U.S. Bank

Account Manager

• Managing and growing a complex portfolio of companies with $50MM–$1B in revenue
• Focusing on the Commercial Banking Middle Market segment
• Driving new client acquisition and deepening existing relationships
• Understanding complex business models and delivering tailored banking solutions
• Structuring credit facilities that support growth, liquidity, and capital strategies
• Collaborating with portfolio management and credit teams to structure financing solutions
• Ensuring the portfolio remains healthy while supporting clients’ strategic needs
• Providing strategic financial advice and identifying opportunities across the bank’s product suite

Relationship Manager – Middle Market – Institutional Client Group

• Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals
• Approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success
• Access to an expansive set of products and solutions to better serve 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

Business Development Rep

• Establish an understanding of U.S. Bank credit policy, organizational structure, and solutions with a focus on credit and wealth management.
• Align with ICG and Wealth Management to create a scalable, client-centric go-to-market strategy.
• Incorporate investment in national COIs to elevate U.S. Bank in the ESOP market and create two-way referral opportunities.
• Lead consultative discussions with existing clients to explain the benefits of an ESOP conversion and the typical process and timeline.
• Identify potential commercial clients through market research, industry networks, referrals, and events.
• Develop and execute a strategic prospecting plan to build and maintain a robust pipeline of new business opportunities.
• Initiate contact and engage with decision-makers, presenting tailored banking solutions that meet client needs.
• Conduct thorough needs assessments and deliver compelling proposals to secure new client relationships.
• Stay ahead of market needs by providing insights into market trends and tailored financial strategies.
• Collaborate with internal teams (RMs, PMs, Credit, Wealth Management, etc.) to deliver seamless onboarding experiences for new clients.
• Monitor client satisfaction and resolve issues promptly, ensuring long-term loyalty.
• Influence appropriate performance metrics that will help ensure this role is adding value to U.S. Bank and its clients. Achieve and exceed monthly, quarterly, and annual business development goals through robust scorecard measurement.

Business Development Executive – Employee Stock Ownership Plans

Support Engineer

• Provide Tier 1 agents (first level support) with mentor support when dealing with difficult or unfamiliar technical issue – serving as the process, policy and technical subject matter expert
• Monitor and respond to the inbound queue of escalation tickets within required service level thresholds – actively engaging with merchants, sales and partners to deescalate the situation and ensure technical resolution and high quality of customer satisfaction
• Engage Product Team with escalated customer feedback & engage Engineering Team for bug fixes, including verifying and provide repro-steps for all bugs submitted
• Log escalations/complaints in relevant escalation doc

Tier 2 Technical Support Representative, Point of Sale

Manager

• Design and develop canvas applications from scratch that run the business planning and intake process for Consumer & Business Banking
• Own the Power App user experience—from app design and logic to integrations with SharePoint, Jira, and other data sources
• Build and maintain Power Automate flows that automate routing, validation, notifications, and data synchronization
• Support early technical reviews for incoming technology requests, acting as a planning advisor
• Use data and analysis to improve efficiency, consistency, and planning outcomes

Planning Framework Manager

Product Manager

• Lead the product development lifecycle for Moody's CreditLens ensuring alignment with business goals and user needs.
• Collaborate with cross-functional teams including teams within the SCS CoE, technology, and business partners to deliver high-quality product solutions.
• Develop and maintain product roadmaps, prioritizing features and enhancements based on user feedback and market trends.
• Design and implement user stories, ensuring technical debt is managed and addressed.
• Conduct regular stand-ups and refinement sessions, providing updates on UAT testing and sprint progress.
• Partner with stakeholders to gather requirements, define project scope, and ensure successful delivery of product initiatives.
• Utilize the Toolkit for project management tools to track progress, manage backlogs, and report on key metrics.
• Stay updated with industry trends and best practices, incorporating them into product design and development processes.

Product Owner – Auxiliary Products

Project Manager

• Read and interpret trust indentures with regard to reporting requirements.
• Create technical report specifications from indenture language.
• Set up payment calculations in a variety of in-house systems.
• Receive, map and reconcile periodic collateral data.
• As required, make tax elections, file for EIN’s, and track residual holder transfers.
• As required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing).
• Compile monthly, quarterly and annual payment and/or tax reports.
• Coordinates with operations teams to ensure correct payments are received and made.
• Perform quality control review of reports, meeting timeliness and accuracy standards.
• Frequent interaction with asset managers, investors, auditors and rating agencies.

CLO Middle Office Project Analyst

• Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes
• Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management
• Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts

IT Account Manager

• Manage and maintain relationships with institutional OCIO clients, providing high-quality service and ongoing support for discretionary investment advisory solutions.
• Support business development initiatives by promoting USBAM’s OCIO investment management services to prospective clients.
• Focus on servicing and developing relationships within Public, Taft-Hartley (Labor Union), Non-Profit, and Corporate client segments.
• Conduct investment and review meetings with institutional clients via phone, virtual platforms, or in person, as appropriate.
• Educate clients and prospects on current market conditions, investment strategies, and opportunities.
• Help expand the USBAM OCIO business by identifying sales leads, participating in prospect meetings, attending regional and national industry conferences, and supporting proposal development and finalist presentations.
• Collaborate with and support other USBAM colleagues in sales, marketing, and client service activities, as appropriate.

OCIO Relationship Manager

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 Associate Manager

• 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 – Enterprise Sales

Sales

• Prospect and acquire new merchant clients across verticals such as Retail, Hospitality, Healthcare, and Public Sector.
• Conduct product demonstrations and articulate the value proposition of MPS solutions.
• Manage a robust sales pipeline using Salesforce and other CRM tools.
• Negotiate pricing and contract terms to close deals efficiently.
• Build and maintain strong, long-term client relationships.
• Execute customer retention strategies to reduce churn and increase satisfaction.
• Serve as a trusted advisor to clients, providing insights and solutions tailored to their business needs.
• Identify and pursue opportunities in high-growth geographies and verticals.
• Stay informed on industry trends, competitive dynamics, and regulatory changes.
• Ensure compliance with internal controls and promotional offer guidelines.
• Maintain accurate records of sales activities and customer interactions.

Payments Consultant – Direct Sales

Administration

• Settles bond/bank loan trades and invests excess cash as directed by the Portfolio Manager
• Books cash inflows/outflows to the portfolio
• Tracks asset attributes such as accrual information, rating, industry codes, etc.
• Provides reports to the clients on a daily/monthly/quarterly basis
• Assists Analysts with reporting to the investors
• Ensures accuracy and timeliness of data through proper booking and reconciliation of account activity.

CDO Middle Office Administrator

• Supervising the day-to-day activities related to loan origination functions for a small team of Mortgage Loan Originators
• Ensures that documents required for processing, underwriting, and closing are secured in a timely manner
• Meets specific loan volume origination goals established annually by upper management
• Establishes referral source relationships for a steady flow of loan volume from real estate brokers, builders and other external sources
• Actively participates in local and state mortgage banking, realtor, and builder trade associations
• Maintains thorough understanding of mortgage industry knowledge and event issues
• Establishes collaborative partnerships within U.S. Bank Home Mortgage and other business lines within U.S. Bank
• Promotes the establishment and growth of customer relationship and additional product sales
• Interviewing and recruiting new talent and proactively retaining employees through employee development and positive employee engagement

Mortgage Sales Supervisor

Call Center Representative

• Responsible for managing customer service staff in receiving customer inquiries, investigating requests, answering questions and resolving problems
• Maintains a high level of quality customer service
• Coaches all contact center personnel within site location
• Works with leadership and other managers to provide leadership and direction
• Ensures compliance to applicable internal policies and procedures
• Participates in the development and enhancement of equipment and training procedures and programs