PMI Client Executive
$98.28k - $120.12kU.S. Bank
At U.S. Bank were 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 atall from Day One.
Job Description
T his role has multiple levels open to candidates with 5 years of experience from the basic qualifications .The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.
The Client Executive is responsible for delivering exceptional differentiated client experience while supporting clients product needs in close partnership with the Sales teams. The role serves as a primary relationship lead for key clients ensuring seamless coverage trusted advisory support and consistent delivery across products and services. The primary objective of this role is to drive outstanding client satisfaction and loyalty act as a strategic partner to clients and ensure U.S. Bank is viewed as a trusted top-tier provider through discipline execution thoughtful advice and proactive engagement.
ESSENTIAL FUNCTIONS 1. Own the end-to-end client experience serving as the primary point of accountability for Payments relationship client satisfaction service quality and relationship health.2. Build deep long-term client relationships grounded in trust responsiveness and a strong understanding of each clients business objectives.
3. Conduct regular structured client reviews to assess satisfaction identify service gaps and proactively address client needs and concerns.
4. Partner closely with internal product trading and coverage teams to deliver coordinated seamless solutions across PMI and broader U.S. Bank capabilities.
5. Drive organic growth by identifying opportunities to deepen relationships through thoughtful cross-selling aligned with client needs.
6. Advocate for the client internally ensuring feedback is translated into continuous improvements in products processes and service delivery.
7. Ensure disciplined execution and follow-through on client commitments reinforcing reliability and consistency.
8. Maintain strong governance and risk awareness in all client activities ensuring solutions are delivered responsibly and in line with U.S. Bank standards.
9. Collaborate closely with Legal Compliance Risk Finance and other control partners to ensure appropriate oversight and a strong control environment.
10. Appropriately assess risk and reward in client engagements with particular attention to protecting the firms reputation and long-term client trust
11. Adhere to all applicable policies procedures and codes of conduct relevant to the role
12. Obtain and maintain all required registrations and licenses within prescribed timeframes
13. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering Bank Secrecy Act information security and suspicious activity reporting requirements policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes as required for this position. Actively works with customers to understand each customers normal account activity as appropriate for this position.
Requires a client-focused solutions-oriented mindset with ability to collaborate across teams and influence without direct authority. Strong experience supporting institutional clients and broad cross-product understanding spanning Treasury Management Services including Liquidity & Investments Receivables Payments Commercial Cards and Merchant Services and Trade. Understands risk management controls and regulatory expectations within a large financial institution.
Basic Qualifications
- Bachelors degree or equivalent work experience
- Five to seven years of experience in project management activities
Preferred Skills/Experience
- Considerable knowledge of assigned business line or functional area
- Demonstrated management and leadership skills
- Strong organizational and analytical skills
- Advanced knowledge of project management
- Ability to identify and resolve exceptions and to analyze data
- Excellent verbal and written communication skills
If theres 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. Thats 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
Review our full benefits available by employment status here .
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.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
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 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: $98280.00 - 120120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition certain positions may also be subject to the requirements of FINRA NMLS registration Reg Z Reg G OFAC the NFA the FCPA the Bank Secrecy Act the SAFE Act and/or federal guidelines applicable to an agreement such as those related to ethics safety or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Required Experience:
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