Develops and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services with the primary focus on fostering a positive client experience.
Retains and expands existing customer relationships to increase market share and profitability.
Provides guidance to daily client service partners who service customers with regard to account information, questions, problems, education or other requests.
Acts as an escalation point in facilitating problem resolution with specialized units and responds to customers when necessary.
Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
Works with internal business development partners as a subject matter expert and presentation participant during the sales lifecycle.
Introduces clients to other business line partners when U.S. Bancorp products and services opportunities present themselves.
Works with in-house law division in the review and negotiation of governing account agreements and documentation.
Assists in the gathering and review of new relationship onboarding materials including requisite risk and regulatory Anti-Money Laundering (AML) and Know Your Customer (KYC) activities.

Bachelor's degree, or equivalent work experience
Seven or more years of experience in banking operations, sales, compliance/law, accounting, and/or customer service
Three or more years of management experience

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

IT&C Relationship Manager

Key skills