Key skills
NegotiationSales
About this role
Role Overview
- Develops and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services
- 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
Requirements
- 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
Benefits
- 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