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Manage and grow relationships with medium to large high-net-worth clients. Build teams of banking, trust, and investment professionals to deliver tailored wealth management solutions. Provide expert counsel on complex financial and relationship matters, drive business development, identify client needs, and make independent decisions. The role requires NMLS registration and extensive high- and ultra-high-net-worth wealth management experience.

Manages and grows relationships with small business banking clients, prospecting for new customers and expanding existing accounts. Conducts financial discovery, recommends lending, deposit, and cash-management solutions, structures credit offerings, monitors portfolio performance and risk, and partners with underwriting and internal specialists. Builds community relationships, supports compliance with banking regulations, and delivers responsive client service. The role requires on-site work at a U.S. Bank location in San Jose.

Manage a portfolio of small business clients, prospect and deepen relationships, design lending and deposit solutions, conduct financial discovery and underwriting, monitor portfolio credit quality, coordinate with underwriting and internal teams, and engage in community business development to grow revenue and client outcomes.

Perform daily fund accounting for mutual funds, ETFs and other pooled vehicles including general ledger maintenance, NAV calculation, reconciliations, corporate action processing, expense accruals, portfolio pricing validation and reporting. Collaborate with internal and external administrators, transfer agents and custodians to ensure SEC and GAAP compliance and support audits and financial reporting.

Manage retention and growth of medium to large high-net-worth client relationships. Build and coordinate a team of banking, trust and investment professionals to address complex wealth needs. Provide expert counsel on wealth management, drive business development, and ensure regulatory compliance (including NMLS registration).

Manages and grows relationships with small business clients, typically those generating $500,000 to $2.5 million in annual revenue. Responsibilities include prospecting, consultative discovery, recommending lending and banking solutions, structuring financial products, monitoring portfolio performance and credit quality, supporting underwriting, and coordinating internal specialists. The role also develops community relationships and conducts outside sales and prospecting activities within an assigned territory 50–70% of the time while maintaining NMLS and regulatory compliance.

Leads engineering and operational delivery for enterprise management systems supporting infrastructure governance, server inventory, automation, resiliency, and operational visibility across hybrid cloud and on-premises environments. Owns application lifecycle, availability, security, production support, roadmaps, modernization, and operational KPIs. Manages and develops software engineering and platform teams while partnering with infrastructure, security, audit, and compliance organizations.

Advises on complex standby letter of credit transactions, including issuance, amendments, structuring, documentation, and risk considerations. Partners with Relationship Managers, Credit, Legal, clients, and internal stakeholders on sophisticated commercial transactions. Interprets credit and reimbursement agreements, supports complex client onboarding, guides stakeholders through SBLC processes, and balances customer service, business objectives, and risk management.

Provides middle-office support for debt capital markets syndicate and brokered CD trading. Manages trade capture, allocations, confirmations, settlement, reconciliations, exceptions, position accuracy, and P&L validation. Partners with trading, sales, operations, finance, technology, and counterparties to resolve breaks, support new-issue syndications, strengthen controls, and improve automation and operational efficiency.

The Private Wealth Advisor acquires, develops, and retains high- and ultra-high-net-worth client relationships. Responsibilities include holistic advice across investments, banking, estate planning, trust services, credit, insurance, and charitable giving; identifying client needs; creating customized strategies; coordinating specialist teams; and driving internal and external business development. The role also requires community representation, NMLS registration, and compliance with background and credit checks.