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U.S. Bank · 18 hours ago

Relationship Management Analyst – Insurance – Institutional Client Group

New York, NY

Full-time

Onsite

Entry Level

$92K/yr - $108K/yr

1+ years exp

U.S. Bank is on a journey to help customers make better financial decisions and support community growth. They are seeking a Relationship Management Analyst to support the Relationship Management team in managing Corporate Banking customers within the Insurance sector, providing analytical and administrative support, and assisting with client relationship management activities.

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-solving skillsWritten communicationVerbal communication