Incubation Portfolio 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, 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

Are you an experienced Portfolio Manager passionate about driving sales and building robust partnerships? We are actively seeking a talented individual to join our team in the role of Portfolio Manager in our Incubation Program. Incubation is composed of highly focused group of Portfolio Managers, Project Manager, Trainers and Implementation Manager who collectively receive, support and support revenue growth of the new partners for a span of 18-24 months.
As a key player in our organization, you’ll play a crucial role in cultivating and expanding relationships with third-party sales clients, ensuring their success, and contributing to the growth of our business.
Responsibilities:
Drive new merchant sales and revenue through proactive engagement with third-party sales clients.
Conduct regular on-site partner meetings within your assigned region (20% travel) to deepen understanding of clients’ organizations, culture, and performance.
Train clients on processes, procedures, products, and services through various channels, including phone calls, web-based training sessions, and in-person visits.
Utilize a CRM to effectively manage and track client relationships.
Train clients on pricing programs, conduct detailed statement analysis, and guide them through the sales process.
Provide ongoing sales expansion and marketing assistance to clients.
Maintain open lines of communication with clients to ensure a seamless and collaborative partnership.
Participate in weekly calls with Partner, Business Enablement, and Project Management teams to review successes, provide feedback, and address outstanding questions.
Ensure portfolio performance growth, contributing significantly to overall business expansion.
Collaborate with internal teams to review channel projects and initiatives for new products, pricing actions, and changes coming to the channel.
Manage partner certification requests, follow through on solution engineer assignments, and assist with certification testing.
Qualifications:
Proven experience as a Portfolio Manager, preferably in the payment processing industry.
Strong knowledge of credit card transactions, statement analysis, and pricing models/proposals.
Demonstrated success in driving sales and leading teams to achieve sales goals.
Excellent communication skills, comfortable engaging with all levels of a sales organization.
Ability to manage multiple clients effectively and provide hands-on support through the sales process.
Quick learner with the ability to understand and convey messaging for new products and solutions.
Proficient in Microsoft Excel, including creating formulas, analyzing data, and using pivot tables and V-lookups.
Strong presentation skills with mastery in Microsoft PowerPoint.
Previous success in business development and revenue growth.
If you are a Portfolio Manager with a track record of success, ready to take on a dynamic role that combines strategic partnership development with sales enablement, we invite you to apply. Join us in shaping the future success and growth of our organization as a valued member of our team.

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