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 completed accurately and within established timelines.

Initiate and validate billing setup and ensure fee arrangements are established in accordance with executed client documentation.

Complete required post-closing activities and support the Initial Account Review (IAR) process, including investigation and remediation of identified onboarding exceptions. Both the Initial and Secondary Account Reviews are expected to be completed within 150 days of closing under the current CLO Account Review procedure.

Maintain complete, accurate, and audit-ready transaction documentation and supporting evidence.

Identify onboarding risks, operational gaps, and process inefficiencies and recommend improvements to mitigate risk and strengthen operational effectiveness.

Partner with internal and external stakeholders to resolve complex onboarding issues efficiently while maintaining a high-quality client experience.

Support process improvements, operational changes, system enhancements, and testing efforts affecting Client Account Management.

As responsibilities continue to evolve, support ongoing maintenance of existing transactions, including refinancing's, resets, and amendments, completing applicable document reviews, KYC and account-acceptance requirements, approvals, system updates, operational controls, stakeholder coordination, and closing activitiesPERTAINING TO THOSE WHO ARE HIRED TO PERFORM…