Client Account Management - Onboarding

 

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

This role within Client Account Management supports the Corporate Trust onboarding experience and the ongoing management of new deals and client relationships. The Relationship Specialist works closely with Client Managers, business development officers, operations, risk, compliance, and other internal partners to ensure new transactions are onboarded accurately, efficiently, and in accordance with established business-line account acceptance requirements, procedures, and controls.

The CAM team is increasingly responsible for the end-to-end onboarding process, allowing Client Managers to focus more heavily on ongoing client relationship management. The operating model includes CAM directly coordinating onboarding activity, managing required documentation, supporting client communications, and addressing onboarding and Initial Account Review exceptions.

Location Expectations 
This role requires working from a U.S. Bank location three (3) or more days per week.

Key Responsibilities

• Execute end-to-end onboarding activities for new Corporate Trust transactions, coordinating the process from initial information and documentation intake through account setup and closing.
• Complete Know Your Customer (KYC) requirements and ensure appropriate formation, tax, authorization, and supporting documentation is obtained and maintained.
• Review governing and transaction documents to identify account structures, parties, capacities, operational requirements, and other information necessary to establish the transaction accurately.
• Coordinate deal and account setup across key CAM platforms, including WebKYC, CTUO, CTAO, CDO Suite, ACS, Entrata, TIR, SWP, and Pivot.
• Support transaction closings by ensuring required onboarding activities, approvals, documentation, and system setups are completed accurately and within established timelines.
• Initiate and validate billing setup and ensure fee arrangements are established in accordance with executed client documentation.
• Complete required post-closing activities and support the Initial Account Review (IAR) process, including investigation and remediation of identified onboarding exceptions. Both the Initial and Secondary Account Reviews are expected to be completed within 150 days of closing under the current CLO Account Review procedure.
• Maintain complete, accurate, and audit-ready transaction documentation and supporting evidence.
• Identify onboarding risks, operational gaps, and process inefficiencies and recommend improvements to mitigate risk and strengthen operational effectiveness.
• Partner with internal and external stakeholders to resolve complex onboarding issues efficiently while maintaining a high-quality client experience.
• Support process improvements, operational changes, system enhancements, and testing efforts affecting Client Account Management.
• As responsibilities continue to evolve, support ongoing maintenance of existing transactions, including refinancing's, resets, and amendments, completing applicable document reviews, KYC and account-acceptance requirements, approvals, system updates, operational controls, stakeholder coordination, and closing activities

PERTAINING TO THOSE WHO ARE HIRED TO PERFORM CAYMAN ISLANDS MONETARY AUTHORITY (CIMA) REGULATED ACTIVITIES. The candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment.

Basic Qualifications
- Bachelor’s degree, or equivalent work experience
- Typically three or more years of relevant experience

Preferred Skills/Experience
- Basic knowledge of corporate trust and investment instruments
- 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

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: $75,820.00 - $89,200.00

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.