דרושים Client Associate ב-United States, Kentucky, Lexington

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management

• Client Management

• Customer and Client Focus

• Issue Management

• Oral Communications

• Business Development

• Client Solutions Advisory

• Pipeline Management

• Prioritization

• Administrative Services

• Emotional Intelligence

• Referral Identification

• Written Communications

High School Diploma / GED / Secondary School or equivalent

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 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 .

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.

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Cloud Financial Services, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

• Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
• Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
• Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team

Required qualifications, capabilities, and skills

• Formal training or certification in software engineering concepts with 5+ years of applied experience.
• Expertise in technical program management, leading complex technology projects and programs in a large organization.
• Hands-on practical experience in system design, application development, testing, and operational stability.
• Proficiency in technology stacks such as JAVA/Python.
• Experience with cloud platforms like AWS or Azure.
• Proficiency in automation and continuous delivery methods.
• Proficient in all aspects of the Software Development Life Cycle.
• Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security.
• Strong experience with Infrastructure as Code (IaC) solutions such as Terraform in Cloud.
• Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients.
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment.

Preferred qualifications, capabilities, and skills

• Knowledge of industry wide technology strategies and best practices
• Cloud certification such as AWS, Terraform is preferred
• Experience in Micro services, Spring boot is preferred

As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.

Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.

This role is not eligible for employer sponsored immigration support of any kind.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to drive new client acquisition in partnership with the bankers
• Embrace a culture of respect, diversity and inclusion

Required Qualifications, Capabilities and Skills

• 3+ years in a similar banking, venture, credit or treasury role
• Outstanding professional reputation and integrity
• Strong leadership skills required
• Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
• Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
• Extensive knowledge of products and services

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree preferred
• Superior knowledge of the market dynamics and its business environment preferred
• Excellent problem solving, oral, and written communication skills