U.S. Bank

PMI Client Executive Team Leader - Middle Market

U.S. Bank$141K — $172K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in a leadership role managing client-facing teams in financial services
  • Strong communication and relationship management skills
  • Deep understanding of Treasury Management Services and Payments solutions
  • Experience in risk management and compliance within large financial organizations
  • Ability to influence without direct authority across teams
  • Capability to balance client needs with risk and operational discipline
  • Strong executive presence and sound judgment

Responsibilities

  • Lead and develop a high-performing Client Executive team delivering exceptional client experiences
  • Establish performance standards and accountability for client coverage and service quality
  • Oversee end-to-end client experience ensuring proactive engagement
  • Resolve complex client issues and operate as an advocate for clients
  • Conduct structured client reviews to assess satisfaction and improvement areas
  • Drive organic growth through needs-based cross-selling opportunities
  • Collaborate with internal teams to coordinate seamless client solutions

Benefits

  • Healthcare coverage including medical, dental, and vision
  • Life insurance options
  • Short-term and long-term disability coverage
  • Pregnancy disability and parental leave
  • 401(k) with employer contributions and retirement plans
  • Paid vacation ranging from two to five weeks
  • Up to 11 paid holidays
  • Adoption assistance
  • Sick and Safe Leave accruals
Full Job Description
Job Description

The Client Executive Team Leader is responsible for leading a team of Client Executives focused on delivering exceptional, differentiated client experiences across Payments relationships. This role provides leadership, coaching, governance, and execution oversight to ensure clients receive consistent, proactive, and trusted advisory support across U.S. Bank's payments, treasury, merchant, commercial card, liquidity, receivables, and trade capabilities.

The Manager serves as a senior relationship and execution leader, accountable for team performance, client satisfaction, relationship health, disciplined follow-through, and cross-functional coordination. This role partners closely with Sales, Product, Risk, Compliance, Legal, Finance, Operations, and other internal stakeholders to ensure seamless delivery, responsible growth, strong controls, and sustained client loyalty.

The primary objective of this role is to lead and enable a high-performing Client Executive team that strengthens client relationships, drives organic growth, improves client satisfaction, and reinforces U.S. Bank's position as a trusted top-tier payments provider.

ESSENTIAL FUNCTIONS
1. Lead, coach, and manage a team of Payment Solution Sales Client Executives responsible for key client relationships and end-to-end client experience.
2. Establish clear expectations, performance standards, and accountability for client coverage, relationship management, service quality, and disciplined execution.
3. Oversee the end-to-end client experience across assigned portfolios, ensuring consistent delivery, proactive engagement, and strong relationship health.
4. Provide guidance on complex client situations, escalations, service gaps, and relationship risks ensuring timely resolution and a high-quality client experience.
5. Support team members in building deep, long-term client relationships grounded in trust, responsiveness, strategic advice, and a strong understanding of client business objectives.
6. Ensure regular, structured client reviews are conducted to assess satisfaction, identify opportunities, address service concerns, and reinforce client loyalty.
7. Partner closely with Sales, Product, Trading, Operations, and Coverage teams to coordinate seamless client solutions across PMI and broader U.S. Bank capabilities.
8. Drive organic growth by helping the team identify and advance opportunities to deepen client relationships through thoughtful, needs-based cross-selling.
9. Monitor portfolio trends, client feedback, satisfaction indicators, and relationship health metrics to identify risks, opportunities, and areas for improvement.
10. Serve as an internal advocate for clients and the Client Executive team, ensuring feedback is translated into improvements in products, processes, service delivery, and operating discipline.
11. Promote disciplined execution and follow-through on client commitments, reinforcing consistency, reliability, and accountability across the team.
12. Maintain strong governance and risk awareness across all client activities, ensuring solutions are delivered responsibly and in alignment with U.S. Bank standards.
13. Collaborate closely with Legal, Compliance, Risk, Finance, and other control partners to ensure appropriate oversight, escalation, documentation, and control discipline.
14. Appropriately assess risk and reward in client engagements, with particular focus on protecting the firm's reputation, maintaining client trust, and supporting long-term relationship value.
15. Support talent development, succession planning, performance management, onboarding, and continuous capability building across the Client Executive function.
16. Ensure team members adhere to all applicable policies, procedures, codes of conduct, and business line requirements relevant to the role.
17. Ensure required registrations, licenses, and training obligations are obtained and maintained within prescribed timeframes, as applicable.
18. Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting, and related policy requirements. Actively participate in required corporate and business line training and ensure team compliance in these areas. Understand and follow account opening procedures and internal suspicious activity referral requirements and processes, as required for the position.
It is the individual responsibility of every employee to maintain a current awareness and understanding of, and to fully comply with, U.S. Bancorp's Code of Ethics. Each employee is also expected to maintain awareness of the laws, regulations, internal policies, and procedures that are appropriate for his or her position.

SPECIFICATIONS
Requires strong leadership, coaching, communication, and relationship management skills. Demonstrated ability to manage, develop, and motivate a client-facing team in a complex, matrixed financial services environment. Must have a client-focused, solutions-oriented mindset with the ability to influence across teams, resolve complex issues, and drive accountability without direct authority over all stakeholders.

Requires strong experience supporting institutional or commercial clients, with broad cross-product understanding spanning Treasury Management Services, including Liquidity & Investments, Receivables, Payments, Commercial Cards, Merchant Services, and Trade. Must understand risk management, governance, controls, regulatory expectations, and reputational risk considerations within a large financial institution.

The role requires the ability to balance client experience, relationship growth, operating discipline, risk awareness, and team performance. Successful candidates will demonstrate strong executive presence, sound judgment, effective escalation management, and the ability to translate client needs into coordinated internal action.

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:
  • 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


Review our full benefits available by employment status here.

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: $141,210.00 - 172,590.00

Posting may be closed earlier due to high volume of applicants.

About U.S. Bank

U.S. Department of the Treasury is a government agency responsible for promoting economic prosperity and ensuring financial security. The department is responsible for a wide range of activities such as advising on economic and financial issues, encouraging sustainable economic growth, and fostering improved governance in financial institutions.

U.S. Bank Careers

Join the dynamic team at U.S. Bank, one of the nation's top banking institutions, where your career journey is as promising as the services we provide to our customers. At U.S. Bank, we are committed to fostering a culture of innovation, leadership, and diversity that is unmatched in the industry.

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Leadership at U.S. Bank is about more than guiding teams – it's about inspiring them. We invest in leadership training and professional development programs that help our employees become the best in their fields. By fostering a culture of learning and growth, we prepare our team members to take on new challenges and leadership roles.

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Learn more about U.S. Bank
Size
68,796 employees
Market Cap
$66.2 billion
Industry
Net Income
$4.9 billion
5 Year Trend
+0.5%
NASDAQ

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