Client Account Management - Onboarding

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

This role within Client Account Management supports the Corporate Trust onboarding experience and the ongoing management of new deals and client relationships. The Relationship Specialist works closely with Client Managers, business development officers, operations, risk, compliance, and other internal partners to ensure new transactions are onboarded accurately, efficiently, and in accordance with established business-line account acceptance requirements, procedures, and controls.

The CAM team is increasingly responsible for the end-to-end onboarding process, allowing Client Managers to focus more heavily on ongoing client relationship management. The operating model includes CAM directly coordinating onboarding activity, managing required documentation, supporting client communications, and addressing onboarding and Initial Account Review exceptions.

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

Key Responsibilities

• Execute end-to-end onboarding activities for new Corporate Trust transactions, coordinating the process from initial information and documentation intake through account setup and closing.
• Complete Know Your Customer (KYC) requirements and ensure appropriate formation, tax, authorization, and supporting documentation is obtained and maintained.
• Review governing and transaction documents to identify account structures, parties, capacities, operational requirements, and other information necessary to establish the transaction accurately.
• Coordinate deal and account setup across key CAM platforms, including WebKYC, CTUO, CTAO, CDO Suite, ACS, Entrata, TIR, SWP, and Pivot.
• Support transaction closings by ensuring required onboarding activities, approvals, documentation, and system setups are c...

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis.