Document Custody Services Client Onboarding 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

Manages the onboarding process for new clients and accounts which may involve fee setup, data connectivity, and our client facing portal. Interacts with clients and other departments to constantly improve operational standards and support client needs by contributing to strategic plans and reviews; implementing production, productivity, quality, and customer service performance standards; continually evaluating processes and procedures and looking for better ways to do business; making recommendations for process improvement and communicating to the client as appropriate; and providing training to clients as needed. Exercise judgment and make decisions that have positive operational impacts on the business line. Builds and maintains effective relationships with clients.

BASIC QUALIFICATIONS

• Bachelor’s degree, or equivalent work experience
• Seven to 10 years of client management and sales experience

PREFERRED SKILLS/EXPERIENCE

• Extensive knowledge of business, financials, products/services and the market
• Strong relationship building and selling skills
• Strong problem-solving skills
• Advanced knowledge of account management, project management, operations and logistics
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Proven customer service/relations skills, including situational leadership and dispute/conflict resolution
• Excellent presentation, interpersonal, verbal and written communication skills

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.

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