-
Relationship Specialist (Onboarding Team)
- US Bank (Houston, TX)
-
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
The Relationship Specialist is responsible for partnering closely with Client Managers and business development officers to support the onboarding and ongoing management of new Deals and client relationships. Core responsibilities include executing Know Your Customer (KYC) requirements, coordinating Deal setup, establishing account structures, supporting Deal closing activities, initiating billing setup, and performing thorough document reviews. The role ensures all new client relationships align with established business line acceptance policies and procedures.
This position delivers high‑quality service by anticipating and responding to client needs, resolving issues efficiently, and maintaining strong, consultative partnerships with both internal and external stakeholders. The Relationship Specialist collaborates closely with new business development teams, contributing as a strategic partner during discussions with prospective or existing clients. The role proactively identifies business risks and operational gaps, recommending and implementing enhancements to improve processes, mitigate risk, and strengthen operational effectiveness.
The position also leads and coordinates operational changes within the unit, ensuring smooth implementation and alignment across impacted teams. Depending on business needs, the role may be accountable for revenue, new business, or expense targets. In some cases, responsibilities may expand to include managing staff, hiring, and developing team members to support organizational goals.
Basic Qualifications
- Bachelor’s degree, or equivalent work experience
- Typically three or more years of relevant experience
Preferred Skills/Experience
- Basic knowledge of corporate trust and investment instruments
- Ability to resolve complex problems with minimal guidance
- Ability to communicate quickly with clients to resolve client issues and disputes
- Effective interpersonal, verbal and written communication skills
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
E-Verify
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,515.00 - $95,900.00
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
-