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.

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 (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

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.

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: $81,515.00 - $95,900.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws.