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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management within the payments industry, focusing on revenue growth, client retention, and proactive customer outreach. Proficient in Salesforce for maintaining data integrity and achieving service-level commitments.
Highest-signal resume keywords
Client Management ExperienceSalesforce ProficiencyRevenue Growth AchievementCross-Selling SkillsPayment Education Consultation
About the role
Key responsibilities & impact- Manage an assigned Business Banking client portfolio with a focus on welcoming, retaining, and growing customers
- Drive revenue growth, client retention, attrition management, and proactive customer outreach
- Coordinate with Field Sales to meet pre-sale and implementation expectations
- Contact newly approved customers and coordinate implementation schedules
- Welcome newly activated Business Banking customers
- Handle service-related requests via phone, email, and Teams
- Perform general account maintenance and work rate review requests
- Increase relationship profitability and maintain client satisfaction
- Partner with Field Sales, Bankers, and cross-functional teams
- Refer opportunities to bank partners
- Consult with clients on payment education
- Recommend products and services based on customer needs and portfolio growth
- Maintain strong proficiency in products and services
- Cross-sell within the assigned portfolio and expand overall Bank relationships
- Use tools, campaigns, and trigger-based insights to identify growth opportunities
- Maintain Salesforce data, activities, and service-level commitments
Requirements
What you’ll need- Associate's degree, or equivalent work experience
- Typically, three to five years of client management experience in the payments industry
- Successful completion of required training curriculum by business line due date
- Meet in-office requirements
- Maintain Salesforce excellence, including completing all data and meeting SLAs
- Complete 100% of introduction calls by the due date
- Acknowledge service-related requests the same day
- Complete rate review requests within SLA
- Maintain assigned Salesforce activities within SLA
- Maintain current attrition rate
- Achieve 100% of in-year new revenue goal
- Achieve 9% portfolio growth
- Complete 100% of outbound campaign calls
- Make 1 bank referral per month
- Complete at least 1 Business Health Check for every Keystone customer per year
- Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Benefits
Comp & perks- 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
- Incentive and recognition programs
- Equity stock purchase
- Pension
- Disability accommodations during the application or hiring process
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client RetentionAccount MaintenanceRate Review RequestsPortfolio GrowthOutbound Campaign CallsBusiness Health CheckService-Level AgreementsProactive Customer OutreachAttrition ManagementProduct Recommendation
Soft Skills
Communication SkillsCollaborationCustomer Service OrientationProblem-SolvingRelationship Building
Tools & Technologies
SalesforceEmailPhoneTeams
Certifications & Qualifications
Associate's DegreeRequired Training Curriculum Completion
Industry Keywords
Business BankingPayments IndustryClient Portfolio ManagementRevenue GrowthCross-Functional Team Collaboration