Client Service Manager
U.S. BankAbout the role
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 and enabling the communities we support to grow and succeed. 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 at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
In 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
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:
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-fu
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