Client Manager
$98,345–$115,700 year
On-site · San Francisco, California, United States or Los Angeles, California, United States
Job Summary
Client Manager role at U.S. Bank focused on retaining and expanding a portfolio of customer relationships in corporate trust. Responsibilities include retaining existing relationships, generating new business from current customers, developing and executing a customer calling program to maintain satisfaction and identify new opportunities, soliciting new business with market influencers, writing fee proposals based on standard pricing with modifications for non-routine tasks, monitoring aged receivables to collect payments over 60 days, delivering service levels commensurate with fee revenue to maximize profitability, and working with new business development staff. Required qualifications include a Bachelor's degree (or equivalent) and 5–8 years of experience in corporate trust and sales-related activities. Preferred skills include knowledge of account management, trust operations, regulatory understanding, strong project management, and excellent interpersonal, verbal, and written communications skills.
Required Qualifications
- Bachelor's degree or equivalent work experience
- Five to eight years of experience in corporate trust and sales activities or related field
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