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U.S. Bank Impact Finance - Corporate Sales and Advisory Relationship Manager in Charlotte, North Carolina

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

U.S. Bancorp Impact Finance (USBIF) provides tax credit investments, loans, and banking services to organizations and projects that support affordable housing, renewable energy, economic development, and job creation in communities across the country.

The Relationship Manager position is part of the Corporate Sales and Advisory (CSA) team within USBIF. Corporate Sales and Advisory provides banking products and services to our Affordable Housing, Environmental Finance, New Markets and Specialty Finance customers within USBIF.

The Relationship/Prospect Manager will report to the Managing Director of Corporate Sales and Advisory and work closely with staff across the team, USBIF and U.S. Bank. This position represents an exciting opportunity to be a key contributor to a growing business line within USBIF. Candidates will be able to combine their experience in banking and finance with a passion for impact investing and economic development across the country.

Key responsibilities will include:

  • Prospect and source new bank business by connecting with USBIF product areas and managers to uncover opportunities to provide traditional bank products and services to new and existing customers.

  • Proactively identify and engage potential customers through various internal and external channels to foster new client relationships.

  • Advise on, market and make appropriate internal referrals for bank products and services, to prospects and existing customers, including payment systems, deposits, trust and custody, equipment leasing, trade and supply chain finance, working capital, loan capital markets, FX, and wealth management.

  • Attend and participate in multiple industry conferences to develop Center of Influence (COI) and increase market presence.

  • Coordinate with USBIF product areas, including CSA Deposit & Payment Solutions team, in relationship management of customers.

  • Prepare and deliver customized bank product presentations.

  • Prepare and deliver regular presentations/reports to management on portfolio and pipeline performance.

  • Underwrite a prospective borrower’s ability to repay loans/facilities with in-depth analysis of financial performance and credit quality, within assigned limits, as necessary.

Basic Qualifications

  • Bachelor's or Master's degree, or equivalent work experience

  • Seven to ten years of commercial lending experience

Preferred Skills/Experience

  • Excellent oral and written communication, presentation and interpersonal skills including concise and insightful delivery.

  • Strong business development and relationship management experience and skills.

  • Proven success developing new business and COIs through active prospecting skills.

  • Ability to work independently and effectively collaborate with individuals and groups across the company to manage customer relationships.

  • Thorough understanding of a broad range of banking products and services.

  • Ability to independently service multiple clients and effectively manage multiple priorities.

  • Skilled in use of various software, prospecting and data tools, including Excel, Powerpoint Salesforce, nCino, Power B.I., Tableaux.

  • Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.

  • Well-developed analytical, decision-making and problem-solving skills.

  • Strong commercial banking and lending/underwriting experience, including financial statement analysis skills.

U.S. Bancorp Impact Finance, the tax credit and community development division of U.S. Bank, believes all people have a right to the possibilities that comes with living in a safe and vibrant community. The financing USBIF provides for affordable housing, economic development, and renewable energy projects have a lasting social and environmental impact in communities. Visit USBIF on the web to find out more at www.usbank.com/cdc .

U.S. Bancorp Community Development Corporation is now operating as U.S. Bancorp Impact Finance. All job postings under U.S. Bancorp Impact Finance reside within the USBCDC organization.

Location Expectations

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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) .


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

  • 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

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/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.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, 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: $116,280.00 - $136,800.00 - $150,480.00

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

U.S. Bank accepts applications for this position on an ongoing basis.