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US Bank Client Acquisition Growth Project Analyst United States, Minnesota, Minneapolis 150299149
Position Overview
Drive, optimize, and sustain client acquisition and growth within Wealth Management, with a primary focus on Affluent Wealth Management.
Primary responsibilities include:
- Focus on retail branch and Wealth Management partner strategy – driving key tactics and deliverables to enable growth
- Lead and support project execution related to broad referral, lead and data efforts, including transition and support of BAU needs
- Provide strategic and tactical support to overall client deepening and retention efforts
- Drive connections horizontally and vertically across wealth and broader US Bank organizations to support project execution for acquisition and growth strategies
- Support of other partner strategies, relationship management and prioritized efforts, including Business Banking, Mortgage, Wealth to Wealth, Workplace, Third Party/COI and Client
- Continue evolution of enhancement of the engagement and sales pipeline across the prospect and client lifecycle, delivered via an integrated technology solution supporting client acquisition and deepening
- Optimize alignment of practice segmentation, capacity management, centralization and growth opportunities with general business and field/practice needs
- Provide broad program management of acquisition and growth, including support of referral, lead and data programs, marketing, field engagement, digital/CRM, reporting and insights, training and communications
- Deliver strategies, concepts/pilots and continuous improvements across all client acquisition and growth-related channels, including enhancement of key approaches, best practices and automation across the prospect/client lifecycle
- Subject matter expert and key contributor to Marketing, tools and technology support – integrate marketing and data into engagement and sales
- Enable holistic training, communications, reporting, analytics and support to the field and key business partners to drive activation and engagement strategies
Basic Qualifications
- Bachelor's degree, or equivalent work experience.
- 8+ years of experience in project management activities.
Preferred Skills/Experience
- Considerable knowledge of assigned business line or functional area.
- Strong organizational and analytical skills.
- Thorough knowledge of project management.
- Ability to identify and resolve exceptions and to analyze data.
- Demonstrated leadership skills.
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 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 .
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: $92,820.00 - $109,200.00 - $120,120.00U.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.
Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.משרות נוספות שיכולות לעניין אותך
