Institutional Client Group Relationship Manager - Bay Area

U.S. Bancorp
San Francisco, San Jose
Workplace: OnsiteFull timeUSD 180,270 - 220,330Function: Customer Success & Account ManagementExperience: 10+ yearsEducation: mastersSkills: ["Leadership","Strategic management","Communication","Analytical thinking","Problem-solving"]

Manage and grow a large, complex portfolio of commercial loans by prospecting for new relationships and retaining and expanding existing customers. Build strong connections across One U.S. Bank, sell appropriate products and services, and make referrals. Provide financial advice, approve loans within assigned limits, and monitor loans and overall portfolio credit quality to drive performance.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Institutional Client Group Relationship Manager - Bay Area

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Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Manage and grow a large, complex portfolio of commercial loans by prospecting for new relationships and retaining and expanding existing customers. Build strong connections across One U.S. Bank, sell appropriate products and services, and make referrals. Provide financial advice, approve loans within assigned limits, and monitor loans and overall portfolio credit quality to drive performance.
Location: San Francisco, San Jose
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Manage and grow a large, complex portfolio of commercial loans.
  • •Prospect for and close new business relationships.
  • •Retain and expand relationships with existing customers.
  • •Sell appropriate bank products and services and make referrals across One U.S. Bank.
  • •Provide financial advice, approve loans within assigned limits, and manage portfolio credit quality.

Pay and Benefits

Salary: USD 180,270 - 220,330
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption AssistanceSafe Leave

Key Requirements

  • •Master’s degree in finance, accounting, or a related field OR equivalent experience.
  • •10+ years of commercial lending experience.
  • •3+ years of management experience.
  • •Strong leadership and strategic management skills.
  • •Excellent verbal and written communication skills, plus well-developed analytical, decision-making, and problem-solving skills.
Experience:10+ yearsCommercial lendingCommercial loansPortfolio managementBankingFinance
Education:Master's in Finance, accounting or other related field
Skills:LeadershipStrategic managementCommunicationAnalytical thinkingProblem-solving

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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