Deposits/Payments CRE Relationship Manager

U.S. Bank; Charlotte (NC); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Life insurance

Job summary

U.S. Bank is hiring a Commercial Real Estate Deposit and Payment Solutions Relationship Manager to manage relationships in the REIT East Market.

The RM will drive the sales process and grow revenue by prospecting for new deposit and payment product and treasury management business and by retaining and expanding existing customer relationships. This role requires 10+ years in commercial deposits, treasury management, and relationship management, with CRE knowledge of REITs, developers, and

Qualifications

• Bachelor’s degree (Master’s preferred) in finance, accounting or related field.
• 10+ years commercial deposit gathering, treasury management and relationship management experience.
• CRE knowledge with REITs, developers and property managers.

Responsibilities

• Manage non-credit risk for customer portfolios with complex transactions and deposits/payments solutions.
• Monitor and enhance profitability of all assigned relationships.
• Serve as liaison between Commercial Real Estate group and other departments to ensure customer satisfaction.
• Recommend product and service solutions based on customer data analysis.
• Review financials and accurately forecast balances and revenue.
• Develop deeper relationships by understanding customer business and identifying solutions.
• Coordinate with product partners to implement solutions and ensure superior service.

Skills

CRE knowledge

Revenue growth

Cross-sell bank products

Relationship management

Leadership

Analytical skills

Presentation skills

Education

Bachelor’s degree in finance or related field

Master’s degree preferred

Job description

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

U.S. Bank is hiring for a Commercial Real Estate Deposit and Payment Solutions Relationship Manager to manage relationships in the REIT East Market. The RM will drive the sales process and grow revenue as directed by senior management. This will occur through successfully prospecting for new deposit and payment product and treasury management business and retaining and expanding existing customer relationships.

Job Function & Responsibilities

• Manage the non-credit risk for customer portfolio that typically involves the most complex financial transactions, customer relationships, and deposits and payments solutions transactions undertaken by the bank
• Monitor and enhance profitability of all assigned relationships
• Serve as the liaison between Commercial Real Estate group and other departments to ensure customer satisfaction
• Recommends product and service solutions based on analysis of customer data
• Review financials and accurately forecasts balances and revenue
• Builds deeper relationships with existing customers by understanding customers business and identifying deposit and payment solutions
• Develops and implements strategies for by satisfying customer needs through a full array of deposit, cash management, asset management, investment and other appropriate bank products and services
• Coordinate with product partners to implement solutions, and ensuring superior service from all areas within the Bank

Basic Qualifications

• Bachelor’s degree (Master’s preferred) in finance, accounting or other related work experience
• 10+ years commercial deposit gathering, treasury management and relationship management experience

Preferred Skills/Experience

• Commercial Real Estate knowledge specifically with REITs, developers and property managers.
• Proven ability to continuously grow revenues in a client – facing role
• Possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank’s products
• Capable of providing consultative solutions to CRE customers
• General working knowledge of commercial credit
• Maintains the ability to work effectively with individuals and groups across the company to manage customer relationships
• Resolves customer problems and acts as a liaison with other departments, divisions, and subsidiaries in managing the customer’s relationship with the bank
• Strong leadership and strategic management skills
• Well-developed analytical, decision-making, and problem-solving skills
• Ability to work effectively with individuals and groups in managing customer relationships
• Excellent presentation, verbal, and written communication skills
• Certified Treasury Professional (CTP) designation

Location Expectations

This role has an in-office expectation of three (3)+ days per week in one of the listed U.S. Bank hub locations. This role requires around 50% travel, and those travel days are included as part of the in-office expectation.

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.

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.

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.

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: $180,270.00 - 220,330.00

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.