Teams at US Bank

Analyzes credit information for new, renewal, and extension loans; approves credit or recommends decisions to lending authorities. Reviews customer accounts and portfolios for credit quality issues, assesses risk, and recommends actions to maximize credit quality and minimize losses. Applies credit policy, financial analysis, and technology tools while preparing reports and communicating findings.

Supports investment relationship managers through sales, administrative, operational, processing, and customer service activities. Responsibilities include managing appointments, preparing investment proposals and correspondence, maintaining client records, handling communications, supporting business development campaigns and seminars, contacting clients and prospects, and coordinating with internal departments. The role requires knowledge of brokerage operations, regulatory compliance, client relationship management, strong organization, communication, analytical skills, and attention to detail.

Manages Corporate Trust client relationships, evaluates new accounts, delivers responsive service, supports business development, mitigates risks, improves operational processes, and coordinates operational changes. The role may oversee staff and contribute to revenue, business development, and expense goals. Requires strong knowledge of corporate trust, investment instruments, account management, trust operations, project management, and applicable regulations.