U.S. Bank

Consultant

• Partner with Financial Advisors and advisor teams to enable adoption of managed account and advisory solutions through consultative guidance, education, and execution support.
• Provide virtual advisory consulting to help advisors identify appropriate clients, frame planning‑led conversations, and execute compliant, operationally sound transitions to fee‑based relationships.
• Reinforce and promote repeatable client engagement processes that enhance practice efficiency, consistency, and scalability.
• Support advisors in improving practice management workflows, including client segmentation and effective use of firm platforms and tools related to the advisory business.
• Develop and deliver virtual training sessions, workshops, and educational content to build advisor proficiency and support advisory capability adoption.
• Collaborate cross‑functionally with Product, Operations, Supervision, Compliance, and Sales Leadership to resolve issues, reduce operational friction, and ensure timely execution of advisory opportunities.
• Monitor and manage advisor requests and open items, proactively identifying risks or delays and providing structured insights to inform platform enhancements and process improvements.
• Support initiatives and projects designed to enhance the advisory support model, improve the advisor experience, and drive long‑term business scalability.

Managed Account Consultant

Manager

• Manage a portfolio of Trade & Working Capital Finance relationships in partnership with Business Line Portfolio Management, Relationship Managers, and Credit teams.
• Oversee the credit approval process, coordinating with the Institutional Client Group (ICG) and Asset Based Finance Portfolio Management teams as applicable, to ensure transactions are structured and approved in accordance with internal credit policies and risk frameworks.
• Support deal structuring, identify and resolve policy exceptions, and ensure all internal approval and documentation requirements are satisfied.
• Participate in deal closings, including review of legal documentation and coordination with Operations to ensure accurate booking and efficient implementation of approved structures.
• Respond to internal and external credit‑related inquiries, providing timely analysis and support.
• Support Trade & Working Capital Sales and Origination and Sales Enablement & Program Management teams with client needs, structuring questions, and portfolio related insights.
• Contribute to revenue growth by supporting new business opportunities and expansion of existing relationships.
• Produce and analyze portfolio reporting, metrics, and dashboards to deliver actionable insights on performance, risk, utilization, and growth trends for management and business partners leveraging Microsoft Office (with strong emphasis on Excel), Adobe, and proprietary systems such as Power BI, nCino, Salesforce, and Precision Lender (or similar tools).
• Proactively monitor portfolio risk, identify emerging credit, counterparty, country, bank, or structural risks, and partner with Credit and Risk to escalate issues, recommend risk mitigants, and implement exposure or structure changes as needed.
• Function as a trusted advisor on Trade & Working Capital credit policy interpretation, ensuring consistent application across transactions and supporting governance, exception management, and policy refinement efforts.
• Support regulatory exams, internal audits, and credit risk reviews by coordinating data, documentation, and responses, and partnering with stakeholders on issue remediation.
• Provide governance and execution oversight for AP supplier onboarding, funding requests, and LC confirmation and discounting activity, approving, or escalating requests as appropriate to ensure compliance with credit approvals, risk limits, and Trade & Working Capital policy.

Portfolio Manager – Trade & Working Capital

Product Manager

• Enable business line value creation by explicitly connecting AI product objectives, key results, and roadmaps to business outcomes including cost savings, revenue growth, productivity gains, and risk reduction.
• Balance near-term delivery with longer-term platform and capability investments to maximize return on AI investments.
• Leverage business priorities, customer problems, and enterprise AI strategy to define a clear vision for the AI archetype.
• Define multi-year AI product strategy including target use cases, users, value hypotheses, technical capabilities, and build vs. buy decisions.
• Align AI product vision across Technology, Risk, Data, and Business partners to establish an integrated, executable roadmap.
• Continuously re-evaluate priorities to optimize capacity against business value, delivery risk, and reuse potential.
• Integrate AI products and platforms into existing digital and operational experiences to drive measurable business value.
• Advocate for reusable AI capabilities (patterns, components, guardrails, evaluation approaches) to enable scale, speed to market, and consistent risk posture.
• Evaluate vendor and platform options for AI capabilities, making informed recommendations on build vs. buy.
• Drive AI product development through the agile lifecycle, from discovery to pilot to production.
• Actively engage the quad (Product, Design, Agile, Engineering) to execute strategy and continuously improve delivery effectiveness.
• Ensure iterative development with clear MVP definitions, success metrics, and learning loops.
• Partner closely with technical teams to shape solution architecture with an emphasis on reuse, reliability, performance, and operational readiness.
• Partner with Risk, Compliance, and Governance teams to ensure AI solutions are compliant-by-design and meet all enterprise risk requirements.
• Incorporate risk, control, and approval processes into delivery plans without sacrificing speed or clarity of ownership.
• Validate AI solutions through adoption, usage, and value realization metrics.
• Identify drop-offs, risks, and optimization opportunities post-launch; drive continuous improvement to increase adoption and sustained impact.
• Partner with cross-functional teams to establish product-market fit using research, discovery workshops, product charters, and journey mapping.
• Collaborate with communications, training, operations, and business partners to support successful rollout and adoption of AI capabilities.

Senior AI Product Manager

Marketing

• Own creative marketing strategy for assigned products and initiatives, translating business objectives, customer insights, and performance data into integrated creative approaches.
• Lead development of advertising and marketing assets across display, social, video, direct mail, email, and other assigned channels while acting as the key point of contact for our internal and external agencies.
• Serve as primary creative lead and decision‑maker for designers, copywriters, and agency partners; provide strategic direction, feedback, and final approval.
• Manage multiple concurrent campaigns, balancing priorities, timelines, complexity, and risk to ensure on‑time, on‑brand delivery.
• Review and approve creative assets to ensure brand consistency, clear messaging, and strong value proposition articulation.
• Analyze campaign performance to generate insights and optimize creative strategy; communicate findings and recommendations to stakeholders.
• Leverage market research, customer insights, and performance learnings to inform creative direction; lead research across traditional and AI‑enabled channels.
• Provide input into creative budget planning; manage assigned budgets and make trade‑offs to maximize impact and efficiency.
• Act as a strategic marketing partner to cross‑functional stakeholders, influencing decisions through expertise and data‑backed recommendations.
• Stay current on marketing trends, creative best practices, and emerging technologies relevant to small business audiences.
• Independently prioritize work and manage ambiguity under broad direction.
• Apply sound judgment to solve complex marketing challenges.
• Identify risks and opportunities within creative initiatives and drive solutions.
• Serve as a subject‑matter expert in creative marketing best practices.

Marketing Manager – Creative, Small Business Banking

Platform Engineer

• Design, build, and operate the enterprise Snowflake data platform supporting multiple business domains (Finance, HR, Supply Chain)
• Own the Snowflake platform lifecycle, including account topology, RBAC, network architecture, governance, CI/CD automation, and disaster recovery
• Build and maintain multi‑account Snowflake environments (PROD / NONPROD / DEV) on Snowflake Business Critical edition
• Implement secure Azure Private Link connectivity, including private endpoints, Private DNS Zones, and network policy enforcement
• Develop and maintain Terraform modules to automate provisioning of Snowflake resources (databases, schemas, warehouses, roles, tags, monitors, integrations)
• Enable self‑service platform consumption through validated YAML manifests deployed via Shield CI/CD pipelines
• Integrate Snowflake with Entra ID (Azure AD) using SAML SSO, SCIM provisioning, and enterprise RBAC patterns
• Manage service account authentication, secrets, and key rotation using HashiCorp Vault and Azure Key Vault
• Enforce security and compliance controls, including data masking, row‑level security, object tagging, audit logging, and policy‑as‑code
• Embed infrastructure and supply‑chain security scanning into CI/CD pipelines (Checkov, tfsec, Semgrep, Snyk)
• Design for resiliency and cost efficiency, including warehouse sizing, resource monitors, cost allocation tags, and chargeback reporting
• Own cross‑region disaster recovery, replication strategies, and RPO/RTO adherence
• Govern secure data sharing patterns and monitor data sharing usage and approvals
• Partner with Cloud, IAM, Security, and FinOps teams to ensure alignment with enterprise standards and regulatory requirements

Snowflake Platform Engineer

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually
• Provide the best possible counsel while adapting a digital first mindset
• Strong client relationships are based on trust, assessing and attending 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
• Build and foster relationships with clients through proactive outreach and follow up
• Open new consumer and business accounts, complete service requests and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services

Float Client Relationship Consultant 4 – Banker

• Build relationships with customers via multiple channels including in-person, by appointment, and virtually
• Provide the best possible 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
• Identify solutions for new and existing clients
• 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
• Proactively educate clients on emerging and self-service digital products and services

Client Relationship Consultant – Banker

Risk

• Provide compliance and operational risk subject matter expertise to support product teams and strategic initiatives
• Risk management for assigned products within business banking
• Support new product development, product structure, rates/fees, and other related strategic initiatives
• Support CBB in an anticipatory posture related to the rapidly changing risk and compliance environment, while balancing process efficiencies and customer experience
• Operate independently within the CBB and enterprise risk framework, often with tight deadlines and multiple, concurrent projects
• Partner with business line leaders, product team, First Line and Second Line of Defense Risk subject matter experts
• Make informed risk decisions expeditiously to ensure consistent and timely risk support for the product teams
• Provide risk expertise for complex change initiatives to ensure compliance with existing Risk policies
• Utilize existing enterprise risk management framework to ensure risk partners across the enterprise are engaged and informed, as needed (e.g., PRISM, CAT, TPRM, etc.)
• Navigate all risk approvals, as needed, including BCIQ, PRISM, and CAT. This may also include TPRM, EFCC, Model Governance, AI COE

Strategic Initiatives Risk Consultant – Consumer & Business Banking Product Support

Account Manager

• Play a pivotal role in helping business clients achieve their financial goals
• Approach each day with the purpose of doing the right thing for business clients
• Maintain strong client relationships based on trust and assess clients’ banking needs
• Obtain and process client and account information
• Educate clients on available deposit and loan products and services
• Recommend financial solutions based on each client’s unique goals and needs
• Build, develop, and manage new and existing relationships with business clients
• Deliver financial expertise and client-centric solutions for long-term relationships

Business Banking Relationship Manager

Analyst

• Accountable for supporting operational platform management across the wires platform and its broader ecosystem
• Execution-focused, with a strong emphasis on testing delivery, platform support, and tactical implementation of prioritized work
• Drive execution of platform enhancements, testing, and modernization efforts that enable resiliency, efficiency, and compliance
• Partner closely with business, operations, and technology teams to support platform evolution initiatives—including ongoing transformation efforts

Wires Platform Analyst

Email Marketing Manager

• Lead the execution of consolidated and ad-hoc email campaigns from concept through launch
• Partner with Strategy and Creative teams to align business objectives, creative direction, and campaign goals
• Manage creative-to-data mapping and ensure all required assets are delivered to the email development team
• Conduct email preview and quality assurance reviews, gather stakeholder feedback, and communicate revisions clearly to the development team
• Review audit outputs, collect required approvals, and manage workflow processes to ensure campaign readiness and compliance
• Ensure campaigns adhere to industry best practices while meeting timelines and key milestones
• Serve as a subject matter expert on email best practices, campaign execution, and performance optimization
• Analyze campaign results and recommend optimizations to improve future performance
• Build strong relationships with internal stakeholders and external partners

Email Campaign Manager

Data Scientist

• Lead analytics enablement for Mortgage Default and Loss Mitigation, shaping scalable, insight-driven capabilities across servicing operations
• Mentor analysts and cross-functional partners on advanced analytics practices, self-service BI, and data literacy
• Serve as a strategic partner across servicing, compliance, risk, finance, and technology to prioritize high-impact analytics use cases
• Translate business needs into data products, leveraging tools such as Power BI, Databricks, SQL, Python, and Azure-based data platforms
• Design and drive adoption of KPIs, OKRs, dashboards, and performance frameworks (e.g., balanced scorecards, leading/lagging indicators)
• Establish and enforce data governance, lineage, and quality controls aligned to enterprise data management standards
• Deliver portfolio insights using core mortgage analytics concepts, including delinquency curves, roll rates, cure rates, modification performance, liquidation timelines, and severity analysis
• Partner with data engineering and BI teams to modernize data pipelines and enable scalable access through data lakes, semantic models, and automated reporting workflows
• Develop executive-level reporting and storytelling that translates complex analysis into clear, actionable decisions
• Identify operational inefficiencies using root cause analysis, process mining, and variance analysis, and recommend data-driven improvements
• Ensure analytics and reporting align with regulatory, investor (FNMA/FHLMC/Ginnie Mae), and internal governance frameworks

Analytics Lead – Mortgage Default & Loss Mitigation

Auditor

• Independently executing audit engagements end‑to‑end, including risk assessment, walkthroughs, process documentation, and testing of control design and operating effectiveness
• Evaluating regulatory, operational, and governance controls across retail broker‑dealer and registered investment advisor activities
• Building and documenting process flows, identifying control gaps, and developing well‑supported audit observations
• Exercising professional judgment to assess risk severity, root cause, and potential impact, and clearly articulating conclusions to management
• Partnering effectively with business and risk stakeholders to challenge existing practices, provide credible audit perspectives, and influence control enhancements
• Contributing to enhanced continuous monitoring and issue validation activities to support sustained control effectiveness
• Leveraging data analytics and AI‑enabled techniques to enhance audit coverage, efficiency, and insight, either through hands‑on analysis or effective use of enterprise analytics capabilities

Senior Auditor – Wealth, Corporate, Commercial and Institutional Banking

IT Support

• Responsible for managing a credit administration/loan review group
• Ensures credits adhere to existing policies and regulatory credit specifications
• Documentation is adequate to ensure security of collateral
• Ongoing administration and review is adequate to maintain the loan portfolio’s quality and profitability

Market Credit Administrator

Technical Project Manager

• Supports the assessment of the effectiveness of the frameworks in alignment with industry standards, such as NIST, and broader AI governance principles, including ethical, legal, and operational aspects.
• Identifies gaps, risks, and areas for improvement in AI governance, risk management, and compliance.
• Provides actionable best practices for strengthening the AI governance framework and ensuring alignment with emerging standards, regulatory requirements, and best practices.