Job DescriptionIn conjunction with business development officers, the Client Service Manager is responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. They review and accept new client relationships based on business line account acceptance policies and procedures. They provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build distinctive predictable levels of service; resolve problems quickly and effectively.
Additionally, the Client Service Manager works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. They identify business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. They coordinate the development and implementation of operational changes within the unit. They may be responsible for meeting certain revenue, new business and expense goals. They manage staff, hire new staff, and/or train staff to successfully meet business objectives.
Key Responsibilities of the Role
Review and negotiate legal agreements and contracts
Serve as the first review point before involving external attorney networks
Manage client relationships from onboarding through ongoing servicing
Coordinate account setup, operational implementation, billing setup, receivables collection
Partner closely with operations and understand downstream processes
Manage multiple clients, agreements, and priorities simultaneously
Basic Qualifications
Bachelor’s degree, or equivalent work experience
Typically five to seven years of relevant experience
Preferred Skills/Experience
Thorough knowledge of corporate trust products, investment instruments, and related trust line of business operations
Working knowledge of account management, trust operations, project management, legal regulations, and applicable bank and regulatory requirements
Experience interpreting complex legal, contractual, and business requirements with strong attention to detail and accuracy
Experience reviewing, negotiating, and administering contracts while effectively managing risk and advocating for bank requirements
Demonstrated success building client relationships and supporting business development efforts
Proven problem-solving skills, including resolution of complex client issues and disputes with minimal guidance
Strong client service orientation with the judgment and responsiveness needed to address client concerns in a timely manner
Effective interpersonal, listening, verbal, and written communication skills
Confidence influencing, challenging, and negotiating with internal and external stakeholders
Strong organizational skills with the capacity to manage multiple concurrent projects, priorities, and deadlines in a fast-paced environment
Benefits:
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:
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
Review our full benefits available by employment status here.
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: $111,600.00 - 136,400.00
Posting may be closed earlier due to high volume of applicants.
