Relationship Management Analyst – Insurance – Institutional Client Group jobs in United States
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U.S. Bank · 10 hours ago

Relationship Management Analyst – Insurance – Institutional Client Group

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry Level
money$92K/yr - $108K/yr
date1+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking a Relationship Management Analyst within their Institutional Client Group to support the Relationship Management team in managing Corporate Banking customers within the Insurance sector.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Provide analytical and administrative support to Relationship Managers within the Insurance Banking Division
Assist with client relationship management activities, including reporting and database maintenance (SalesForce/nCino)
Develop and maintain pricing models and perform Return on Equity (RoE) calculations
Prepare internal and external written communications, including client presentations and marketing materials
Conduct industry and company research to support client meetings and strategic initiatives
Collaborate with internal teams to ensure timely and accurate delivery of client solutions

Qualification

Analytical skillsClient relationship managementCorporate banking knowledgeSalesForceNCinoMicrosoft Office SuiteProblem-solvingWritten communicationVerbal communication

Required

Bachelor's degree, or equivalent work experience
One to three years of previous banking or related finance experience

Preferred

Strong problem-solving and analytical skills
Effective written and verbal communication abilities
Familiarity with corporate banking products and services
Previous experience in banking, finance, or sales preferred
Proficiency in Microsoft Office Suite; experience with SalesForce and nCino is a plus

Benefits

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

Company

U.S. Bank

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Glassdoor3.6
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At U.S.
dateFounded in 1968
location
Minneapolis, Minnesota, USA
people-size10001+ employees
web-link
http://www.usbank.com

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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