Demo

Collateralized Loan Obligation (CLO) Client Lead

U.S. Bank National Association
Boston, MA Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 5/18/2025

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

Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education, or other requests. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Solicits new business from current relationships with market influencers, working closely with new business development staff. Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities. Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due. Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in corporate trust and sales activities or related field
Preferred Skills/Experience
- Basic knowledge of account management, trust operations, and legal regulations
- Strong project management and problem-solving skills
- Excellent interpersonal, verbal and written communications skills

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.

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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $81,345.00 - $95,700.00 - $105,270.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Salary : $81,345 - $95,700

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Collateralized Loan Obligation (CLO) Client Lead?

Sign up to receive alerts about other jobs on the Collateralized Loan Obligation (CLO) Client Lead career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$92,128 - $128,304
Income Estimation: 
$113,394 - $147,148
Income Estimation: 
$37,836 - $49,026
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$54,055 - $80,653
Income Estimation: 
$90,994 - $125,727
Income Estimation: 
$44,190 - $62,760
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$70,101 - $103,918
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$48,993 - $69,972
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$54,055 - $80,653
Income Estimation: 
$60,172 - $86,655
Income Estimation: 
$78,735 - $141,028
Income Estimation: 
$71,803 - $100,202
Income Estimation: 
$84,384 - $140,971
Income Estimation: 
$54,055 - $80,653
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at U.S. Bank National Association

U.S. Bank National Association
Hired Organization Address Fargo, ND Full Time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
U.S. Bank National Association
Hired Organization Address Nampa, ID Full Time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
U.S. Bank National Association
Hired Organization Address Las Vegas, NV Full Time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
U.S. Bank National Association
Hired Organization Address Remote, KS Full Time
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...

Not the job you're looking for? Here are some other Collateralized Loan Obligation (CLO) Client Lead jobs in the Boston, MA area that may be a better fit.

Collateralized Loan Obligation (CLO) Client Manager

U.S. Bank National Association, Boston, MA

AI Assistant is available now!

Feel free to start your new journey!