Pmi Client Executive Team Leader - Middle Market

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 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.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

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:

• 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.

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: $149,515.00 - $175,900.00

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.