U.S. Bank Institutional Trust & Custody Relationship Manager in SOUTH SAN FRANCISCO, California

Develops and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services with the primary focus on value-added sales and prospecting. Retains and expands existing customer relationships to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education or other requests. Facilitates problem resolution with specialized units and responds to customers when necessary. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Writes fee proposals based on standard pricing with some modifications for unique and non-routine responsibilities. Sells various U.S. Bancorp products and services.


Basic Qualifications

  • Bachelor's degree, or equivalent work experience

  • Eight or more years of experience in trust administration, investments and sales

Preferred Skills/Experience

  • Thorough knowledge of trust administration and operations

  • Superior knowledge of institutional trust and investment instruments

  • Extensive relationship management and new business development/sales skills

  • Well-developed customer service/relations skills

  • Strong strategic planning skills

  • Excellent presentation, verbal and written communications skills

Job: Relationship Management

Primary Location: CA-CA-South San Francisco

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 180014202

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.