Teams at US Bank

Manage a portfolio of public sector and higher education commercial card clients across the West Coast. Serve as strategic advisor, drive spend and revenue growth, lead executive reviews, support RFPs and contract negotiations, manage program strategy, profitability, non-credit risk, and cross-sell bank products.

Advise and grow relationships with High and Ultra High Net Worth clients across investments, banking, credit, insurance, estate planning and fiduciary services. Identify, close, and deepen client relationships, coordinate specialist teams, develop new business through internal and external channels, and act as a strategic advisor and community representative.

Lead retention and growth of medium-to-large high-net-worth client relationships. Build and coordinate a team of banking, trust, and investment professionals to deliver comprehensive wealth management advice. Handle complex wealth and relationship management issues, provide strategic counsel, and drive business development while maintaining required regulatory registrations and compliance.