Client Service Manager

 

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, the Client Service Manager is responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. They review and accept new client relationships based on business line account acceptance policies and procedures. They provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build distinctive predictable levels of service; resolve problems quickly and effectively.

Additionally, the Client Service Manager works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. They identify business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. They coordinate the development and implementation of operational changes within the unit. They may be responsible for meeting certain revenue, new business and expense goals. They manage staff, hire new staff, and/or train staff to successfully meet business objectives.

Key Responsibilities of the Role

• Review and negotiate legal agreements and contracts

• Serve as the first review point before involving external attorney networks

• Manage client relationships from onboarding through ongoing servicing

• Coordinate account setup, operational implementation, billing setup, receivables collection

• ​Partner closely with operations and understand downstream processes

• Manage multiple clients, agreements, and priorities simultaneously

Basic Qualifications

• Bachelor’s degree, or equivalent work experience

• Typically five to seven years of relevant experience

Preferred Skills/Experience

• Thorough knowledge of corporate trust products, investment instruments, and related trust line of business operations

• Working knowledge of account management, trust operations, project management, legal regulations, and applicable bank and regulatory requirements

• Experience interpreting complex legal, contractual, and business requirements with strong attention to detail and accuracy

• Experience reviewing, negotiating, and administering contracts while effectively managing risk and advocating for bank requirements

• Demonstrated success building client relationships and supporting business development efforts

• Proven problem-solving skills, including resolution of complex client issues and disputes with minimal guidance

• Strong client service orientation with the judgment and responsiveness needed to address client concerns in a timely manner

• Effective interpersonal, listening, verbal, and written communication skills

• Confidence influencing, challenging, and negotiating with internal and external stakeholders

• Strong organizational skills with the capacity to manage multiple concurrent projects, priorities, and deadlines in a fast-paced environment

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

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 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: $111,600.00 - 136,400.00

U.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.