U.S. Bank

Banker

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel
• Strong client relationships based on trust, assessing and attending to customers’ banking needs
• Obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services
• Recommending solutions based on each customer’s unique goals and needs
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs
• Maintains a working knowledge of consumer and business banking products and services including digital products and services
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions
• Develops collaborative partnerships with branch team members and partners to best serve clients
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Client Relationship Banker

Operations

• Responsible for supervising the day-to-day activities related to all loan processing, loan servicing and/or default management functions along with the corresponding operational functions
• Provides supervision and guidance to employees in assigned area(s); manages their work flow, ensuring timelines, quality and service expectations are met
• Interfaces with other departments, regions, vendors, agencies, etc., to resolve support-related issues
• Communicates new policies, procedures, and products to staff
• Maintains a high level of customer service both internally and externally
• Provides ongoing training, coaching, motivating, and team building of support staff
• Recommends hires, transfers, terminations, salary adjustments, performance standards, and reviews of support staff
• Approves employee time records, work assignments, vacations, sick pay, etc.

Mortgage Operations Supervisor

Loan Specialist

• Receives and purchases loans from third party lenders
• Reviews loans to ensure compliance with bank, regulatory and investor guidelines and customer service standards and determine acceptability
• Communicates with lenders, staff, title companies, etc. to resolve outstanding items in order to obtain all necessary documentation and ensure completeness and accuracy
• Delivers loan packages in a timely manner to Secondary/Pooling Unit for sale on Secondary market
• Packages and submits government loan files to HUD/VA for insurance/guaranty
• Prepares required disclosure information within designated time frames ensuring compliance with all regulations

Mortgage Loan Purchase Specialist

Mortgage Loan Originator

• Originates mortgage loans in an assigned metropolitan territory
• Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources
• Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Consultant

• Build relationships with customers through multiple channels including in-person, by appointment, and virtually to provide counsel
• Assess and attend to customers’ banking needs, obtaining and processing customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Open new consumer and business accounts, complete service requests and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Collaborate with branch team members and partners to best serve clients

Client Relationship Consultant, Banker

Financial Planning and Analysis

• Provide accounting, administration and investor servicing for hedge funds, private equity funds and closed-end registered products
• Calculate net asset value(s) and disseminate financial and performance information
• Ensure all fund accounting functions are completed in accordance with Generally Accepted Accounting Principles (GAAP)
• Record trade information, income/expense activity and apply valuation of securities
• Enter and reconcile all investor contributions and withdrawals in the partnership accounting system
• Allocate fund level profits to individual investors for preparation and distribution of investor statements
• Review and coordinate fund expense analysis and expense processing
• Prepare fund financial statements, audit and tax schedules

Alternative Investment Accountant 2

Business Analyst

• Lead onboarding efforts for new users, business processes, and use cases within the ARES platform.
• Analyze current-state business processes and translate them into future-state workflows and system requirements.
• Create and maintain process maps, workflows, and documentation using tools such as Visio, Lucidchart, or similar platforms.
• Coordinate User Acceptance Testing (UAT), readiness activities, issue resolution, and production implementation efforts.
• Identify process gaps, risks, and opportunities for improvement and provide recommendations that enhance efficiency and user experience.
• Partner with internal WCIB Operations teams to gather requirements, answer questions, provide guidance, and support platform adoption.
• Build trust and influence stakeholders through organizational and process changes, even when working without direct authority.
• Support platform enhancements, production troubleshooting, onboarding initiatives, and other strategic business technology projects.
• Collaborate with cross-functional partners to ensure successful implementation and long-term adoption of business solutions.

Business Technology Analyst – Operations

• Originates mortgage loans in an assigned metropolitan territory.
• Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources.
• Customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.

• Originates mortgage loans in an assigned metropolitan territory.
• Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval.
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources.
• Customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

• Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client.
• Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company.
• Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).

Investment Portfolio Manager

Program Specialist

• Create and communicate end-to-end stress testing calendars, including forecast production, review & challenge, and documentation timelines
• Maintain alignment across calendars by identifying dependencies and sequencing across workstreams
• Update and communicate calendar changes, ensuring impacted partners remain aligned on key deliverable expectations
• Partner with teams to resolve timeline conflicts and downstream impacts
• Build and maintain centralized program plans and trackers providing visibility into milestones, deliverables, and ownership
• Deliver clear and concise reporting that enables senior leadership to understand priorities, risks, status, and key decisions
• Translate program data into actionable insights to support informed decision-making
• Leverage Workiva and AI capabilities to enhance reporting quality and efficiency
• Demonstrate end-to-end ownership of program deliverables, ensuring timelines are met and risks and issues are proactively managed
• Partner across teams to drive accountability and ensure timely completion of production and documentation deliverables
• Support user access onboarding/offboarding and quarterly/annual access audits
• Coordinate with partners to meet audit and regulatory requests timely
• Coordinate with internal team to complete control audit requests timely
• Facilitate coordination of meetings and supporting presentations
• Lead post-cycle feedback collection and translate insights into actionable improvement plans
• Communicate, monitor and drive closure of program action items and challenges

Capital Stress Testing Program Specialist

Account Manager

• Performs a variety of document processing and record keeping tasks associated with customer accounts that require a thorough knowledge of products and services in the assigned area.
• Duties may include entering new account information; changing information on existing accounts; recording transactions; answering customer inquiries; receiving, classifying, consolidating and summarizing documents and information; completing reports and providing administrative support.
• Responsibilities may also include customer service duties such as answering customer inquiries, resolving customer problems and responding to customer requests for information.

Debt Management Account Processor

Manager

• Prospect and manage a pipeline of opportunities with companies under $2.5M in revenue
• Execute targeted merchant sales strategies and successful campaigns
• Report on activity and progress toward objectives
• Build and maintain strong relationships with key stakeholders and bank partners

Merchant Payment Services Market Manager

Real Estate Appraiser

• Coordinate the commercial real estate appraisal review process for assigned national portfolios and warehouse line engagements, serving as the central point of contact across business lines, credit partners, and the appraisal review team.
• Manage intake, assignment, and workflow tracking of appraisals across multi-property, multi-market portfolios to ensure consistent execution and timely delivery.
• Engage qualified appraisers and order appraisals for complex commercial real estate property types and transactions spanning national portfolio mandates.
• Facilitate the review of appraisal reports for compliance with bank policy and procedures, USPAP, and federal and state regulations, partnering with reviewers to resolve deficiencies in a timely and professional manner.
• Prioritize and monitor pending and active reviews across the portfolio pipeline to meet lending deadlines and service level expectations.
• Administer and coordinate the external vendor panel supporting national portfolio assignments, including engagement, performance monitoring, and issue escalation.
• Consult and advise Bank staff regarding real estate appraisal policy and procedures, state and federal appraisal regulations, and portfolio-level review protocols.
• Maintain coordination productivity, throughput, and quality control measurements in line with department benchmarks.

Senior Commercial Real Estate Review Appraiser

General Counsel

• Provide legal support for U.S. Bancorp Impact Finance (IF) with a focus on debt financing for energy and related infrastructure projects.
• Support IF on legal matters with respect to debt transactions related to financing of infrastructure assets.
• Work closely with business lines to improve how teams structure, evaluate, close and manage their financings.
• Perform due diligence and provide guidance on financing documents ensuring alignment with U.S. Bank policies and regulatory requirements.
• Collaborate effectively with in-house and external counsel.

Client Relationship Banker

Mortgage Operations Supervisor

Mortgage Loan Purchase Specialist

Mortgage Loan Originator

Client Relationship Consultant, Banker

Alternative Investment Accountant 2

Business Technology Analyst – Operations

Mortgage Loan Originator

Mortgage Loan Originator

Investment Portfolio Manager

Capital Stress Testing Program Specialist

Debt Management Account Processor

Merchant Payment Services Market Manager

Senior Commercial Real Estate Review Appraiser

Assistant General Counsel