Client Manager

About the role

In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. 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; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively.

Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. 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.

Responsibilities

• Develop and maintain relationships with Corporate Trust clients to manage the value of these relationships.
• Review and accept new client relationships based on business line account acceptance policies.
• Provide quality service aligned with client needs, wants, and expectations.
• Collaborate with new business development staff to support new business conversations.
• Identify business risks and operational challenges; mitigate risks and enhance processes.
• Coordinate the development and implementation of operational changes within the unit.
• Meet revenue, new business, and expense goals as applicable.
• Manage, hire, and/or train staff to meet business objectives.

Requirements

For those hired to perform Cayman Islands Monetary Authority (CIMA) regulated activities, the candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies):

• Membership to professional bodies (if applicable and required for the role).
• References.
• Any criminal history, regulatory censure, sanctions, legal proceedings, and any other formal censure, discipline, or public criticism at the recruitment stage.

Qualifications

Basic Qualifications

• Bachelor’s degree, or equivalent work experience.
• Typically eight or more years of relevant experience.

Skills

• Thorough knowledge of corporate trust and investment instruments.
• Thorough knowledge of account management, trust operations, project management, and legal regulations.
• Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations.
• Ability to develop new business.
• Effective management skills, including planning, budgeting, and people management.
• Ability to resolve complex problems with minimal guidance.
• Ability to communicate quickly with clients to resolve issues and disputes.
• Effective interpersonal, verbal, and written communication skills.

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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.

Pay

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: $118,170.00 - $144,430.00