U.S. Bank

Sales

• Lead a team of Direct Sales Representatives within the assigned Florida territory
• Manage a direct sales team selling assigned products and services within a designated geographic region or industry segment
• Lead self-generated business through prospecting, networking, referrals, and outbound business development
• Develop revenue, volume, and market share objectives
• Establish and achieve sales and budget goals
• Execute marketing strategies for products and services sold
• Build and maintain profitable customer relationships
• Identify and monitor market trends and competitor activity
• Develop and administer the annual budget for the assigned area
• Cultivate relationships with industry associations and community networks
• Train, motivate, coach, and provide daily leadership to the sales team

Sales Director

Financial Planning and Analysis

• Supervise a team of administrators providing accounting, administration and investor servicing to investment companies and advisers
• Serve as a trusted advisor to clients by assessing changing business and investment strategies
• Provide expertise, tools and information to help clients focus on growing investments
• Act as the escalation point for assigned clients and direct issue resolution and process changes
• Identify risk-related issues through qualitative and quantitative data review
• Anticipate obstacles and implement mitigating solutions
• Review accounting and financial statement information for audit and tax reviews
• Document and set up accounting principles for unusual investment types
• Set up and process complex expense and incentive fee calculations and reconciliation items

Alternative Investments Supervisor

Banker

• Demonstrate excellent customer service in accordance with U.S. Bank Core Values
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Deepen existing customer relationships through routine calling
• Develop new relationship opportunities through business development activities
• Combine digital tools with human connections to offer solutions to business customers
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
• Open accounts and identify, open, service, and maintain product solutions and accounts
• Develop internal and external relationships
• Collaborate with branch partners, centers of influence, clients, and other business line partners
• Refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs

Small Business Relationship Banker I

Consultant

• Acquire, integrate, validate and analyze large or complex datasets from customer, survey, operational, behavioral and business sources
• Apply statistical methods to answer business questions and identify trends, patterns and relationships
• Design and evaluate A/B tests and other experiments
• Use Python, SQL and related analytical tools to prepare data, automate analyses and develop reproducible workflows
• Conduct driver analysis, segmentation, forecasting, predictive modeling, root-cause analysis and pain-point sizing
• Analyze VoC and CX data to identify customer needs, experience gaps, satisfaction drivers and improvement opportunities
• Synthesize qualitative and quantitative inputs into executive-ready narratives
• Translate findings into prioritized recommendations that improve customer satisfaction, adoption, retention, efficiency or other business outcomes
• Develop and enhance dashboards, visualizations and recurring reporting
• Measure results of implemented recommendations and propose evidence-based adjustments
• Partner with CX, Product, Operations, Technology, Data Science, Business Intelligence and business teams
• Present findings and recommendations to stakeholders and senior leaders
• Ensure data acquisition, use, sharing and analytical outputs comply with company standards, controls and data-governance requirements
• Stay current on analytics, experimentation, VoC and CX measurement practices and recommend enhancements

Senior CX Analytics Consultant – Merchant Payment Services

Project Manager

• Lead onboarding and integration of Treasury Management products and services for the bank’s highest revenue-generating clients
• Lead complex Treasury Management implementations involving multiple products, regions, business lines, and stakeholders
• Establish project scope, timelines, risks, dependencies, and success criteria with clients and internal partners
• Drive implementation outcomes through risk identification, mitigation planning, and stakeholder engagement
• Lead large-scale initiatives affecting Treasury Management operations, implementation practices, and client experience
• Develop project plans, milestones, resource requirements, risk assessments, communication plans, and reporting mechanisms
• Partner across Treasury Management, Sales, Operations, Compliance, and Risk Management
• Track project performance, identify obstacles, recommend solutions, and communicate status to internal partners and leadership
• Facilitate project meetings, working sessions, stakeholder discussions, and governance reviews
• Manage multiple concurrent projects with competing priorities and deadlines
• Provide coaching, mentoring, and technical guidance to less experienced team members
• Support change management for new products, system enhancements, regulatory requirements, and strategic initiatives
• Evaluate business needs and develop recommendations supporting strategic priorities
• Represent the department on enterprise committees, project teams, and working groups
• Ensure implementation and project activities comply with policies, procedures, regulatory requirements, and risk management standards
• Ensure compliance with Anti-Money Laundering, Bank Secrecy Act, information security, and suspicious activity reporting requirements

Treasury Project Manager

• Provide accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products
• Calculate net asset values and disseminate financial and performance information to investment advisors and investors
• Act as primary fund accountant on multiple relationships
• Complete fund accounting functions in accordance with Generally Accepted Accounting Principles (GAAP)
• Record trade information and income/expense activity in the portfolio accounting system
• Apply valuation of securities in the portfolio accounting system
• Enter and reconcile investor contributions and withdrawals in the partnership accounting system
• Allocate fund-level profits to individual investors for investor statements
• Review and coordinate fund expense analysis and expense processing
• Prepare fund financial statements, audit schedules and tax schedules

Alternative Investments Accountant

Chief Technology Officer

• Define and execute the technology vision, strategy, and investment roadmap supporting U.S. Bank's Global Investment Services growth objectives
• Partner directly with senior business executives to translate business strategy into scalable technology solutions
• Lead a large, geographically dispersed global technology organization covering application development, platform modernization, technology operations, architecture, and delivery execution
• Drive transformation initiatives by reducing legacy complexity, rationalizing applications and infrastructure, and implementing scalable solutions
• Provide executive leadership for strategic platform decisions, modernization, third-party solutions, build-versus-buy evaluations, and emerging AI-enabled capabilities
• Influence enterprise technology strategy through senior technology leadership teams and cross-functional governance forums
• Partner across business, risk, compliance, legal, and audit functions to maintain an effective control environment while enabling innovation and speed to market
• Attract, develop, and retain technology talent while building a high-performing, inclusive leadership culture
• Oversee significant technology investments and budgets, ensuring delivery excellence and maximizing business value and return on investment

Head of Technology – Investment Services

Security Engineer

• Serve as a strategic communications partner within Information Security Services
• Translate complex technical information into clear, executive-ready communications for senior leaders, board and committee audiences, regulators, employees, and external industry partners
• Develop monthly and quarterly reports, board and committee materials, executive talking points, presentations, newsletters, and ad hoc communications
• Translate complex information security topics into clear, relevant messages for nontechnical audiences
• Partner with assigned CISO leaders and build a deep understanding of their organizations, priorities, and technical work
• Participate in leadership discussions, ask clarifying questions, and provide constructive challenge when content is unclear
• Anticipate communication needs and proactively recommend solutions, messaging, and materials
• Manage multiple recurring and ad hoc deliverables, deadlines, stakeholders, decisions, and action items
• Support external cybersecurity industry engagements and related meeting or event materials as needed

Principal Technical Communications Consultant – Information Security

Associate

• Review, verify, and process foreclosure documentation for completeness and accuracy before filing or the next workflow step
• Print, prepare, and obtain required signatures on documents, coordinating with a notary as needed
• Manage assigned work in a queue-based workflow and prioritize tasks according to urgency and timelines
• Handle approximately 15–20 documents daily while meeting service level expectations
• Track and meet accuracy, timeliness, and quality metrics through established scorecards
• Partner with internal teams and external legal partners, including attorneys and paralegals
• Support mortgage and commercial foreclosure processes within the document execution team

Management Foreclosure Associate

• Provide a broad variety of operational support for foreclosures
• Ensure proper application of and compliance with internal and regulatory standards, guidelines, and procedures
• Process foreclosure actions within allowable timeframes set out by investors and state requirements
• Manage attorney communication
• Ensure appropriate direction is given to vendors to meet applicable timelines

• Serve as the primary Small Business Banking partner for assigned branches and relationships
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Typically support two to three branch locations
• Address complex small business client needs and opportunities
• Build and deepen client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through
• Translate financial information, cash-flow dynamics, client goals, operating cycle considerations, and risk indicators into practical guidance and solution recommendations
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
• Identify client priorities and align products and services to growth, efficiency, and risk objectives
• Recommend business deposit, lending and credit, treasury management, payment, business credit card, digital, cash-flow, and other small-business solutions
• Develop internal and external relationships with branch partners, centers of influence, clients, and other business line partners
• Coordinate relationship ownership through handoff, decision, follow-up, activation, usage, and demonstrated client value
• Share referral outcomes, successful sales and service practices, and insights on newly established small business relationships
• Maintain strong CRM discipline and responsible banking practices while balancing acquisition, deepening, and service

Small Business Relationship Banker 2

Account Manager

• Develop, manage, and grow a portfolio of agricultural business clients
• Identify new business opportunities and strengthen existing relationships
• Achieve portfolio growth and revenue objectives
• Provide strategic financial guidance and customized solutions to agricultural producers, agribusinesses, and related businesses
• Analyze client financial performance, including cash flow, profitability, credit quality, and risk exposure
• Recommend banking, lending, treasury, payments, deposit, and wealth management solutions
• Partner with credit underwriting, portfolio management, treasury management, and other internal teams
• Structure solutions, manage risk, and ensure timely responses to client and portfolio needs
• Coordinate resources across the bank and facilitate referrals to specialists
• Apply expertise in agricultural lending, credit analysis, banking products, industry trends, and agriculture-sector risk management
• Build relationships with centers of influence, community organizations, and agricultural industry groups
• Expand business opportunities and strengthen U.S. Bank's presence in local markets
• Ensure compliance with regulatory requirements, policies, procedures, and risk management standards

Business Banking Relationship Manager – Agriculture

Accounting Manager

• Manage a group of accountants, accounting specialists, and/or support staff
• Oversee accurate and timely processing of transactions, general ledger maintenance and reporting, and administration of accounting controls
• Train, motivate, assign work, schedule work hours, check results, and assist with performance reviews for assigned staff
• Assist with preparation of the annual budget, monthly forecasts, and monthly variance analyses
• Research and resolve accounting issues
• Ensure internal and external customer questions are researched and resolved promptly
• Participate in department and company projects and potentially lead smaller projects
• Maintain general ledger and records of mutual funds of varying complexity
• Produce end-of-day net asset value calculations
• Prepare daily general ledger accounting, cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, daily net asset value and mill rate determinations, portfolio pricing analysis/validations, information distributions, and portfolio reconciliations
• Partner with administrators, transfer agencies, and prime brokers/custodians on compliance, audit, and financials
• Ensure Fund Accounting functions comply with SEC regulations and GAAP principles

Fund Accounting Manager

• Serve as a trusted advisor to mutual fund clients
• Assess the changing business environment 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 measuring satisfaction for each USBFS service line
• Recommend ways to maintain and increase service levels
• Research client products and existing services to identify sales opportunities
• Coordinate interdepartmental meetings to develop strategies and solutions for client requests
• Coordinate client tours of USBFS operations, host clients at conferences, and attend Board of Directors' meetings when necessary
• Review and approve USBFS and U.S. Bank business line invoices for reasonableness and accuracy
• Prepare and complete transfer agent audit requests and SEC Exam information
• 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

ETF Relationship Manager

• Manage a group of accountants, accounting specialists, and/or support staff
• Ensure accurate and timely processing of transactions, general ledger maintenance and reporting, and administration of accounting controls
• Train, motivate, assign work, schedule work hours, check results, and assist with performance reviews for assigned staff
• Assist with annual budget preparation, monthly forecasts, and monthly variance analyses
• Research and resolve accounting issues
• Ensure internal and external customer questions are researched and resolved in a timely manner
• Participate in department and company projects and potentially lead smaller projects
• Maintain the general ledger and records of mutual funds of varying complexity
• Produce end-of-day net asset value calculations
• Prepare daily general ledger accounting, cash reconciliations, advisor/portfolio management processing, corporate action application, expense accrual/payment postings, net asset value and mill rate determinations, portfolio pricing analysis/validations, information distributions, and portfolio reconciliations
• Partner with administrators, transfer agencies, and prime brokers/custodians on compliance, audits, and financials
• Ensure Fund Accounting functions comply with SEC regulations and GAAP principles

Sales Director

Alternative Investments Supervisor

Small Business Relationship Banker I

Senior CX Analytics Consultant – Merchant Payment Services

Treasury Project Manager

Alternative Investments Accountant

Head of Technology – Investment Services

Principal Technical Communications Consultant – Information Security

Management Foreclosure Associate

Management Foreclosure Associate

Small Business Relationship Banker 2

Business Banking Relationship Manager – Agriculture

Fund Accounting Manager

ETF Relationship Manager

Fund Accounting Supervisor