified, documented, reported, and escalated.
• Provide advisory and implementation support for management responses designed to mitigate identified risks.
• Perform risk assessments to evaluate adherence to policies and procedures, accurately identify risks, and drive remediation activities.
• Provide guidance on achieving and sustaining compliance with regulatory, industry, and contractual requirements.
• Support Wealth Management in demonstrating evidence of control design and operating effectiveness and identify and escalate control gaps in a timely manner.
• Deliver targeted, actionable risk reporting to senior leaders and executive management.
• Serve as a functional liaison between Wealth Management and the second and third lines of defense.

Risk Manager – Wealth Management

• Works with Relationship Managers and coverage team members on the day-to-day management of Corporate and Commercial Banking clients in the Healthcare segment
• Analyzes financial data and prepares comprehensive written analyses
• Analyzes portfolio credit quality
• Assists the Relationship Manager in presenting credit requests to Credit Approval
• Identifies products and services that meet customer needs and making appropriate referrals
• Higher levels may have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s)

Relationship Manager – Healthcare

Analyst

• Approving the extension of credit and/or making recommendations to the person(s) making the final lending decisions on new, renewal and extension loans
• Conducting a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers
• Reviewing customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues
• Using technological tools, including computer software, to assist in the credit analysis process
• Making recommendations and/or decisions after various possibilities are considered

SBA Credit Analyst 4

• Responsible for providing credit analysis and portfolio support for agricultural and agribusiness clients.
• Analyzes financial information to support credit decisions, monitor risk, and ensure compliance with bank policy and regulatory standards across an agricultural loan portfolio.
• Supports Relationship Managers and Credit Officers by preparing financial spreads, cash flow analysis, collateral evaluations, and credit memorandums for new loan requests, renewals, modifications, and ongoing portfolio management.
• Develops an understanding of agricultural production cycles, commodity markets, and seasonal cash flow patterns, and applies this knowledge when assessing borrower repayment capacity and risk.
• Works collaboratively with relationship teams to address credit questions, covenant monitoring, and portfolio reviews.

Agricultural Credit Analyst – Multiple Levels

Project Manager

• Lead and manage strategic projects and workstreams with cross-functional teams, ensuring the successful execution of partnership initiatives
• Engage with stakeholders to drive, monitor, and track initiative progress against objectives and timelines
• Communicate clearly and effectively while demonstrating professionalism and building credibility as a key team member
• Assist in the development of business cases and presentation materials for senior-level stakeholder review and support
• Support the alignment of partnership priorities with ongoing business line objectives and product roadmaps
• Create project plan and charter​
• Facilitate weekly/monthly core working team meetings​
• Organize monthly Steering Committee meetings​
• Escalates risks and tracks/mitigates risks proactively
• Manages overall project schedule​
• Ensures accountability of project team members by tracking commitments, following up on deliverables, and reinforcing ownership of assigned tasks

Senior Project Manager – Custody/Investment Services

• Serve as the primary point of contact for senior leadership at assigned clients, ensuring satisfaction and long-term retention
• Manage non-credit risk across the customer portfolio to maintain compliance and mitigate exposure
• Prospect and secure new business opportunities to increase spend volume and revenue
• Expand existing customer relationships through cross-selling and upselling of bank products and services
• Monitor profitability and implement strategies to enhance financial performance
• Provide tailored, consultative advice to clients to support their business objectives
• Identify client needs and deliver solutions across all product groups
• Drive growth through program optimization initiatives and strategic planning
• Analyze portfolio performance and recommend improvements to maximize results
• 30-40% travel required

Freight Relationship Manager

Systems Engineer

• Supervises and develops multi-platform converged enterprise engineering solutions targeted to meet existing, enhanced, and new platform solutions for business and infrastructure services
• Leads, directs, or recommends cross-functional team targeted for system enhancements for system performance, reliability, scalability, and capacity
• Evaluates product and service solutions

Principal Systems Engineer – Database On-Prem, Cloud

• Partners with assigned Relationship Manager(s) and Bankers to successfully manage Wealth Banking Services credit account relationships.
• Assists in growing revenue by successfully managing relationships with existing customers.
• Responsibilities include managing risk, responding to customer questions, and making independent calls on assigned portfolio of relationships.
• Secondarily, provides customer service and assists in identifying customer needs.

Wealth Banking Services – Portfolio Manager

Consultant

• Build relationships with customers via multiple channels including in-person, by appointment, and virtually
• Provide counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• Maintain a working knowledge of consumer and business banking products and services including digital products and services
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services