Client Manager responsible for maintaining commercial client accounts and managing relationships with insurance companies. Ensuring accurate documentation and proper communication within the agency and clients.
About the role
- Client Manager developing and maintaining relationships with Corporate Trust clients at U.S. Bank. Ensuring quality service and managing operational changes in a collaborative environment.
Responsibilities
- In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
- Reviews and accepts new client relationships based on business line account acceptance policies and procedures
- Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
- Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations
- Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
- Coordinates the development and implementation of operational changes within the unit
- May be responsible for meeting certain revenue, new business and expense goals
- May manage staff, hire new staff, and/or train staff to successfully meet business objectives
Requirements
- Bachelor’s degree, or equivalent work experience
- Typically five to seven years of relevant experience
- Thorough knowledge of corporate trust and investment instruments
- Thorough knowledge of account management, trust operations, project management, and legal regulations
- Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
- Ability to develop new business
- 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
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
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