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Business Banking Client Account Manager

Manage client portfolios to drive onboarding, retention, and revenue growth.
Tempe, Arizona, United StatesLas Vegas, Nevada, United States
Senior
$75,820 – 89,200 USD / year
yesterday
U.S. Bancorp

U.S. Bancorp

Provides a wide range of consumer, commercial, and investment banking, payment services, and wealth management across the United States.

3 Similar Jobs at U.S. Bancorp

Job Title

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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that's what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at—all from Day One.

As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

Job Description

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 West market - qualified candidates must be located in Arizona or Nevada.

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.

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.

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Business Banking Client Account Manager
Tempe, Arizona, United States
$75,820 – 89,200 USD / year
Customer Success
About U.S. Bancorp
Provides a wide range of consumer, commercial, and investment banking, payment services, and wealth management across the United States.