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U.S. Bank · 1 day ago

CLO Client Lead

Boston, MA

Full-time

Hybrid

Mid Level

$87K/yr - $102K/yr

3+ years exp

U.S. Bank is committed to helping customers and businesses make better financial decisions. The CLO Client Lead is responsible for retaining existing customer relationships and generating new business to enhance market share and profitability, while providing excellent customer service and managing account-related tasks.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability

Provides service to customers with regard to account information, questions, problems, education, or other requests

Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due

Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts

Reconciles par and cash on assigned accounts

Qualification

Corporate trust experienceAccount managementTrust operations knowledgeLegal regulations knowledgeProject managementProblem-solvingInterpersonal skillsVerbal communicationWritten communication