U.S. Bank

Account Manager

• 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

Business Development Rep

• 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

Contact Center Manager

• Supporting and servicing the clients of the Retail, Small Business Banking, Affluent Wealth and Business Banking segments.
• Day-to-day execution of FX transactions, payment investigations and resolution.
• Prospecting and developing new clients; maintaining a portfolio of existing clients and providing FX payment, investment and risk management solutions.
• Work closely with retail branches, senior marketers and relationship managers to identify, discuss, and enable foreign exchange products and services to the bank's current clients and prospects.
• Assist in the preparation of marketing and presentation materials.
• Serve as a key contact for current customers and internal partners with seamless client coverage when senior marketers are traveling.
• Coordinate with credit and legal teams and clients to ensure timely approval and execution of ISDA documentation.
• Work in partnership with senior marketers to directly assist clients with regulatory onboarding requirements.
• Administer trading platform access and configuration for clients and FX team members.
• Data input and other supporting duties.
• Serve as a liaison between the FX Operations (Back/Middle Offices) and the front office to resolve settlement, investigation or other related operations issues.
• Special projects, new product/service development and enhancements.

Foreign Exchange Sales Analyst

Manager

• Partner with Market Planners and Regional Leadership to ensure alignment of strategy across assigned geographies
• Lead synthesized communication across business lines, ensuring unified updates, escalations, risk/mitigation discussions, and alignment from strategy through execution and ongoing operations
• Act as the single point of contact for Branch Regional Executives and Market Leaders, connecting strategy to execution across their portfolios
• Collaborate with internal and external partners in the identification, design, development, and implementation of network-related initiatives within assigned markets
• Maintain high-level understanding of end-to-end project activities to ensure seamless handoffs and coordinated execution
• Interface with internal and external partners to ensure timely and successful completion of projects in alignment with organizational commitments
• Anticipate, manage, and diffuse potential issues or risk points across stakeholders by proactively identifying challenges, facilitating alignment, and collaborating across teams to develop, advance, and implement effective solutions.
• Build and maintain strong relationships with internal clients and key leaders across the organization
• Support enterprise-wide strategy execution by ensuring initiatives are fully integrated across lines of business
• Facilitate frequent recurring meetings and portfolio reviews with business line leadership
• Effectively communicate with senior-level audiences, synthesizing complex information into clear, actionable updates

Market Development Manager

Analyst

• Serves as a systems technology expert for HFA/Correspondent lending assisting with system development and ongoing support.
• Provides project release direction and support including research, analysis, review, development, implementation and monitoring of new or revised systems.
• Acts as a liaison for project release and typically perform analysis supporting the strategies and objectives of the business line.
• Compiles and analyzes information that is very detailed and often interpretive making project release recommendations based on the findings.
• Interfaces with internal and external resources to ensure successful completion, installation and implementation in accordance with client needs.

Business Technology Analyst

Events

• Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide counsel
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Educate clients on available deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• 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

• 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 from appropriate sources
• Meets specific loan volume origination goals which are 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 a 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 to promote the establishment and growth of customer relationship and additional product sales
• Responsible for interviewing and recruiting new talent and proactively retaining employees through employee development and positive employee engagement.

Financial Crime

• Partner with assigned Lines of Business to support the execution of an effective risk management framework, aligned with enterprise risk standards and the Lines of Defense model.
• Identify gaps in processes, systems, or controls that may result in operational, compliance, or financial risk.
• Analyze root causes of issues related to inadequate internal processes, system limitations, or human error and inform risk mitigation solutions.
• Identify, respond to, and escalate risks appropriately based on established governance and escalation protocols.
• Ensure compliance with applicable federal, state, and local laws, regulations, and internal policies.
• Support regulatory readiness efforts by partnering with stakeholders to validate processes, controls, and documentation.
• Assist in monitoring regulatory changes and assessing potential impacts to business processes and risk profiles.

RCA Professional – AML

Director

• Set the strategic direction for advanced analytics within EFCC, with an emphasis on AI, machine learning, and scalable cloud architectures.
• Lead and develop a high-performing analytics team spanning emerging risk analytics, quantitative modeling, and data intelligence.
• Translate regulatory expectations, emerging typologies, and business needs into analytically sound, defensible solutions.
• Oversee development and enhancement of customer- and account-level risk models, anomaly detection, and typology-driven analytics.
• Expand use of machine-learning frameworks and AI-enabled tooling (e.g., clustering, relationship intelligence, natural-language analysis) to surface risk not fully covered by traditional monitoring.
• Guide iterative model improvement using new data sources, feedback loops from investigations, and performance metrics.
• Remain hands-on as needed to unblock team members, prototype solutions, and credibly challenge analytical assumptions.
• Assist in driving the transition from legacy statistical tooling toward open-source and cloud-ready solutions, improving flexibility and speed to insight.
• Support development of open-source equivalents for existing analytics and reporting capabilities to enable future cloud adoption.
• Coordinate rapid-response analytics for emerging financial crime risks, integrating subpoena data, human intelligence, transaction data, and external insights.
• Lead analytics supporting new and evolving typologies (e.g., novel fraud schemes, sanctions evasion, trafficking-related activity).
• Maintain strong feedback cycles with investigators and risk partners to refine coverage and prioritize effort.
• Ensure clear, consistent documentation across analytics lifecycles, including model design, assumptions, validation artifacts, monitoring reports, and procedures.
• Communicate complex analytical concepts clearly to executive leadership, regulators, auditors, and cross-functional partners.
• Represent Strategic Analytics in regulatory exams, internal reviews, and enterprise-level discussions.

IT Account Manager

OCIO Relationship Manager

Financial & Regulatory Reporting Associate Manager

Business Development Consultant – Enterprise Sales

Payments Consultant – Direct Sales

CDO Middle Office Administrator

Mortgage Sales Supervisor

Contact Center Manager

Foreign Exchange Sales Analyst

Market Development Manager

Business Technology Analyst

Client Relationship Consultant

Mortgage Sales Supervisor

RCA Professional – AML

Director of Strategic Analytics