U.S. Bank Client Manager 2 in Boston, Massachusetts
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.
Works closely with relationship managers, serving as a collaborative business partner developing and maintaining relationships with corporate trust clients. Focus on managing the day-to-day administration of accounts with a high level of expertise consistent with governing document requirements, regulatory guidelines and policies and procedures. Serves as one of the client's primary contacts, delivering a high level of customer service. Remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; responds to inquiries and coordinates resolution of issues quickly and effectively while mitigating risk.
Interacts with clients, internal partners, specialized units, bond underwriters, and legal counsel in the coordination of transaction closings. Collects, analyzes, extracts, and interprets data and information from KYC and governing documents to establish accurate account onboarding to appropriate bank systems. Works with client service specialists to identify tickler items to be entered in the tickler monitoring system to ensure accurate monitoring and performance of functions that are vital to the risk mitigation of the division.
Adheres to business line Service Level Agreements. Interacts with appropriate units related to standard and critical reporting. Provides responsive and appropriate service regarding billing, account terminations, and special projects related to ongoing client and team support.
Bachelor’s degree, or equivalent work experience
Five or more years of relevant experience
Some 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
Strong analytical, problem-solving, decision-making, and organizational skills
Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic teamwork environment
Strong customer relations, interpersonal, and verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
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 (some may vary based on role, location or hours):
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
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) EEO poster.
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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 - $95,900.00 - $105,490.00
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
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