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U.S. Bank · 3 days ago

Relationship Specialist (Onboarding Team)

Houston, TX

Full-time

Onsite

Mid Level

$82K/yr - $96K/yr

3+ years exp

U.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Relationship Specialist is responsible for supporting the onboarding and ongoing management of new client relationships, ensuring compliance with policies, and delivering high-quality service by anticipating client needs and resolving issues efficiently.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Partner closely with Client Managers and business development officers to support the onboarding and ongoing management of new Deals and client relationships

Execute Know Your Customer (KYC) requirements

Coordinate Deal setup and establish account structures

Support Deal closing activities and initiate billing setup

Perform thorough document reviews

Ensure all new client relationships align with established business line acceptance policies and procedures

Deliver high-quality service by anticipating and responding to client needs, resolving issues efficiently, and maintaining strong, consultative partnerships with both internal and external stakeholders

Collaborate closely with new business development teams, contributing as a strategic partner during discussions with prospective or existing clients

Proactively identify business risks and operational gaps, recommending and implementing enhancements to improve processes, mitigate risk, and strengthen operational effectiveness

Lead and coordinate operational changes within the unit, ensuring smooth implementation and alignment across impacted teams

Depending on business needs, be accountable for revenue, new business, or expense targets

In some cases, manage staff, hiring, and developing team members to support organizational goals