U.S. Bank

Risk

• Lead and govern the overall Workday platform, including tenant strategy, environment management, and release lifecycle oversight.
• Define, establish, and enforce enterprise governance standards across integrations, security, reporting, and environments.
• Oversee end-to-end integration lifecycle (EIB, Core Connectors, Studio, APIs), including design standards, onboarding, monitoring, and operational reliability.
• Drive platform governance across Workday capabilities such as Extend, Orchestrate, Prism, Security, and reporting frameworks.
• Establish and monitor platform KPIs including uptime, MTTR, integration success rates, and release cycle performance.
• Define and manage release governance processes, including Workday R1/R2 impact assessments, regression validation, and production readiness.
• Lead platform monitoring strategy using dashboards and analytics tools to ensure system health, uptime, and data accuracy.
• Own data governance practices, including tenant refresh controls, data masking/scrambling, and secure handling of sensitive data.
• Partner with cross-functional teams (HR, Finance, Procurement, Technology) to ensure alignment of platform capabilities with business needs.
• Facilitate governance forums, intake processes, and cross-functional prioritization.
• Develop executive-level reporting and communicate platform health, risks, and roadmap progress to senior stakeholders.
• Ensure audit readiness through comprehensive documentation of changes, approvals, testing evidence, and compliance artifacts.
• Drive test automation strategy (e.g., Opkey) to improve release confidence and quality.
• Enable adoption of automation and AI capabilities within governance frameworks.
• Build strong relationships with stakeholders and act as a key liaison across product, engineering, and business teams.
• Independently manage large-scale programs and project teams (20+ members), ensuring alignment to scope, quality, cost, and timelines.

Workday Platform Governance Lead

Bilingual

• Build relationships with customers via multiple channels
• Provide the best possible counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate 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
• Identifies solutions for new and existing clients based on their needs
• Maintains a working knowledge of consumer and business banking products and services
• Provides a consistent optimal client experience
• Opens new consumer and business accounts, completes service requests and submits credit applications

Client Relationship Consultant, Bilingual Mandarin and English

Consultant

• 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 while adapting a digital first mindset.
• Strong client relationships are 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, and 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, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• 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.
• This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Client Relationship Consultant 4

Account Manager

• Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals
• Approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success
• Building, developing, and managing new and existing relationships with business clients
• Delivering financial expertise and client-centric solutions that build strong, long-term relationships

Business Banking Relationship Manager

• Consult control owners and leaders about the risk profile of their portfolios of processes and applications
• Serve as a trusted risk advisor to aligned Technology leaders
• Identify and address risks before they impact objectives
• Oversee and enable the aligned Technology team’s compliance with existing and new requirements
• Evaluate and consult on the risks associated with strategic priorities or major programs and projects
• Provide actionable information to help prioritize risk-mitigation actions across the portfolio
• Design and enhance effective control environments for technology products and services
• Simplify the existing control environment using process/control re-engineering and automation
• Respond to unexpected events and findings

Technology Risk Manager

• Proactive support and service to an assigned portfolio of small to medium-sized clients via telephone or email
• Account maintenance, growth, increased profitability, overall client satisfaction, and projects to enhance profitability of the client relationship
• Understand and sell the whole card payment product suite including Dynamic Currency Conversion, Multi Currency Conversion, Elavon Payment Gateway and other value added solutions
• Ensure upselling and cross selling where appropriate is introduced
• Maintain awareness of the business market, card payment industry, competitors and internal activities
• Follow up on each account with customers to ensure understanding of the offering / promotion
• Achieve set monthly targets and KPI's set by line manager
• Provide accurate reports on daily, weekly, monthly activity, including inbound and outbound calls
• Responsible for forecasting revenue & in year new business
• Update the CRM systems with outcomes of communications with the customer
• Act as the escalation point for both internal and external client issues

Customer Account Manager

• Own and grow a portfolio of Healthcare and Practice Finance relationships, serving as the trusted advisor for clients with revenues up to $50MM
• Drive new client acquisition and revenue growth through proactive business development, COIs, and industry networking within the healthcare ecosystem
• Lead complex financial conversations and structure credit solutions exceeding $2.5MM, including lines of credit, term debt, buyouts, and commercial real estate
• Deliver holistic financial solutions by coordinating seamlessly across: Treasury Management Payments Credit Cards Personal Wealth and Advisory partners
• Maintain full accountability for the client relationship while orchestrating internal partnerships in a large, matrixed organization
• Apply strong credit judgment and risk discipline while balancing growth, profitability, and client experience
• Anticipate client needs by staying ahead of healthcare industry trends, regulatory shifts, and market conditions

Healthcare Business Banking Relationship Manager

Product Manager

• Analysis, review, and approval of all Investment Advisory accounts at account opening.
• Provide additional trade analysis/review support as needed to other traditional Central Principal teams.
• Ensure trade activity are suitable and in compliance with various policies and regulations.
• Participate in special projects and training in support of firm's policies, procedures, and needs (ex. Audits, new product introductions, critical analysis of current trends and patterns).
• Construct reports that assist in communicating daily trade volumes, CP team productivity, and other reports specific to a business line (Investment Advisory/Pre-Approvals).
• Enforce compliance policies and procedures and escalate concerns when appropriate.
• Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.
• Participate in any required corporate and business line training in these areas.
• Follow account-opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position.

Principal – Complex Product Lead

General Counsel

• Prepare, review, and negotiate agreements in connection with the bank’s roles as bond trustee, escrow agent, paying agent, and custodian.
• Advise business line on governing documents, account administration matters, and transactional issues across corporate and municipal finance deals.
• Provide legal guidance on risk considerations, including potential litigation exposure and regulatory compliance matters.
• Support business partners with contract drafting, negotiation strategy, and resolution of deal-related issues under tight timelines.
• Interpret and assess the requirements of laws and regulations relevant to corporate trust and agency services, including those applicable to fiduciaries and financial institutions.

Senior Corporate Counsel – Corporate Trust Attorney

• Develops profitable new business account relationships and increased profitability from existing accounts
• Identifies business opportunities based on knowledge of clients, markets, products and services
• Makes sales presentations to existing and prospective clients informing them of benefits of using the organization’s products and services to meet their needs
• Implements and maintains an effective referral network and call program to promote sales
• Manages the on-going account relationship with existing customers
• Establishes and maintains internal relationships
• Establishes and maintains good public relationships with the community to enhance the organization's image and develop new business

Cash Management Services Relationship Manager

Manager

• Own the change strategy for assigned initiatives and product releases, including stakeholder engagement, communications, training, readiness, adoption, and reinforcement plans.
• Serve as a strategic partner to segment leadership, regional leaders, and functional partners (Marketing, Operations, Technology, Risk, and others) to align change execution with business priorities.
• Translate complex change into clear, compelling narratives that articulate business value, customer impact, and employee relevance.
• Lead enterprise-scale readiness efforts, ensuring all operational impacts are identified, planned for, and mitigated prior to release.
• Establish and drive change governance, ensuring alignment across teams and accountability for execution of change activities.
• Oversee updates to processes, procedures, training, and enablement materials across all impacted organizations.
• Develop and deliver executive-level communications and presentations, including recommendations, risk assessments, and adoption insights.
• Act as a subject matter expert and thought leader on change management best practices, advising leaders on approach, timing, and risk mitigation.
• Measure change effectiveness, leveraging qualitative and quantitative feedback to assess adoption, refine strategies, and demonstrate business impact.

Senior Change Manager

• Develop and execute comprehensive MPBE strategies for new products, enhancements, and market expansions.
• Build segmentation, identify value propositions, channel strategies, launch roadmaps, and measurable KPIs.
• Consolidate internal and external market insights to inform strategy and ensure alignment with enterprise financial goals.
• Lead coordinated planning and execution across Product, Marketing, PR, Dotcom, Compliance and Risk teams.
• Align MPBE priorities with key business partners to support broader portfolio and revenue objectives.
• Facilitate clear communication, accountability, and alignment across workstreams.
• Ensure smooth rollout and customer transitions, managing risks and readiness dependencies.
• Hold teams accountable to launch commitments, proactively managing risks, dependencies, and changes that could impact launch timing, customer experience, or regulatory requirements.
• Partner with Change Management to oversee end to end launch execution, including banker/sales enablement, communications, operational readiness, and market activation plans.
• Drive demand generation and awareness through targeted marketing campaigns and channel enablement.
• Implement structured feedback loops to continuously refine post launch performance.
• Assess field needs and partner with Change Management to develop tools, training, and communication materials that enable bankers to confidently position and sell products.
• Build a long term enablement roadmap that enhances frontline preparedness, customer experience, and sales effectiveness.
• Partner closely with leadership to support activation in priority customer and market segments.
• Define and monitor KPIs to evaluate the effectiveness of Market Planning initiatives.
• Leverage market insights, customer data, and performance analytics to optimize strategies and inform future planning.

Market Planning Manager

• Provide corporate coverage to a large portfolio of gaming clients
• Prospect and expand client relationships across credit, capital markets and corporate products
• Maintain consistent client interaction to identify appropriate bank products and services
• Establish an advisory approach with client-base while maintaining responsibility for capital commitments/credit quality across the portfolio

ICG Relationship Manager – Native American Gaming

Operations

• Service SBA commercial loans by processing operational in strict adherence to SBA program guidelines (e.g., 7(a), 504), internal policies, loan documentation, and regulatory requirements
• Ensure accuracy, completeness, and timeliness of work while meeting established service level agreements (SLAs) and quality expectations
• Research, analyze, and resolve discrepancies, appropriately document actions and outcomes
• Analyze SBA loan portfolios and loan histories to identify trends and key data points; develop and maintain Excel-based models and reports to quantify financial impacts and support decision-making
• Demonstrate strong ownership and accountability for assigned work, including follow through on open items
• Interpret SBA loan documentation, servicing requirements, and procedural guidance, applying sound judgment and adaptability in a dynamic operational environment
• Identify potential process gaps, risks, or inefficiencies and escalate observations through appropriate channels
• Collaborate effectively with internal partners across operations, risk, compliance, and other functional teams involved in SBA loan servicing
• Collaborate effectively with external partners, including investors and secondary market participants, to ensure accurate reporting and reconciliation of SBA loan data
• Analyze and interpret reporting and operational data related to commercial loan posting activities

Senior Operations Processor

• Manage and Grow Client Relationships
• Own and manage a portfolio of client accounts, ensuring strong engagement, retention, and overall satisfaction
• Drive account growth by identifying opportunities to expand services and increase profitability
• Serve as a trusted advisor, aligning Payment Services solutions to client business objectives
• Analyze client performance data and translate insights into actionable recommendations
• Present performance results and strategic recommendations in a clear, client-focused manner
• Educate clients on industry trends, best practices, and emerging opportunities within payments
• Develop and execute account strategies that support long-term client success
• Manage contract renewals and support negotiation efforts to ensure mutually beneficial outcomes