Hybrid Corporate Trust Client Manager

at U.S. Bank

• Job title: Corporate Trust Client Manager
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: $111,605 - $131,300 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Charlotte, United States

About the role

• Corporate Trust Client Manager at U.S. Bank developing and maintaining relationships with affordable housing clients. Responsible for managing the value of these relationships and ensuring quality service.

Responsibilities

• In conjunction with business development officers, responsible for developing and maintaining relationships with affordable housing clients ranging from single family State housing issuers, local housing issuers and conduit multifamily affordable housing developers with the primary focus of managing the value of these relationships to the organization.
• The Client Manager will be required to attend certain housing related conferences from time to time and to execute on a client calling plan to maintain a high level of connection with the clients.
• Reviews and accepts new housing client relationships based on business line account acceptance policies and procedures.
• Provides quality service based on housing client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively.
• Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective housing clients.
• Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes.
• Coordinates the development and implementation of operational changes within the unit.
• May be responsible for meeting certain revenue, new business and expense goals.

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically eight or more years of relevant experience
• Thorough knowledge of corporate trust and investment instruments
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
• Ability to develop new business
• Effective management skills to include planning, budgeting, and people management
• Ability to resolve complex problems with minimal guidance
• Ability to communicate quickly with clients to resolve client issues and disputes
• Effective interpersonal, verbal and written communication skills

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