Client Executive Team Leader – Mid Market

U.S. Bank

. Lead, coach, and manage a team of Payment Solution Sales Client Executives responsible for key client relationships and end-to-end client experience .

Posted 9/18/2026full-timeDallas • California • United StatesSenior💰 $149,515 - $175,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and relationship management capabilities while ensuring compliance with regulatory requirements and maintaining high client satisfaction. Proficient in driving organic growth through strategic client engagement and cross-selling initiatives.

Highest-signal resume keywords

LeadershipClient Relationship ManagementRisk ManagementTreasury Management ServicesCompliance with AML and BSA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury Management ServicesLiquidity ManagementPaymentsCommercial CardsMerchant ServicesTrade FinanceRisk AssessmentGovernanceRegulatory ComplianceClient Satisfaction Metrics

Soft Skills

CoachingCommunicationInfluencingProblem SolvingTeam Motivation

Certifications & Qualifications

FINRA RegistrationNMLS RegistrationReg Z ComplianceReg G ComplianceOFAC ComplianceNFA ComplianceFCPA ComplianceBank Secrecy Act Compliance

Industry Keywords

Financial ServicesClient ExperiencePerformance ManagementClient EngagementSuspicious Activity Reporting

About the role

Key responsibilities & impact

Lead, coach, and manage a team of Payment Solution Sales Client Executives responsible for key client relationships and end-to-end client experience
Establish expectations, performance standards, and accountability for client coverage, relationship management, service quality, and execution
Oversee the end-to-end client experience across assigned portfolios
Guide complex client situations, escalations, service gaps, and relationship risks toward timely resolution
Support team members in building deep, long-term client relationships through strategic advice and understanding of client objectives
Ensure regular, structured client reviews to assess satisfaction, identify opportunities, address concerns, and reinforce loyalty
Partner with Sales, Product, Trading, Operations, Coverage, and other teams to coordinate seamless client solutions
Drive organic growth through needs-based cross-selling and relationship deepening
Monitor portfolio trends, client feedback, satisfaction indicators, and relationship health metrics
Advocate for clients and the Client Executive team by translating feedback into product, process, service, and operating improvements
Promote disciplined execution and follow-through on client commitments
Maintain governance and risk awareness across client activities
Collaborate with Legal, Compliance, Risk, Finance, and control partners on oversight, escalation, documentation, and controls
Assess risk and reward in client engagements while protecting the firm’s reputation and client trust
Support talent development, succession planning, performance management, onboarding, and continuous capability building
Ensure team adherence to applicable policies, procedures, codes of conduct, and business line requirements
Ensure required registrations, licenses, and training obligations are maintained
Ensure compliance with the U.S. Bank Code of Ethics, AML, BSA, information security, suspicious activity reporting, account opening, and related requirements

Requirements

What you’ll need

Strong leadership, coaching, communication, and relationship management skills
Demonstrated ability to manage, develop, and motivate a client-facing team in a complex, matrixed financial services environment
Client-focused, solutions-oriented mindset
Ability to influence across teams, resolve complex issues, and drive accountability without direct authority over all stakeholders
Strong experience supporting institutional or commercial clients
Broad cross-product understanding spanning Treasury Management Services, including Liquidity & Investments, Receivables, Payments, Commercial Cards, Merchant Services, and Trade
Understanding of risk management, governance, controls, regulatory expectations, and reputational risk considerations within a large financial institution
Strong executive presence, sound judgment, effective escalation management, and ability to translate client needs into coordinated internal action
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Required registrations, licenses, and training obligations must be obtained and maintained within prescribed timeframes, as applicable
Compliance with Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting, and related policy requirements
Applicants must satisfy applicable employment eligibility verification and background check requirements
Certain positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act, and other applicable federal guidelines

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
401(k) contribution and pension