U.S. Bank

Product Manager

• Own and manage a portfolio of treasury products, including Cash forecasting and Zero Balance Accounts
• Partner with Sales, Relationship Managers, and clients to understand needs and identify enhancement opportunities
• Define and execute product strategy, roadmap, and priorities aligned to business goals
• Drive product lifecycle management from enhancements and releases through ongoing optimization
• Support go-to-market strategies, including positioning, training, and sales enablement
• Partner with technology, operations, and risk teams to deliver product enhancements and maintain strong controls
• Monitor product performance & financials, client adoption, and client feedback to inform improvements
• Lead issue resolution and coordinate with internal and external partners (including vendors where applicable)
• Identify opportunities to streamline processes and improve client and internal user experience
• Ensure alignment with regulatory, risk, and compliance requirements

Liquidity Product Manager

Financial Planning and Analysis

• Monitor project construction and development milestones, analyze project performance, and continually monitor risk profile of debt transactions in compliance with all applicable banking regulatory requirements and internal procedures.
• Prepare high-quality underwriting packages in support of post-closing deal amendments, modifications, or restructures, describing the strengths, weaknesses, risks, and mitigating factors related to a transaction.
• Assist in the preparation of underwriting packages for proposed debt financings.
• Manage through project issues that may arise and provide value-added solutions, proactively identifying uncertainties and grey-area situations to take well-reasoned and well-mitigated risk.
• Articulate the Bank’s position to customers, and advocate on behalf of Sponsors with Credit and management.
• Assist in managing third party professionals including attorneys, accountants, consultants, and engineers.
• Coordinate with internal parties to facilitate the underwriting, credit approval, and execution of portfolio management and new loan requests.
• Support the Project Management team in closing new and managing existing transactions in accordance with bank policies while furthering the Bank’s customer relationships.
• Review complex legal documents pertaining to structured credit arrangements as well as all necessary third-party reports to support financing requests; works with teammates and other associates to mitigate risks on behalf of USBIF.
• Review and analyze financial models and be able to identify and address underwriting, cash flow, and accounting risks.
• Participate in special projects, including the maintenance and revision of internal policies and procedures.
• Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti‐Money Laundering, Bank Secrecy Act, and information security policies and procedures.
• Follow account opening procedures and internal suspicious activity referral requirements and processes.

Infrastructure Project Finance – Underwriter/Project Manager

Project Manager

• Provide project and analytical support for treasury management maintenance activities
• Perform research, analysis, review, development, implementation, and monitoring of new and/or revised products and services
• Act as a project liaison with other departments and internal partners
• Compile and analyze information related to assigned projects or work requests and make recommendations based on findings
• Support maintenance work for existing treasury management customers, with responsibilities that may shift between onboarding and maintenance as needed
• Manage work that comes through a centralized work queue, with assignments based on first ‑ in, first ‑ out and aging date
• Support products including remote deposit capture services, BAI transmissions, and lockbox services, including transmission ‑ related work
• Track work against service level agreements (SLAs), follow ‑ ups, response times, and reporting expectations
• Participate in team collaboration through daily communication, Teams chat, and scheduled meetings

Maintenance Project Analyst

Communications

• Design and lead communication strategies aligned to business objectives and enterprise priorities
• Develop and execute internal and external communications, including media relations, thought leadership, and executive messaging
• Serve as a trusted advisor to senior leaders, providing counsel on stakeholder messaging, reputation management, issues management, and strategic positioning
• Partner with Public Affairs, Marketing, Government Relations, and business leaders to ensure enterprise alignment and brand consistency
• Lead storytelling that highlights client impact, institutional initiatives, and market leadership
• Measure and report on communications effectiveness, using insights to refine strategy and demonstrate business value
• Lead and develop a high-performing communications team, ensuring high-quality execution

Communications Lead – Institutional Client Group, Payments

Growth Marketing

• Responsible for working on big data/analytics projects that gather and integrate large volumes of data, perform analysis, interpret results, and develop actionable insights and recommendations for use across the company
• Acquires data from multiple data sources in order to perform analysis
• Identifies, analyzes, and interprets trends or patterns in complex data in order to provide answers to business questions as well as provide recommendations for action
• Interprets data and analyze results using various statistical techniques and tools

Deposit Growth Analyst

Program Manager

• Support Market Risk Governance and Volcker Program activities, contributing to the execution of a strong second line governance framework.
• Partner with Market Risk team members to assist with governance, reporting, and cross-functional coordination.
• Assist in review and challenge processes related to Market Risk and Volcker Program activities, including: limit monitoring and reporting limit overage tracking and escalation support issues management and remediation tracking Enterprise Compliance Risk Assessment (ECRA) Risk and Control Self-Assessments (RCSA) model/tool governance coordination.
• Support maintenance and enhancement of governance processes, policies, procedures, and reporting routines.
• Assist in preparation and coordination of materials for senior management committees and governance forums.
• Participate in working groups and cross-functional initiatives, helping to evaluate market risk impacts.
• Build working relationships with Trading, Treasury, Compliance, Operations, Finance, Technology, Model Risk, and Audit teams.
• Support regulatory exams, internal reviews, and audit engagements by gathering information and assisting with responses.
• Help identify process improvement opportunities and support implementation of solutions.
• Contribute to enterprise and business-line initiatives impacting Market Risk, including new activities and regulatory changes.
• Support BTIG integration efforts, including governance processes, reporting, and coordination activities.
• Assist with project workstreams and support team priorities as needed.

Market Risk Governance Analyst – Volcker Program

Account Executive

• Build and grow our bank partner relationship, resulting in consistent referral production
• Daily utilization and updating of Salesforce as a CRM tool
• Developing profitable new business account relationships and increased profitability from existing accounts by selling Merchant Services (Visa/MC/Discover/American Express processing) to Small/Medium Size businesses
• Identifying business opportunities based on knowledge of clients, markets, products, and services
• Learn and develop expert-level knowledge of company products and services
• Presenting to prospective clients informing them of benefits of using the organization's products and services to meet their needs
• Implementing and maintaining an effective referral network and call program to promote sales
• Receive guidance and training in a remote environment and achieve daily objectives as set forth by your manager

Consultant

• Partner with Financial Advisors and advisor teams to enable adoption of managed account and advisory solutions through consultative guidance, education, and execution support.
• Provide virtual advisory consulting to help advisors identify appropriate clients, frame planning‑led conversations, and execute compliant, operationally sound transitions to fee‑based relationships.
• Reinforce and promote repeatable client engagement processes that enhance practice efficiency, consistency, and scalability.
• Support advisors in improving practice management workflows, including client segmentation and effective use of firm platforms and tools related to the advisory business.
• Develop and deliver virtual training sessions, workshops, and educational content to build advisor proficiency and support advisory capability adoption.
• Collaborate cross‑functionally with Product, Operations, Supervision, Compliance, and Sales Leadership to resolve issues, reduce operational friction, and ensure timely execution of advisory opportunities.
• Monitor and manage advisor requests and open items, proactively identifying risks or delays and providing structured insights to inform platform enhancements and process improvements.
• Support initiatives and projects designed to enhance the advisory support model, improve the advisor experience, and drive long‑term business scalability.

Managed Account Consultant

Manager

• Manage a portfolio of Trade & Working Capital Finance relationships in partnership with Business Line Portfolio Management, Relationship Managers, and Credit teams.
• Oversee the credit approval process, coordinating with the Institutional Client Group (ICG) and Asset Based Finance Portfolio Management teams as applicable, to ensure transactions are structured and approved in accordance with internal credit policies and risk frameworks.
• Support deal structuring, identify and resolve policy exceptions, and ensure all internal approval and documentation requirements are satisfied.
• Participate in deal closings, including review of legal documentation and coordination with Operations to ensure accurate booking and efficient implementation of approved structures.
• Respond to internal and external credit‑related inquiries, providing timely analysis and support.
• Support Trade & Working Capital Sales and Origination and Sales Enablement & Program Management teams with client needs, structuring questions, and portfolio related insights.
• Contribute to revenue growth by supporting new business opportunities and expansion of existing relationships.
• Produce and analyze portfolio reporting, metrics, and dashboards to deliver actionable insights on performance, risk, utilization, and growth trends for management and business partners leveraging Microsoft Office (with strong emphasis on Excel), Adobe, and proprietary systems such as Power BI, nCino, Salesforce, and Precision Lender (or similar tools).
• Proactively monitor portfolio risk, identify emerging credit, counterparty, country, bank, or structural risks, and partner with Credit and Risk to escalate issues, recommend risk mitigants, and implement exposure or structure changes as needed.
• Function as a trusted advisor on Trade & Working Capital credit policy interpretation, ensuring consistent application across transactions and supporting governance, exception management, and policy refinement efforts.
• Support regulatory exams, internal audits, and credit risk reviews by coordinating data, documentation, and responses, and partnering with stakeholders on issue remediation.
• Provide governance and execution oversight for AP supplier onboarding, funding requests, and LC confirmation and discounting activity, approving, or escalating requests as appropriate to ensure compliance with credit approvals, risk limits, and Trade & Working Capital policy.

Portfolio Manager – Trade & Working Capital

• Enable business line value creation by explicitly connecting AI product objectives, key results, and roadmaps to business outcomes including cost savings, revenue growth, productivity gains, and risk reduction.
• Balance near-term delivery with longer-term platform and capability investments to maximize return on AI investments.
• Leverage business priorities, customer problems, and enterprise AI strategy to define a clear vision for the AI archetype.
• Define multi-year AI product strategy including target use cases, users, value hypotheses, technical capabilities, and build vs. buy decisions.
• Align AI product vision across Technology, Risk, Data, and Business partners to establish an integrated, executable roadmap.
• Continuously re-evaluate priorities to optimize capacity against business value, delivery risk, and reuse potential.
• Integrate AI products and platforms into existing digital and operational experiences to drive measurable business value.
• Advocate for reusable AI capabilities (patterns, components, guardrails, evaluation approaches) to enable scale, speed to market, and consistent risk posture.
• Evaluate vendor and platform options for AI capabilities, making informed recommendations on build vs. buy.
• Drive AI product development through the agile lifecycle, from discovery to pilot to production.
• Actively engage the quad (Product, Design, Agile, Engineering) to execute strategy and continuously improve delivery effectiveness.
• Ensure iterative development with clear MVP definitions, success metrics, and learning loops.
• Partner closely with technical teams to shape solution architecture with an emphasis on reuse, reliability, performance, and operational readiness.
• Partner with Risk, Compliance, and Governance teams to ensure AI solutions are compliant-by-design and meet all enterprise risk requirements.
• Incorporate risk, control, and approval processes into delivery plans without sacrificing speed or clarity of ownership.
• Validate AI solutions through adoption, usage, and value realization metrics.
• Identify drop-offs, risks, and optimization opportunities post-launch; drive continuous improvement to increase adoption and sustained impact.
• Partner with cross-functional teams to establish product-market fit using research, discovery workshops, product charters, and journey mapping.
• Collaborate with communications, training, operations, and business partners to support successful rollout and adoption of AI capabilities.

Senior AI Product Manager

• Support the origination, structuring, and execution of capital markets transactions across corporate bonds, loans, structured products, and working capital solutions
• Assist with preparing client-facing materials such as pitchbooks, lender presentations, and market updates
• Conduct financial and credit analysis, including review of financial statements and comparable transactions
• Monitor market conditions and recent transaction activity
• Collaborate with product teams, coverage partners, and analysts throughout the deal lifecycle

Global Capital Markets Summer Intern – Debt Finance Banking

• Leads and directs larger, more complex program(s) in support of program and overall strategy.
• Provides direction to project staff assigned to projects and stages within program.
• Establishes governance and drives all aspects to ensure that assigned program(s) is implemented, accepted, and operating effectively.
• Translates corporate objectives into program objectives and practices.
• Serves as a liaison and builds bridges and relationships with sponsoring executives and among different groups within and outside of technology and operations.
• Works directly with the business line to understand business objectives and strategies related to project priorities.
• Consolidates projects under program-level umbrella to provide focal point for communications.
• Manages communications regarding project and program management practices that create clear, concise requirements in program and project functionality, resourcing, budgets, and timings.
• Oversees assigned projects from initial concept through final implementation utilizing approved project methodology/tools and within enterprise standards and guidelines.
• Organizes and manages a high-quality, cross-functional program team by providing work direction and coaching/mentoring to assigned project managers and coordinators.
• Constructs a program reporting and tracking framework and benchmarks.
• Provides oversight to projects to meet established function, quality, cost, and schedule.
• Escalates issues and risks to appropriate level.
• May manage a staff of up to 100 employees including recommendations for hires, transfers, terminations, salary adjustments, performance standards, and reviews.
• Plans, develops, and controls moderate to large project/product budgets.
• Leads selection and adoption of specific tools to facilitate compliance with established methodologies.

Branch and Small Business Capabilities Experience Manager

• Develop, code, and deploy responsive, data-driven email templates using HTML, AMPscript, and Salesforce Marketing Cloud tools.
• Build and execute highly dynamic email solutions, including personalization logic, conditional content, modular template frameworks, and audience segmentation.
• Leverage Salesforce Marketing Cloud capabilities, including Email Studio, Journey Builder, Automation Studio, and Data Extensions, to create targeted, efficient, and scalable email programs that support business goals.
• Serve as a subject matter expert in email development best practices, including coding standards, accessibility, rendering, and performance optimization.
• Drive process improvements and technical efficiencies in email development, testing, QA, and deployment workflows.
• Ensure all email executions adhere to industry policies, compliance requirements, and CAN-SPAM regulations.
• Evaluate campaign performance and collaborate with partners to recommend development, template, or structural enhancements that improve results.
• Build strong working relationships with internal partners to support high-quality execution and continuous improvement.

Email Development Manager

Operations

• Performs complex operational functions within derivatives collateral management, supporting portfolios governed by ISDA Credit Support Annex (CSA) and Initial Margin (IM CSA) agreements across a range of OTC and cleared derivative products.
• Serves as an experienced analyst with accountability for end‑to‑end collateral processes, operating with minimal supervision and exercising sound independent judgment.
• Responsible for daily collateral margining activities, including variation margin and initial margin monitoring, reconciliation of exposures, issuance and validation of margin calls, settlement processing, and resolution of disputes.
• Ensures accuracy and timeliness of collateral movements while adhering to contractual terms, regulatory requirements, and internal control standards.
• Maintains and reviews collateral accounts, eligibility schedules, thresholds, minimum transfer amounts, valuations, and settlement instructions, ensuring alignment with governing documentation and internal systems.
• Investigates and resolves breaks or discrepancies across statements, margin calls, and settlements, performing root‑cause analysis and documenting outcomes in accordance with audit and governance expectations.
• Acts as a primary point of contact for counterparties, custodians, brokers, clearing agents, and internal stakeholders, responding to written and verbal inquiries and supporting complex or non‑standard collateral events such as disputes, substitutions, lifecycle changes, and documentation updates.
• Escalates material risks, control issues, or unresolved exceptions in a timely and transparent manner.
• Coordinates multiple workstreams simultaneously, prioritizing tasks to meet service‑level agreements and regulatory deadlines.
• Contributes to process improvements, control enhancements, and procedural documentation, and provides guidance or informal mentoring to junior team members as appropriate.
• Monitors, validates, and reports collateral pledged in support of government deposits at the state level, ensuring compliance with applicable state statutory requirements, custodial agreements, and internal treasury policies.
• Reviews collateral sufficiency, eligibility, concentration limits, and valuation thresholds, and coordinates with custodians, treasury, and reporting teams to remediate deficiencies or excesses.
• Produces and reviews periodic collateral reports for internal management, regulators, and state authorities, escalating shortfalls, breaches, or documentation gaps in accordance with established control and governance frameworks.

Treasury Operations Analyst, Collateral Management

Technical Project Manager

• Supports the assessment of the effectiveness of the frameworks in alignment with industry standards, such as NIST, and broader AI governance principles, including ethical, legal, and operational aspects.
• Identifies gaps, risks, and areas for improvement in AI governance, risk management, and compliance.
• Provides actionable best practices for strengthening the AI governance framework and ensuring alignment with emerging standards, regulatory requirements, and best practices.