Overview As Client Executive Team Leader, you will guide a high-performing team delivering trusted advisory support across payments, treasury, and related capabilities. You'll oversee end-to-end client experience, governance, and cross-functional execution to strengthen relationships and drive organic growth. You'll partner with Sales, Product, Risk, Compliance, Legal, and Operations to ensure responsible delivery and client loyalty. This role combines leadership with strategic relationship management in a complex financial services environment.
Compensation / Benefits- Healthcare (medical, dental, vision)
- Life insurance
- Disability insurance
- 401(k) plan
- Paid vacation
- Paid holidays
Responsibilities- Lead, coach, and manage a team of Payment Solution Sales Client Executives responsible for key client relationships and end-to-end client experience
- Set clear expectations and accountability for coverage, service quality, and disciplined execution
- Oversee the end-to-end client experience across portfolios with proactive engagement and strong relationship health
- Provide guidance on complex client situations, escalations, and risk management to ensure timely resolution
- Support team members in building deep, long-term client relationships grounded in trust and alignment with client objectives
- Conduct regular, structured client reviews to assess satisfaction and identify opportunities
- Coordinate with Sales, Product, Trading, Operations, and Coverage teams to deliver integrated solutions across PMI and U.S. Bank capabilities
- Drive organic growth via needs-based cross-selling and deepening client relationships
- Monitor portfolio trends, client feedback, and relationship health indicators to identify risks and opportunities
- Advocate for clients internally to drive product and process improvements and operating discipline
- Promote disciplined execution and accountability across the team
- Maintain governance and risk awareness across client activities in line with U.S. Bank standards
- Collaborate with Legal, Compliance, Risk, Finance, and control partners for oversight and controls
- Assess risk and reward in client engagements, protecting reputation and long-term value
- Support talent development, succession planning, onboarding, and capability building across the function
- Ensure adherence to policies, codes of conduct, and business line requirements
- Ensure required registrations, licenses, and training obligations are maintained
- Adhere to Code of Ethics and AML/BAA and related policy requirements; participate in required training
Key requirements- Strong leadership, coaching, and relationship management skills
- Experience leading a client-facing team in a complex, matrixed financial services environment
- Client-focused, solutions-oriented mindset with ability to influence across teams and drive accountability
- Experience supporting institutional or commercial clients with cross-product understanding across Treasury Management Services (Liquidity & Investments, Receivables, Payments, Commercial Cards, Merchant Services, Trade)
- Understanding of risk management, governance, controls, regulatory expectations, and reputational risk in a large financial institution
- Executive presence, sound judgment, escalation management, and ability to translate client needs into coordinated internal action
- Ability to balance client experience, growth, operating discipline, risk awareness, and team performance
- leadership
- communication
- relationship management
- Treasury Management Services
- Liquidity & Investments
- Receivables
