U.S. Bank

Financial Planning and Analysis

• Help drive consistent and comprehensive measurement of returns across the organization
• Understand bank products and services, pricing, delivery costs, expense attribution and capital and liquidity requirements
• Provide influence and support to senior management to guide decisions related to the deployment of balance sheet and capital in support of the Company’s business strategies

ALM Financial Analyst

Consultant

• Contacts prospective customers in order to provide consultative advice on current cash flow practices in order to develop treasury management business
• Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business
• Prepares sales presentations, explains services offered, and recommends solutions which would benefit clients
• Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs
• Assists management in developing a market strategy and in setting sales objectives
• Responsible for meeting or exceeding all assigned sales and revenue retention goals
• Assists in the design and oversees the proper installation of treasury management services
• Assists management in the development of new services or the modification of existing services

Treasury Management Consultant

Solutions Engineer

• Develop a comprehensive understanding of the WBS business model, including key drivers of growth and performance
• Assist in aligning day-to-day operations with broader business objectives
• Translate business objectives into structured process improvements and implementation plans
• Partner across functional areas to evaluate processes to identify inefficiencies, scalability constraints, control gaps
• Influence adoption of best practices and ensure consistency across teams
• Use data and performance insights to inform recommendations and drive ongoing optimization
• Educate then influence business partners to think out of the box to drive solutions for the unique requirements of the WBS business line
• Support and coordinate multiple initiatives concurrently, ensuring alignment to business priorities
• Contribute to development of operating routines that improve prioritization, transparency, and execution discipline

Wealth Banking Services Enterprise Solutions Manager

Executive Assistant

• Provides a broad variety of administrative and staff support services for an assigned group or manager
• Collects and interprets data to produce reports
• Conducts special projects
• Coordinates meetings, conferences, presentations and travel arrangements
• Composes correspondence and other documentation as needed
• Frequently uses personal computer software packages for word processing, graphics, spread sheets, etc.
• Specific job duties vary by area

Sales

• Manages relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers
• Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships
• Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships
• Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients and makes appropriate referrals

Relationship Management Sales Associate – Institutional Client Group

Account Manager

• Allocate 65–70% of time to active prospecting, self‑sourcing business, building a book from the ground up, and driving new client acquisition.
• Build, develop, enrich and manage new and existing relationships with business clients.
• Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
• Assess and attend to clients' banking needs.
• Educate clients on available deposit and loan products and services.
• Recommend financial solutions based on each client’s unique goals and needs.
• Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams.

Business Banking Relationship 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

Customer Experience Specialist

Full-stack Engineer

• Design, build, and enhance features using Java (Spring) and modern React
• Partner with product and business stakeholders to translate requirements into scalable technical solutions
• Contribute to architecture and technical direction alongside the tech lead
• Participate actively in product discussions and suggest improvements and solutions
• Identify potential issues early and proactively recommend solutions
• Support ongoing modernization and re-engineering of an established platform
• Deliver high-quality code in a fast-paced, high-demand environment
• Collaborate cross-functionally to deliver end-to-end solutions

Senior Software Engineer

Product Manager

• Support discovery and delivery of agentic AI and workflow automation use cases under the guidance of a senior Product Manager
• Assist in translating business needs into product requirements, user stories, acceptance criteria, and success metrics
• Partner with Agile delivery teams to support sprint planning, backlog refinement, and release coordination
• Help document and define how AI agents integrate into existing WCIB workflows and user journeys
• Contribute to the design of human‑in‑the‑loop controls, escalation paths, and usability considerations
• Support testing and validation of agentic behaviors in partnership with Technology and Risk teams
• Track delivery progress, adoption metrics, and outcome measures tied to defined OKRs
• Support change management and adoption efforts with business users and AI Champions
• Identify opportunities for improvement based on user feedback and performance data
• Participate in enterprise AI intake, documentation, and approval processes
• Collaborate with Risk, Compliance, Legal, Technology, and Data partners to ensure compliant delivery
• Maintain clear documentation and artifacts required for regulated environments

Product Manager – Agentic AI, Workflow Transformation

Project Manager

• Lead or support in the preparation of high-quality underwriting packages for proposed equity investments, describing the strengths, weaknesses, risks, and mitigating factors related to a transaction.
• Manage or support in the management of third party professionals, including attorneys, accountants, consultants, and engineers.
• Lead or support in the resolution of project issues that may arise and provide value-added solutions by proactively identifying uncertainties and grey-area situations and taking well-reasoned and well-mitigated risk. Communicate the Bank’s position to customers, and advocate on behalf of Sponsors with Credit and management.
• Coordinate with internal parties to facilitate the underwriting, credit approval, execution of new investment requests, and investment closings.
• Support the Project Management team in closing new transactions in accordance with bank policies while furthering the Bank’s customer relationships.
• Review complex legal documents related to structured investment arrangements, as well as all necessary third-party reports supporting financing requests; collaborate with teammates and other project managers to mitigate risks on behalf of USBIF.
• Review and analyze financial models to identify and address underwriting, cash flow, and accounting risks.
• Participate in special projects, including the maintenance and revision of internal policies and procedures.

Infrastructure Finance – Tax Equity Project Manager

Customer Success Manager

• Deliver a best in class partner experience by supporting enterprise partners from time of sale through implementation and ongoing partnership growth.
• Focus on activation, adoption, and monetization across the partnership.
• Ensure partners have the knowledge, tools, and operational readiness needed to successfully launch, activate, and scale U.S. Bank Avvance.
• Collaborate with internal teams to remove roadblocks, strengthen partner engagement, and drive solutions that support performance and growth.
• Provide ongoing feedback and performance insights to ensure a partner centered experience and advance activation, utilization, and long term partnership success.

Manager

• The Payments Market Manager develops profitable new business account relationships and increased profitability from existing accounts.
• Identifies business opportunities based on knowledge of clients, markets, products, and services.
• Makes sales presentations to existing and prospective clients informing them of benefits of using the organization's products and services to meet their needs.
• Implements and maintains an effective referral network and call program to promote sales.
• Prospecting, creating, and managing a pipeline of opportunity specific to companies with less than $2.5M in revenues.
• Execute merchant sales strategies in the Small Business segment.
• Execute successful sales campaigns.
• Provide activity reporting and progress toward objectives to leadership.
• Grow and maintain productive partner relationships with key stakeholders and bank partner.

Market Manager

• Join the financial reporting team overseeing external financial reporting for various clients
• Review and deliver monthly/quarterly unaudited financial statements for hedge and private equity funds
• Prepare/review annual audited financial statement disclosures with U.S. GAAP and SOC-1 checklist
• Coordinate annual audits with external audit firms
• Perform disclosure research and consult with management and external auditor
• Oversee calculation and presentation of fund-level performance metrics, fees, expenses, and carried interest
• Lead initiatives to streamline existing processes through technology and automation
• Develop and mentor both onshore and offshore team members

Financial & Regulatory Reporting Manager

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to 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, 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.

ALM Financial Analyst

Treasury Management Consultant

Wealth Banking Services Enterprise Solutions Manager

Executive Assistant

Relationship Management Sales Associate – Institutional Client Group

Relationship Management Sales Associate – Institutional Client Group

Business Banking Relationship Manager

Customer Experience Specialist

Senior Software Engineer

Product Manager – Agentic AI, Workflow Transformation

Infrastructure Finance – Tax Equity Project Manager

Customer Success Manager

Market Manager

Financial & Regulatory Reporting Manager

Client Relationship Consultant, Level 2-4