Client Development Manager

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🕒 July 29

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Logo of U.S. Bank

U.S. Bank

10,000+ employees

Founded 1863

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

U. S. Bank is a major financial services institution headquartered in the United States, providing a wide range of banking and financial products to individuals and businesses. The bank offers services in retail banking, corporate banking, wealth management, credit underwriting, and investment management. With a commitment to diversity, equity, and inclusion, U. S. Bank emphasizes the importance of culture and values, offering career growth opportunities and supporting the health and wellness of its employees. U. S. Bank engages with communities and provides educational resources to enhance financial literacy. As a member of the FDIC, it ensures the security of its deposit products, although investment and insurance products are not FDIC insured and may lose value.

📋 Description

• Develops profitable new business account relationships and increased profitability from existing accounts. • Identifies business opportunities based on knowledge of clients, markets, products and services. • Makes sales presentations to existing and prospective clients informing them of benefits of using the organization’s products and services to meet their needs. • Implements and maintains an effective referral network and call program to promote sales. • Coordinates processes between centralized sales support, marketing and product groups to implement market level plans. • Monitors sales results and is involved in the training of the sales force to help ensure that sales and service goals are met. • Assists in the design and development of strategic marketing plans which fulfill specific customer needs. • Identifies prospects and referral sources for solicitation through the organization’s internal network and through external sources. • Meets with current and prospective customers to actively promote and sell products and services. • Manages on-going account relationships with existing customers; making sure their needs are met, fees collected and products and services are marketed effectively. • Achieves individual business development goals, including new sales, calling activity and business retention quotas. • Establishes and maintains internal relationships within the organization to facilitate an effective referral program. • Provides presentations as required to external and internal constituents, including proposal presentations, operational tours and product and sales training. • Prepares and presents professional proposals for clients and prospects. • Maintains required subject expertise including product knowledge, general organization practices, policies and procedures and knowledge of technological advances applicable to product lines and services. • Establishes and maintains good public relations with the community to enhance the organization’s image and develop new business; maintains contact with other internal referral sources to facilitate sales opportunities, often conducting joint calls with other business development areas. • Maintains frequent contact and follow-ups with clients to make sure all needs are being met. • Supports managers in setting promotion goals, developing and implementing internal and external sales events and implementing communications and sales support for in-market changes. • Develops and supports market level programs which enhance corporate programs to meet unique market needs, yet adhere to corporate strategies and standards. • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. • Actively participates in any required corporate and business line training in these areas. • Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. • Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

🎯 Requirements

• Bachelor's degree, or equivalent work experience • Typically six to eight years of related experience • Sales/client management and influencing skills • Follow-up skills • Project management skills • Elan or agent bank experience a plus • Experience with Salesforce & MS Office Suite • In-depth knowledge of the assigned business line and technical marketing skills • Strong product management, design and development skills • Thorough knowledge of product/program development, pricing, implementation and strategic analysis • Demonstrated marketing and marketing research skills • Effective interpersonal, verbal and written communication skills • Proficient financial and competitive analysis and computer skills • Ability to travel

🏖️ Benefits

• 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

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