U.S. Bank

Account Manager

• Serve as a trusted advisor to mutual fund industry clients
• Assess changing business environments and provide expertise and guidance
• Maximize client retention and expand product development and services
• Monitor client asset levels and propose fee structure amendments
• Conduct monthly client risk assessments and measure client satisfaction for each service line
• Recommend ways to maintain and increase USBFS service levels
• Research client products and existing services to identify sales opportunities
• Coordinate interdepartmental meetings to develop strategies and solutions for client requests
• Maintain client communication through client tours, conferences and Board of Directors' meetings when necessary
• Review and approve USBFS and U.S. Bank invoices for reasonableness and accuracy
• Prepare and complete transfer agent audit requests and information for SEC examinations
• Review and approve shareholder statements, applications, regulatory documents and tax forms
• Manage challenging client relationships and/or fund structures
• Represent Relationship Management on internal and external committees and at seminars/conferences
• Develop, improve or implement department procedures to enhance clients' experience
• Assist with training and mentoring new personnel

Mutual Funds Relationship Manager

Full-stack Engineer

• Analyze, design, test, develop, and maintain best-in-class software experiences
• Design, develop, and maintain scalable full-stack applications using React, Java, and Spring Boot
• Build responsive user interfaces with React, JavaScript, HTML, CSS, and Microfrontend architecture
• Develop and support REST APIs and microservices using Java, Spring MVC, and Spring Boot
• Design and optimize database solutions using Oracle, SQL Server, and MySQL
• Deploy and support cloud-native applications on AWS
• Contribute to CI/CD pipelines and DevOps processes using Jenkins, GitLab, Docker, and Kubernetes
• Collaborate with cross-functional teams in an Agile/Scrum environment
• Troubleshoot, debug, and optimize application performance and reliability
• Take responsibility for software artifacts while adhering to U.S. Bank standards and minimizing customer experience impact

Software Engineer 2 – Full Stack, Java Developer

Solutions Engineer

• Support the sale and implementation of selected technical or complex products, services, and solutions
• Provide presales technical expertise to sales teams and customers
• Provide technical input into RFP bid proposals, projects, and technical documents
• Identify additional sales opportunities with existing customers
• Assess customer business needs through discussions and interactive whiteboarding sessions
• Develop and present technical proposals showing how products meet customer needs and integrate with customer systems and equipment
• Conduct product and solution demonstrations
• Present customer systems and equipment requirements to Technology, Operations, Systems, and Product Management teams
• Install and demonstrate products at customer sites post-sale, or provide detailed client requirements to implementation teams during handoff
• Maintain current knowledge of company and competitor products and services
• Inform product management of product enhancements or changes
• Support sales staff at events and trade shows

CPS Solutions Engineer

Data Scientist

• Lead a dedicated cross-functional pod focused on a defined client segment, life event, lifecycle stage, or emerging growth opportunity
• Identify future sources of client and enterprise value through analysis of market trends, competitive dynamics, consumer behavior, client needs, and industry developments
• Evaluate market attractiveness, opportunity size, strategic fit, and business impact of potential growth initiatives
• Collaborate with Product, Marketing, Channels, Analytics, Finance, Strategy, Customer Experience, and Lines of Business to develop growth hypotheses and value propositions
• Build business cases assessing opportunity potential, financial impact, investment requirements, risks, and strategic tradeoffs
• Translate strategic opportunities into hypotheses, test plans, learning agendas, success measures, and decision frameworks
• Present findings and recommendations to senior leaders and stakeholders
• Lead pilots and proof-of-concept initiatives to validate growth opportunities
• Partner with Product, Marketing, Branch, Channel, Analytics, and Technology teams to execute and monitor initiatives
• Establish success metrics and performance benchmarks
• Analyze results and recommend whether initiatives should scale, iterate, pivot, or stop
• Monitor client engagement, adoption, satisfaction, retention, and business outcomes
• Define, measure, and refine financial assumptions, expected benefits, and economic impacts
• Communicate outcomes, risks, investment tradeoffs, learnings, and strategic implications to Studio leadership and executive stakeholders
• Influence and align stakeholders across multiple businesses and functions without formal authority
• Coordinate Lines of Business and enterprise partners to ensure feasibility, readiness, and organizational support
• Clarify priorities, decision points, dependencies, and accountability across matrixed teams
• Prepare validated opportunities for transition into scalable operating models

Client Value & Lifecycle Studio Analytics Lead

Consultant

• Build relationships with customers through face-to-face engagement
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Educate clients about available deposit and loan products and services
• Recommend financial solutions based on customers’ unique goals and needs
• Originate and close consumer loans
• Open accounts
• Open and/or close the branch
• Work from a U.S. Bank location for all scheduled workdays

Client Relationship Consultant, Multiple Levels

Financial Crime

• Partner with Enterprise Financial Crimes Compliance (EFCC) and Financial Intelligence Unit (FIU) team members to understand transaction monitoring applications, approaches, and processes
• Support, own, and enhance existing AML transaction monitoring models
• Drive the full model-development lifecycle from data exploration through pilot and production-level models
• Create model development documentation according to U.S. Bank Model Risk Governance standards
• Collaborate with Model Risk Validation to address model concerns throughout the program lifecycle
• Conduct ongoing model monitoring with another FIU team, including research and analysis based on performance metrics and Below the Line testing
• Defend modeling approaches, methodologies, and design decisions to internal and external examiners
• Communicate complex concepts to audiences at different levels
• Represent the FIU team to EFCC senior leadership, Model Risk Management, internal audit, quality assurance, business partners, and regulators

Quantitative Modeler Manager – AML

Financial Planning and Analysis

• Serve as a primary day-to-day contact for customers and internal business partners
• Generate and process payoff quotes and payoff transactions
• Manage end-of-term lease activities, including equipment dispositions
• Respond to customer requests, inquiries, and issue resolution in a timely and professional manner
• Collaborate with sales, credit, documentation, insurance, titling, and other internal teams to support customer needs
• Research and resolve transaction discrepancies and operational issues
• Identify potential customer concerns and proactively work toward resolution
• Maintain accurate records and documentation in department systems
• Cross-sell or refer customers to additional bank products and services when appropriate
• Develop expertise in assigned accounts, products, and Equipment Finance processes

Equipment Finance – Payoff Analyst

Network Engineer

• Supervise and develop multi-platform converged enterprise engineering solutions for business and infrastructure services
• Lead, direct, or recommend cross-functional teams for system enhancements
• Target system performance, reliability, scalability, and capacity improvements
• Evaluate product and service solutions
• Design, develop, and support technology infrastructure
• Implement and support network access control and zero trust network access solutions
• Support identity and access management integrations, directory services, remote access, and secure connectivity
• Design and support highly available, geographically distributed environments
• Perform platform upgrades, lifecycle management, and capacity planning

Senior Systems Engineer – Network Security Engineer

Operations

• Develop and execute the operational strategy and strategic vision for custody operations
• Lead the transition from batch-based processing to real-time exception management and compressed settlement timelines
• Drive digital transformation using RPA, workflow automation, cloud, AI-driven data intelligence, and ISO 20022 messaging
• Evaluate emerging capabilities including DTCC modernization, asset custody, and tokenization
• Oversee securities settlements, corporate actions, dividend/income collection, proxy voting, and account reconciliation across global markets
• Manage settlement fails, partial settlement, and CSDR penalty exposure
• Ensure position keeping, safekeeping controls, and 100% asset segregation
• Oversee Global Network Management, sub-custodian relationships, network governance, and market resiliency
• Own the operational client experience, including service recovery, root-cause resolution, and client escalations
• Identify, assess, and mitigate operational, transaction, compliance, and credit risk
• Ensure regulatory compliance, reporting, examinations, audits, and industry initiatives
• Maintain business continuity, disaster recovery, crisis management, and third-party contingency programs
• Monitor KPIs, SLAs, operational efficiency, settlement accuracy, reporting accuracy, STP rates, exception resolution, and settlement fail rates
• Use operational metrics, forecasts, productivity analytics, and capacity models for resource allocation and investment priorities
• Lead, mentor, and develop a high-performing global team
• Drive workforce strategy, location strategy, capacity management, succession planning, and employee engagement
• Build leadership depth and scalable operating models
• Maintain relationships with clients, investment managers, business stakeholders, banks, custodians, and regulatory bodies
• Manage the global sub-custodian network and third-party service providers, including due diligence, contract governance, and performance oversight
• Manage operational budgets, expense discipline, sourcing decisions, productivity initiatives, and vendor performance
• Monitor industry best practices, regulatory changes, and market developments and contribute to industry committees and forums

Head of Global Custody Operations

• Lead Class Actions, Domestic and Global Proxy, and income-related operations
• Manage and develop a team across multiple locations
• Partner with vendors, business partners, and stakeholders to deliver exceptional client service
• Oversee escalations, operational risk management, and regulatory compliance
• Drive process improvements, workflow enhancements, and strategic initiatives
• Support testing, system changes, and ongoing business transformation efforts
• Lead approximately 12 employees across Milwaukee, Wisconsin and St. Paul, Minnesota

Custody Operations Manager – Class Actions and Proxy

Business Analyst

• Support corporate coverage of U.S. Bank's Independent Power Producer clients
• Support Relationship Managers in managing and growing the Independent Power Producer portfolio
• Prepare marketing materials for client meetings and prospect acquisition, coordinating with product areas and other activities directed by Relationship Managers
• Monitor borrower and sector developments, including rating agency actions, regulatory changes, earnings releases, capital and liquidity trends, M&A activity, and market developments
• Maintain internal reports including deal tracking, pipeline reports, and Salesforce reports
• Track client and portfolio activity with the Power & Utilities Portfolio Management team and U.S. Bank product partners using Salesforce and other internal systems
• Execute pricing models and compile information for the credit approval process
• Provide day-to-day account management support for IPP clients, ensuring credit files and Know Your Customer requirements are complete and current
• Conduct due diligence and financial analysis on clients to determine long-term financing solutions and cross-sale opportunities
• Analyze industry trends and challenges through special projects

Corporate Banking Relationship Management Analyst, Associate

• Support the PMI Sales organization and other key business line partners
• Perform financial planning, forecasting, reporting, analysis, and decision support activities
• Serve as a finance partner to product, sales, and business line teams
• Provide insights and recommendations related to revenue performance, forecasting, business cases, and strategic initiatives
• Develop financial models
• Analyze trends and variances
• Support monthly and annual planning processes
• Deliver ad hoc analyses for management decision-making
• Support implementation of Finance AI and automation initiatives
• Help deploy AI-enabled data models, analytics solutions, and intelligent agents
• Partner with finance, technology, and business teams to streamline processes and enhance data-driven decision-making
• Prepare executive-level presentations and materials for finance and business reviews
• Research and resolve data quality issues within financial reporting systems
• Support development and enhancement of financial applications, reporting tools, and analytical capabilities

Financial Analyst – Sales

• Analyze, design, test, develop, operate, and maintain best-in-class software experiences
• Design, develop, test, operate, and maintain products
• Take full-stack ownership by writing production-ready and testable code
• Create optimal designs following architectural best practices, considering scalability, reliability, and performance
• Analyze failures, propose design changes, and encourage operational improvements
• Make sound design and coding decisions with customer experience as a priority
• Incorporate code review feedback and apply changes to meet standards
• Conduct code reviews and provide guidance on engineering best practices and development procedures
• Ensure product development follows compliance and security best practices
• Apply software reliability engineering standards within development
• Contribute to technology transformation and emerging technology best practices
• Contribute to innovation, collaboration, and continuous improvement
• Critically review, prioritize, and size tasks for incremental delivery; communicate blockers and delays before escalation
• Collaborate with teams and across the organization

Software Engineer 2, Gen AI, LLM, Spring Boot

Communications

• Develop and support communication goals and objectives for designated business lines
• Create multi-channel communication strategies for existing bank clients to support retention and engagement
• Use email, direct mail, and in-experience messaging to reach clients
• Apply AI technology and other tools to increase efficiency and improve speed to market
• Evaluate communication results and use insights to optimize messaging and performance
• Work with and lead cross-functional teams to ensure strategy and content are clear, on-brand, and compliant
• Collaborate with internal partners to ensure programs comply with laws, regulations, and bank policies
• Manage projects to completion on time and on budget, aligned with project plans
• Provide communication resources, expertise, and guidance to business line leaders
• Communicate with senior management and U.S. Bank leadership
• Monitor changing market dynamics and test new ways to engage and communicate with customers and prospects

Client Communications Manager

Manager

• Drive business development and sales within the Small Business and Branch Banking segment for companies with less than $2.5 million in annual revenue
• Develop new business relationships
• Expand and increase profitability within existing client accounts
• Build and maintain a strong pipeline through self-sourced prospecting and partnerships with Business Banking Specialists and branch colleagues
• Identify sales opportunities based on client needs, market dynamics, and organizational products and services
• Make consultative sales presentations to existing and prospective clients
• Articulate the value and benefits of payment solutions
• Implement and maintain an effective referral network and call program
• Expand payment solutions within the small business environment through proactive relationship management and targeted sales efforts