Business Banking Client Account Manager

U.S. Bank; Chicago (IL); Sur place; USD 91 000 - 112 000; Plein temps

Avantages offerts par ce poste

Healthcare

Life insurance

Disability

Family leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Résumé du poste

U.S. Bank is seeking a Business Banking Client Account Manager to oversee an assigned portfolio with a focus on Welcome, Retain, and Grow.

You will drive activations, onboarding, and relationship profitability while coordinating with Field Sales to meet pre-sale and implementation expectations. The role requires consulting with clients on payment education, cross-selling products, and expanding the bank relationship through targeted outreach and insights.

Qualifications

• Associate degree or equivalent work experience.
• Typically 3–5 years of client management experience in the payments industry.

Responsabilités

• Contact newly approved customers and coordinate implementation schedule.
• Welcome newly activated Business Banking customers.
• Handle service-related requests via phone, email, and Teams.
• Utilize Salesforce.
• Manage rate review requests.
• Coordinate with Field Sales and cross-functional partners.
• Refer opportunities to bank partners.

Connaissances

Client management

Payments industry

Salesforce

Formation

Associate's degree or equivalent

Description du poste

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

Business Banking Client Account Managers are responsible for the overall management of an assigned portfolio with a focus on Welcome, Retain, and Grow.

Key areas of focus include revenue growth, client retention, attrition management, and proactive customer outreach.

This includes helping to drive activations and elevate the onboarding experience by coordinating with Field Sales to ensure pre-sale and implementation expectations are met, welcoming newly activated accounts, performing general account maintenance, increasing relationship profitability, and maintaining client satisfaction. Partnering across the Bank is an important component of deepening customer relationships, identifying broader financial needs, and connecting clients with relevant Bank products, services, and resources.

The role also involves consulting with clients for payment education and recommending products and services to enhance performance based on customer needs and portfolio growth. Additionally, team members are expected to maintain strong proficiency in our products and services, leveraging this knowledge to successfully cross-sell within their portfolio and expand overall Bank relationship. They should proactively work to drive revenue, strengthen retention, mitigate attrition, and deepen customer relationships through targeted outreach, utilizing tools, campaigns, and trigger-based insights to identify growth opportunities.

Key Responsibilities (Job Functions)

• Contact newly approved customers and coordinate implementation schedule
• Welcome newly activated Business Banking customers
• Work service-related requests via phone, email, and Teams
• Utilize Salesforce
• Work rate review requests
• Establish and maintain regular cadence with internal stakeholders (Field Sales, Bankers, and other cross-functional partners)
• Refer opportunities to bank partners

Minimum Performance Criteria

• Successful completion of required training curriculum by business line due date
• Meet in-office requirements
• Maintain Salesforce excellence (completing all data and meeting SLAs)
• 100% of introduction calls completed on due date
• Service-related requests acknowledged same day
• Rate review requests completed within SLA
• Maintain assigned Salesforce activities within SLA (Tasks, Opportunities, etc.)
• Maintain current attrition rate
• Achieve 100% of in-year new revenue goal
• Achieve 9% portfolio growth
• 100% call completion on outbound campaigns
• 1 bank referral per month
• Minimum of 1 Business Health Check for every Keystone customer per year

Basic Qualifications

• Associate's degree, or equivalent work experience
• Typically, three to five years of client management experience in the payments industry

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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.

Benefits

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:

• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $91,440.00 - 111,760.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.