U.S. Bank

Onboarding Specialist

• Coordinate the onboarding of trust and estate accounts end-to-end
• Gather and validate required documentation and client/account information
• Coordinate with key internal partners across Personal Trust and related departments
• Ensure onboarding activities align with bank policies, procedures, and compliance requirements
• Provide operational support and clear updates to internal partners throughout the onboarding process
• Lead onboarding calls with internal partners as you progress in training

Trust and Estate Onboarding Specialist

IT Support

• Drafting and negotiating standby LC language, partnering with Relationship Managers, Credit, Legal, Compliance, and clients to align transaction needs with internal policies and risk standards.
• Managing the full standby LC lifecycle —from structuring and issuance through amendments, draws, confirmations, advising, and releases.
• Handling complex standby LC structures, including syndicated transactions, direct-pay / IRB support, and counter or counter‑counter standby LCs.
• Confirming credit approvals, client line setup, and required documentation before proceeding with issuance, amendments, or other key lifecycle actions.
• Applying ISP98 and/or UCP 600 rules to support drafting, amendments, and draw processing; clearly explaining rule-driven requirements to stakeholders.
• Reviewing presentations and drawing documents for compliance with LC terms, identifying discrepancies, communicating decisions, and coordinating timely resolution.
• Managing a high-volume portfolio (20–30 active transactions at any given time) while balancing multiple priorities, deadlines, and stakeholder needs.
• Serving as a key point of contact for clients, beneficiaries, relationship managers, and internal/external counsel on LC drafting, amendment, and draw-related matters.
• Identifying, escalating, and resolving operational risks and exceptions, while providing clear status updates and reporting on trends, escalations, and portfolio activity.
• Supporting a quality‑driven environment, where work is reviewed through QC and audit processes and continuous improvement is encouraged.

Senior Standby Letter of Credit Specialist – Operations

Sales

• The West Healthcare Business Banking Leader reports to the Head of Healthcare Business Banking and is responsible for the sales and service operations for healthcare business banking clients in an assigned market.
• Drives growth in business banking segment for healthcare companies with annual revenue of up to $50 mm.
• Provides leadership to a business banking sales team to execute One Bank strategy and grow market share.
• Delivers strategic direction and leadership to sustain profitability and annual growth of the market.
• Fosters a team culture that is customer obsessed while overseeing relationship management, business development activities, and related risk.

Healthcare Business Banking Sales Manager

Account Executive

• 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
• Manages the on-going account relationship with existing customers
• Establishes and maintains internal relationships
• Establishes and maintains good public relationships with the community to enhance the organization's image and develop new business

• 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
• Manages the ongoing account relationship with existing customers
• Establishes and maintains internal relationships
• Establishes and maintains good public relationships with the community to enhance the organization's image and develop new business

Account Sales Representative

• Design data models, normalize, and harmonize disparate data sources (media, CRM, web, email) within MCI.
• Build robust ETL pipelines, custom connectors, and API integrations.
• Configure calculated dimensions, measures, and complex widgets to drive KPI frameworks.
• Enforce data governance, naming conventions, and optimize performance for high-volume datasets.
• Implement QA processes for data accuracy, testing, and system deployment.

Salesforce Data and Marketing Cloud Architect

Manager

• Develop, code, and deploy responsive, data-driven email templates using HTML, AMPscript, and Salesforce Marketing Cloud tools.
• Build and execute highly dynamic email solutions, including personalization logic, conditional content, modular template frameworks, and audience segmentation.
• Leverage Salesforce Marketing Cloud capabilities, including Email Studio, Journey Builder, Automation Studio, and Data Extensions, to create targeted, efficient, and scalable email programs that support business goals.
• Serve as a subject matter expert in email development best practices, including coding standards, accessibility, rendering, and performance optimization.
• Drive process improvements and technical efficiencies in email development, testing, QA, and deployment workflows.
• Ensure all email executions adhere to industry policies, compliance requirements, and CAN-SPAM regulations.
• Evaluate campaign performance and collaborate with partners to recommend development, template, or structural enhancements that improve results.
• Build strong working relationships with internal partners to support high-quality execution and continuous improvement.

Email Development Manager

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

Product Manager

• Gather and analyze business and technical requirements to develop impactful Data Solutions, leveraging both traditional discovery techniques and AI assisted insights.
• Demonstrate expertise through a consultative and collaborative approach to engineering, working closely with data engineering, data science, and platform teams.
• Apply strong problem solving skills grounded in a deep understanding of data architectures, pipelines, data warehouses, serving layers, and modern analytics patterns.
• Document end to end data flows from source to target at a functional level, ensuring clarity, traceability, and alignment with business outcomes.
• Investigate and perform deeper analysis to produce high impact data solutions that achieve targeted and measurable outcomes.
• Perform quantitative analysis to identify, diagnose, and resolve data quality, performance, and reliability issues.
• Work closely with customers to understand their questions and needs, then navigate data rich environments to uncover insights and complete their information puzzle.
• Effectively communicate—both orally and in writing—with peers across Data Products, Enterprise Architecture, Technology, and Client Success teams.
• Leverage Microsoft Copilot and AI assisted tooling across the product lifecycle, including requirements discovery, backlog refinement, technical documentation, data analysis, and stakeholder communication.
• Use AI driven insights to accelerate problem discovery, hypothesis validation, prioritization, and decision making.
• Partner with engineering and data science teams to embed AI assistance directly into data products, dashboards, and workflows, improving end user decision quality and efficiency.
• Contribute to the design of agentic data systems, where autonomous or semi autonomous agents assist with data quality monitoring, anomaly detection, root cause analysis, pipeline orchestration, and operational observability.
• Support the evolution from traditional dashboards to AI powered, conversational, and goal oriented data experiences that adapt to user context and intent.
• Help define scalable product patterns where intelligent agents proactively surface insights, recommend actions, and continuously learn from usage signals.
• Apply modern, AI enabled product discovery techniques to synthesize customer feedback, operational telemetry, and usage data at scale.
• Drive experimentation, A/B testing, and outcome based measurement using AI augmented analytics and observability tooling.
• Ensure that AI and agentic capabilities are designed with strong governance, explainability, security, and compliance aligned to enterprise standards.
• Collaborate with Enterprise Architecture and Platform teams to ensure AI capabilities are reusable, scalable, and aligned with long term data platform strategy.
• Balance rapid AI innovation with enterprise grade reliability, risk management, and operational excellence.

Data Product Manager

Financial Planning and Analysis

• Serve as a primary point of contact for assigned clients and transactions.
• Manage multiple transactions concurrently, often at different stages of completion.
• Review incoming requests for clarity, completeness, and alignment with approvals.
• Track and communicate transaction progress from initiation through documentation, booking, and funding.
• Communicate directly with external customers to obtain required information, clarify documentation requirements, and address questions throughout the transaction lifecycle.
• Partner with internal stakeholders - including sales, credit, asset management, documentation, and booking teams - to advance transactions.
• Maintain clear, professional, and timely communication while balancing competing priorities.
• Respond to inbound inquiries that may fall outside of standard work queues, including ad hoc customer or partner requests.
• Ensure all components of a transaction align with internal policies, risk standards, and approvals.
• Advance transactions through internal systems once documentation and conditions are satisfied.
• Apply judgment to transactions that fall outside of standard scenarios due to customer complexity or unique deal structures.
• Leverage foundational equipment finance knowledge to evaluate options and determine appropriate next steps when exceptions arise.
• Identify potential risks and issues early, and partner with leadership or stakeholders to mitigate them.
• Navigate ambiguity effectively, recognizing that not all situations have predefined solutions.
• Maintain accurate tracking of multiple active transactions and their outstanding requirements.
• Prioritize work based on urgency, transaction stage, and customer impact.
• Provide support to teammates outside primary responsibilities as workloads shift across functions.
• Participate in cross-training activities to build coverage and operational flexibility.

Leasing Specialist – Capital Equipment Group, Equipment Finance

Outside Sales

• Performs a broad variety of administrative support functions for assigned Mortgage Loan Originator(s) up to the time of application submission into Mortgage Operations
• Following up with borrowers for the collection of required documentation
• Responding to borrowers questions related to loan status
• Assisting operations partners in relation to specific loan requests
• Utilizing supplied Marketing tools to assist in growing the assigned Mortgage Loan Originator’s (or Originators’) book of business
• Actively participates in all required corporate and business line training
• Responsible for providing excellent customer service that positively impacts the customer experience with U.S. Bank
• Establishing and maintaining good working relationships with other departments within U.S. Bank Home Mortgage and U.S. Bank overall

Field Sales Mortgage Loan Assistant

Client Partner

• In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
• Remains sensitive and responsive to both internal and external clients
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting certain revenue, new business and expense goals
• May manage staff, hire new staff, and/or train staff to successfully meet business objectives

Global Corporate Trust Escrow Client Manager

Designer

• Lead design across enterprise platforms (e.g., authentication, money movement, digital experience, profile/preferences, connected finance, document management, customer success)
• Partner within the product, technology and agile “quad” model to deliver high-quality, reusable design solutions
• Drive consistency and scalability of experiences used across multiple lines of business
• Collaborate closely with product leaders (e.g., platform owners) and engineering counterparts
• Ensure platforms enable secure, frictionless, and intuitive customer experiences at scale
• Lead a team of ~35 (5–6 direct reports), setting direction and maintaining high design standards
• Focus on operational delivery, prioritization, and alignment within a defined platform scope

Head of Platforms Design

Analyst

• Responsible for analysis, underwriting, and collaborating with bankers on extensions of credit
• Conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information
• Reviews customer accounts and portfolios to identify, evaluate, and determine the appropriate course of action on potential credit quality issues
• May use technological tools to assist in the credit analysis process

Credit Analyst

Technical Project Manager

• Completing audit engagements, ensuring the highest quality work delivered timely.
• Ensuring work contains relevant facts to support audit scope and conclusions and adheres to internal audit policies and procedures.
• Drafting issues to ensure potential exposures and significance are included, root causes are identified, and operationally effective and cost-effective actions to address those causes are developed into appropriate recommendations.
• Completing or assisting managers in planning audit engagements.
• Includes identifying and analyzing business processes, key risks and critical controls; interviewing auditees; determining audit scope; evaluating control design adequacy; and developing audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives.
• Assisting the managers in reporting and wrap-up phases of audits.
• Includes appropriate disposition of issues and drafting audit reports which include issues.
• Monitoring progress of audit engagements against plan and schedule.
• Includes making necessary adjustments and promptly completing work paper reviews on a timely basis to ensure all issues are identified and dispositioned prior to report draft issuance.
• Providing on-the-job training for staff, as needed.
• Includes business knowledge of products, services, and delivery systems; company policies and procedures; applicable laws and regulations; and formal/informal control frameworks.
• Collaborating across the three lines of defense regarding business processes, risks, and controls with focus over models and qualitative estimation methods.
• Coordinating audit activities by integrating other internal audit subject matter teams to ensure appropriate and efficient coverage of the business products, services and processes.
• Managing the team's workload to assist other audit teams when resources are needed for areas of higher risk.
• Performing other duties as requested by management.