PMI Client Executive
Core
Serve as the primary relationship lead for key institutional clients, ensuring seamless coverage, trusted advisory support, and consistent delivery across products and services to drive client satisfaction and loyalty.
Role type
Senior IC client executive (payments & treasury)
Builds
Coordinated, seamless solutions across PMI and broader U.S. Bank capabilities for institutional clients
Domain
Financial services (Payments, Treasury Management, Commercial Cards, Merchant Services, Trade)
Deliverable
client delivery
Required skills
client relationship management, cross-selling, risk assessment, regulatory compliance, internal advocacy, project management, data analysis
Preferred skills
management and leadership, organizational skills, advanced project management knowledge
Technologies
N/A
Responsibilities
Own the end-to-end client experience as the primary point of accountability; conduct regular structured client reviews to assess satisfaction and identify gaps; partner with internal product and trading teams to deliver coordinated solutions; drive organic growth through cross-selling aligned with client needs; advocate for the client internally to improve products and processes; ensure disciplined execution and follow-through on commitments; maintain strong governance and risk awareness in all client activities.
Seniority
Mid-to-Senior, hands-on IC
