CRE Deposit & Payment Solutions Assistant Relationship Manager

at  US Bank National Association

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

Works with Deposit and Payment Solutions (DPS) Relationship Manager (RM) to manage assigned customer relationships. The incumbent’s responsibilities include, but are not limited to:

• Direct customer interface, functioning as a liaison with various Bank departments
• Analyzing financial data through RPMS, SalesForce, PowerBI, etc..
• Assisting the Deposit Relationship Manager in preparing proposals
• Identifying customer needs and making appropriate sales and product referrals
• Ensuring accurate and thorough account and product implementation for existing and new clients

Additional Responsibilities include: Applicants should be equipped with strong verbal and written communication skills, analytical abilities, and exposure to financial statements. Excellent customer service skills are essential, and previous customer service experience, particularly in the financial services sector, is preferred. The candidate must be capable of working independently, demonstrating high levels of responsibility and independence. The ideal candidate typically holds a bachelor’s degree or equivalent and possesses five or more years of related experience. Additionally, the ideal candidate should display exceptional attention to detail, strong follow-through and initiative, excellent written and verbal communication skills, outstanding organizational and priority management abilities, and substantial experience in Word, Excel, and PowerPoint. An essential requirement is a banking background with experience in Treasury Management. Responsibilities include overseeing the process for internal BDR meetings, collaborating with the DPS RM and credit RM to strategize for external BDR client meetings, and staying informed about current market/industry news and events. Participation in industry groups such as NAIOP, ICSC, CREW, and AFP is also encouraged. Higher levels have their own assigned client relationships and may also co-manage client relationships.

BASIC QUALIFICATIONS

• Bachelor’s degree, or equivalent work experience
• Five or more years of depository or treasury management experience

PREFERRED SKILLS/EXPERIENCE

• Thorough knowledge of deposit products and treasury management services
• Strong attention to detail, follow-through and initiative
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve/escalate complex problems with minimal guidance
• Excellent presentation, verbal and written communications skills
• Strong analytical and problem-solving skills
• Excellent customer service skills
• Excellent computer skills, especially Microsoft Word, Excel and PowerPoint

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.

Works with Deposit and Payment Solutions (DPS) Relationship Manager (RM) to manage assigned customer relationships. The incumbent’s responsibilities include, but are not limited to:

• Direct customer interface, functioning as a liaison with various Bank departments
• Analyzing financial data through RPMS, SalesForce, PowerBI, etc..
• Assisting the Deposit Relationship Manager in preparing proposals
• Identifying customer needs and making appropriate sales and product referrals
• Ensuring accurate and thorough account and product implementation for existing and new client

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 la