Relationship Management Analyst – Insurance – Institutional Client Group
U.S. Bank
Relationship Management Analyst – Insurance – Institutional Client Group
Job Description
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
U.S. Bank has an exciting opportunity for a Relationship Management Analyst within our Institutional Client Group (ICG), which services our largest and most sophisticated clients. This role supports the Relationship Management team in managing Corporate Banking customers within the Insurance sector.
Key Responsibilities
Provide analytical and administrative support to Relationship Managers within the Insurance Banking Division.
Assist with client relationship management activities, including reporting and database maintenance (SalesForce/nCino).
Develop and maintain pricing models and perform Return on Equity (RoE) calculations.
Prepare internal and external written communications, including client presentations and marketing materials.
Conduct industry and company research to support client meetings and strategic initiatives.
Collaborate with internal teams to ensure timely and accurate delivery of client solutions.
Basic Qualifications
Bachelor's degree, or equivalent work experience
One to three years of previous banking or related finance experience
Preferred Skills/Experience
Strong problem-solving and analytical skills.
Effective written and verbal communication abilities.
Familiarity with corporate banking products and services.
Previous experience in banking, finance, or sales preferred.
Proficiency in Microsoft Office Suite; experience with SalesForce and nCino is a plus.
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $92,140.00 - $108,400.00U.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.
Posting may be closed earlier due to high volume of applicants.
Locations
- New York, NY, United States
Salary
92,140 - 108,400 USD / yearly
92,140 - 108,400 USD / yearly
Source: Disclosed
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- problem-solving skillsintermediate
- analytical skillsintermediate
- written and verbal communication abilitiesintermediate
- proficiency in Microsoft Office Suiteintermediate
Required Qualifications
- Bachelor's degree, or equivalent work experience (experience)
- One to three years of previous banking or related finance experience (experience)
- Experience with SalesForce and nCino is a plus (experience)
- Previous experience in banking, finance, or sales preferred (experience)
Responsibilities
- Provide analytical and administrative support to Relationship Managers
- Assist with client relationship management activities, including reporting and database maintenance
- Develop and maintain pricing models and perform Return on Equity (RoE) calculations
- Prepare internal and external written communications, including client presentations and marketing materials
- Conduct industry and company research to support client meetings and strategic initiatives
- Collaborate with internal teams to ensure timely and accurate delivery of client solutions
Benefits
- general: Healthcare (medical, dental, vision)
- general: Basic term and optional term life insurance
- general: Short-term and long-term disability
- general: Pregnancy disability and parental leave
- general: 401(k) and employer-funded retirement plan
- general: Paid vacation (from two to five weeks depending on salary grade and tenure)
- general: Up to 11 paid holiday opportunities
- general: Adoption assistance
- general: Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Answer 10 quick questions to check your fit for Relationship Management Analyst – Insurance – Institutional Client Group @ U.S. Bank.
Relationship Management Analyst – Insurance – Institutional Client Group
U.S. Bank
Relationship Management Analyst – Insurance – Institutional Client Group
Job Description
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
U.S. Bank has an exciting opportunity for a Relationship Management Analyst within our Institutional Client Group (ICG), which services our largest and most sophisticated clients. This role supports the Relationship Management team in managing Corporate Banking customers within the Insurance sector.
Key Responsibilities
Provide analytical and administrative support to Relationship Managers within the Insurance Banking Division.
Assist with client relationship management activities, including reporting and database maintenance (SalesForce/nCino).
Develop and maintain pricing models and perform Return on Equity (RoE) calculations.
Prepare internal and external written communications, including client presentations and marketing materials.
Conduct industry and company research to support client meetings and strategic initiatives.
Collaborate with internal teams to ensure timely and accurate delivery of client solutions.
Basic Qualifications
Bachelor's degree, or equivalent work experience
One to three years of previous banking or related finance experience
Preferred Skills/Experience
Strong problem-solving and analytical skills.
Effective written and verbal communication abilities.
Familiarity with corporate banking products and services.
Previous experience in banking, finance, or sales preferred.
Proficiency in Microsoft Office Suite; experience with SalesForce and nCino is a plus.
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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: $92,140.00 - $108,400.00U.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.
Posting may be closed earlier due to high volume of applicants.
Locations
- New York, NY, United States
Salary
92,140 - 108,400 USD / yearly
92,140 - 108,400 USD / yearly
Source: Disclosed
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- problem-solving skillsintermediate
- analytical skillsintermediate
- written and verbal communication abilitiesintermediate
- proficiency in Microsoft Office Suiteintermediate
Required Qualifications
- Bachelor's degree, or equivalent work experience (experience)
- One to three years of previous banking or related finance experience (experience)
- Experience with SalesForce and nCino is a plus (experience)
- Previous experience in banking, finance, or sales preferred (experience)
Responsibilities
- Provide analytical and administrative support to Relationship Managers
- Assist with client relationship management activities, including reporting and database maintenance
- Develop and maintain pricing models and perform Return on Equity (RoE) calculations
- Prepare internal and external written communications, including client presentations and marketing materials
- Conduct industry and company research to support client meetings and strategic initiatives
- Collaborate with internal teams to ensure timely and accurate delivery of client solutions
Benefits
- general: Healthcare (medical, dental, vision)
- general: Basic term and optional term life insurance
- general: Short-term and long-term disability
- general: Pregnancy disability and parental leave
- general: 401(k) and employer-funded retirement plan
- general: Paid vacation (from two to five weeks depending on salary grade and tenure)
- general: Up to 11 paid holiday opportunities
- general: Adoption assistance
- general: Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Answer 10 quick questions to check your fit for Relationship Management Analyst – Insurance – Institutional Client Group @ U.S. Bank.