Business Banking Client Account Manager

Job Title

Responsible for the overall management of an assigned portfolio with a focus on Welcome, Retain, and Grow. This includes helping to drive activations and elevate the onboarding experience by coordinating with Market Managers to ensure pre-sale and implementation expectations are met, welcoming newly activated accounts, performing general account maintenance, increasing relationship profitability, and maintaining client satisfaction.

The role also involves consulting with clients for payment education and recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio. They should proactively work to retain clients through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify opportunities and strengthen customer relationships.

This role supports the Midwest market - qualified candidates must be located in Minnesota or Ohio.

Job Functions

• Contact newly approved customers and coordinate implementation schedule
• Welcome newly activated business banking customers
• Work service-related requests via phone, email and teams
• Utilization of Salesforce
• Work rate review requests
• Establish and maintain regular cadence with internal stakeholders (Market Managers, bankers, CID)
• Refer Opportunities to bank partners

Basic Qualifications

• Bachelor's degree in Business or Finance, or equivalent work experience.
• Typically five to eight years of client management experience in the payments industry.

Preferred Skills/Experience

• Strong contract negotiations, account management and project management skills.
• Strong problem-solving and negotiation skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Ability to identify and resolve exceptions and to interpret data.
• Proven customer service/relations skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Strong presentation, interpersonal, verbal and written communication skills.
• Ability to travel

Location - 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.

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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.