U.S. Bank

Business Development Rep

• Take ownership of driving growth in Healthcare Practice Finance within your assigned market.
• Self-Sourced Growth: Independently identify, engage, and convert new healthcare practice clients.
• Expansive COI Network: Develop and maintain a broad network of Centers of Influence—including referral partners, industry professionals, and strategic stakeholders—to generate a steady pipeline of new business.
• Partnership: Collaborate with local Healthcare Relationship Managers in your territory to ensure a seamless client experience.
• Tailored Solutions: Deliver customized financial products and services that meet client needs and drive long-term loyalty.

Finance Business Development Officer

Representative

• Establish and maintain great working relationships with assigned business customers
• Serve as the main day to day contact between the customer and U.S. Bank
• Service and support customer’s depository and treasury products and provide limited loan servicing
• Act on behalf of the customer as a liaison with sales staff, technical specialists, and/or other U.S. Bank departments
• Utilize numerous systems to access account information and respond to customer inquiries received via phone, email, business line hand-off, and SinglePoint Service Request module
• Assist customers with product installation after the initial onboarding
• Identify and recommend the appropriate products and services to meet customer’s needs
• Research, trouble shoot and resolve operational problems experienced by our customers
• Provide depository support such as adjustment research, correction of deposit errors, missing or misapplied payments/ deposits

Commercial Banking Client Representative

Financial Planning and Analysis

• Provides personalized customer facing financial consulting and advising services though telephone conversations
• Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position
• Reviews each customer/prospect's financial situation to recommend financial products that meet their objectives, risk tolerance, tax exposure, and the like
• Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies

Wealth Management Investment Consultant, Advisory Services

Consultant

• 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
• 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
• 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
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Provide a consistent optimal client experience including greeting clients and processing basic transactions

Client Relationship Consultant – Banker

Reviewer

• Reviews appraisals and reports including desktop valuations from a wide variety of bank channels
• Reviewer Appraiser positions review all types of residential appraisal reports, including complex and small income properties located throughout the country
• Valuations are reviewed for accuracy, consistency and to ensure they are USPAP compliant, well supported and credible
• Analyzes quality and statistical data for the assigned property under review
• Develops a summary of collateral and communicate to the customer for the lending decision

Reviewer Appraiser

Inside Sales

• Drive and support revenue growth through proactive calling efforts on ICG clients with partnering with Regional Sales Leaders and ICG Relationship Manager leaders.
• Collaborate across key stakeholder groups including Sales Enablement, Product Management, Sales teams and external vendors.
• Lead, motivate, and manage, cultivate and grow a team of client-facing product subject matter experts.
• Ensure high-quality client interactions, requirements gathering, and efficient onboarding.
• Develop and execute strategic sales plans and support strategic initiatives to drive revenue growth and market expansion.

Inside Sales Leader – Payments Merchant and Institutional

Data Scientist

• Responsible for big data/analytics projects that gather and integrate large volumes of data
• Specializes in developing and programming methods, processes, and systems to consolidate and analyze unstructured, diverse big data sources to generate insights and solutions for client services and product enhancement
• Acquires data from multiple data sources to perform analysis
• Implements and validates predictive models as well as create and maintain statistical models with a focus on big data
• Identifies, analyzes and interprets trends or patterns in complex data to provide answers to business questions as well as provide recommendations for action
• Interprets data and analyzes results using various advanced statistical techniques and tools
• Presents data and analysis in a clear and concise manner allowing the audience to quickly understand the results and recommendations and make data driven decisions
• Collaborates with various partners to prioritize requests/needs and 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

Senior Data Scientist

Client Partner

• Partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships
• Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
• Underwriting all types of credit account exposure
• Managing an assigned credit portfolio
• Successfully closing new business relationships and expanding existing relationships
• Managing credit risk and responding to prospect or customer credit questions
• Making independent calls on assigned portfolio of relationships
• Providing customer service and participating in joint sales calls with Relationship Manager(s) and identifying customer needs

Portfolio Manager – Energy Industries

Account Manager

• 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 and collaborate effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams

Business Banking Relationship Manager

Auditor

• Coordinates the review and audit of completed SBA and business banking loan packages post-closing in compliance with policies and procedures, regulatory guidelines, and investor standards by gathering and reviewing necessary documents and information within designated time frames
• Communicates with internal staff, customers/clients, lenders, SBA partners, counsel, and other stakeholders to respond to inquiries, resolve post-close exceptions, and obtain additional documentation needed to complete the file
• Ensures compliance with internal policies, SBA SOP requirements, regulatory and investor requirements, and quality control standards
• Reviews files for completeness, accuracy, and adherence to SBA eligibility, documentation, and closing requirements
• Identifies documentation deficiencies, collateral exceptions, or compliance gaps and works to resolve or escalate issues as appropriate
• May support post-close audit reporting, file certification, and reconciliation activities, including reviewing final loan terms, fees, and disbursements for accuracy

Post Close Auditor

• Manage all relationship management activities for clients in the assigned business segment and geographical region
• Play a key role in growing spend volume and revenue by identifying new opportunities, strengthening existing partnerships
• Deliver a high-touch client experience
• Manage a portfolio of Public Sector and Higher Education commercial card clients across the West Coast
• Lead executive-level relationship reviews and facilitate regular client status calls
• Provide consultative insights on program performance and optimization opportunities
• Grow portfolio performance through spend optimization, product expansion, and targeted program enhancements
• Identify and pursue new business opportunities by expanding existing customer relationships
• Manage client contracts, rebates, and overall program strategy to ensure alignment with client objectives
• Support RFP responses, contract negotiations, and retention efforts

Public Sector Relationship Manager

• Partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships
• Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
• Underwrites all types of credit account exposure
• Manages an assigned credit portfolio
• Successfully closes new business relationships and expands existing relationships
• Manages credit risk and responds to prospect or customer credit questions and makes independent calls on assigned portfolio of relationships
• Provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs

Institutional Client Group Portfolio Manager – Energy Industries

Outside Sales

• Originates mortgage loans in an assigned non-bank territory
• Takes applications, conducts preliminary underwriting reviews, 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
• Engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations

Field Sales Mortgage Loan Originator

• Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.
• They do this by approaching 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 and the lives they want to lead.
• You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future.
• Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs.
• U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships.

Marketing

• Develops and leads the marketing strategy for a specified area to deliver customer-centric, multi-channel marketing programs to maximize customer growth, retention and engagement.
• Identifies and communicates key performance indicators to ensure marketing strategies are yielding positive return on investment as well as to modify and optimize strategies as necessary.
• Manages professional employees and/or supervisors of complex support, production marketing team(s).
• Uses segment specific marketing strategies and media to launch marketing programs and/or products in collaboration with agencies, product, sales and technical teams.
• Successfully negotiates contracts and activates vendor relationships for the benefit of the Company and our brand.
• Adapts departmental plans and priorities to address agility, resource and operational challenges.
• Provides marketing support for alternative marketing channels such as tradeshows, seminars, industry sponsorships, etc.
• Collaborates with internal partners to ensure that all marketing programs are in accordance with all laws, regulations and bank policies.

Finance Business Development Officer

Commercial Banking Client Representative

Wealth Management Investment Consultant, Advisory Services

Client Relationship Consultant – Banker

Reviewer Appraiser

Inside Sales Leader – Payments Merchant and Institutional

Senior Data Scientist

Portfolio Manager – Energy Industries

Business Banking Relationship Manager

Post Close Auditor

Public Sector Relationship Manager

Institutional Client Group Portfolio Manager – Energy Industries

Field Sales Mortgage Loan Originator

Business Banking Relationship Manager

Marketing Manager