Client Manager
$118.17k - $144.43kU.S. Bancorp
Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. 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; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. 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. Location Expectations This role requires working from a U.S. Bank location three (3) or more days per week. Basic Qualifications- Bachelor's degree, or equivalent work experience- Typically eight or more years of relevant experience Preferred Skills/Experience - Thorough knowledge of corporate trust and investment instruments- Thorough knowledge of account management, trust operations, project management, and legal regulations- Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations- Ability to develop new business- Effective management skills to include planning, budgeting, and people management- Ability to resolve complex problems with minimal guidance- Ability to communicate quickly with clients to resolve client issues and disputes- Effective interpersonal, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $118,170.00 - 144,430.00 U.S. Bancorp
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$30 - $40 per hour
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...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Work experience placementWork at officeWork from homeHome officeShift workDay shift- The Client Services Manager at a well-regarded boutique investment management firm, based in Chicago is a pivotal role dedicated to receiving and enhancing client relationships, with a strong focus on repairing and retaining clients. This role will develop and implement...
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