Customer Success Manager, Online Banking & Money Movement

 

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

We are seeking a relationship-driven Client Success Manager (CSM) to help Business Banking & Money Movement clients realize measurable value from their digital banking solutions. In this role you will serve as an individual-contributor, responsible for driving client adoption, retention, and growth by serving as a trusted advisor throughout the customer lifecycle.

Partnering closely with Sales, Product, Operations, and Banking teams, the CSM proactively identifies opportunities to deepen engagement, improve utilization, and expand client relationships. Through consultative guidance, strategic outreach, and product expertise, the CSM helps clients achieve their business objectives while strengthening loyalty, increasing revenue potential, and delivering a best-in-class customer experience.

Successful candidates are client advocates who combine analytical thinking, strong relationship management skills, and a passion for solving client challenges to drive long-term business outcomes.

Key Responsibilities

• Build and maintain strong relationships with assigned client accounts, serving as a trusted advisor throughout the client lifecycle.
• Own the post-activation (Day 30+) relationship; remove client usage blockers to accelerate time-to-value.
• Monitor client engagement and specific feature utilization to drive adoption, increase usage, and achieve key success milestones.  
• Conduct proactive, trigger-based outreach to amplify feature usage, mitigate attrition risk, and improve retention.  
• Identify expansion opportunities and partner with Digital Sales and banking teams to transition qualified referral opportunities.
• Manage client renewals and support initiatives that strengthen long-term client loyalty and relationship growth.
• Provide consultative guidance and product expertise to help clients maximize the value of Business Banking and Money Movement solutions.
• Serve as the voice of the client by sharing insights and feedback with Product, Marketing, Sales, and Operations teams to enhance the customer experience.
• Partner with internal stakeholders to improve operational standards, service quality, and client satisfaction.
• Evaluate processes and recommend improvements that support scalable growth, client success, and business performance.

Basic Qualifications

• Bachelor's degree, or equivalent work experience.
• One to four years of client management experience.

Preferred Skills & Experience

• Proficiency with CRM platforms (Salesforce) and client relationship management tools.
• Two or more years of experience in customer success, account management, client relationship management, sales, or consultative customer-facing roles.
• Ability to manage multiple priorities and navigate a fast-paced, evolving environment.
• Proficient knowledge of business banking deposit, payments, treasury management, and digital money movement banking solutions, or the ability to quickly develop product expertise.
• Experience supporting Business Banking, Treasury Management, Payments, and/or Money Movement products and services.
• Proven ability to drive client adoption, engagement, retention, and revenue growth.
• Strong consultative selling, relationship management, and presentation skills.
• Experience analyzing client usage trends and leveraging insights to influence client outcomes.
• Ability to identify client needs and connect clients to additional products, solutions, or services.
• Strong problem-solving and critical-thinking skills with the ability to resolve complex client issues.
• Demonstrated ability to influence without authority and drive results through partnership and collaboration.
• Self-starter with strong organizational skills, learning agility, and a passion for delivering exceptional client experiences.

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: 

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:

• 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: $75,600.00 - 92,400.00

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.

Posting may be closed earlier due to high volume of applicants.