U.S. Bank is looking for a Sr. Complex Assets Account Manager Operations Wealth Management – Saint Paul, MN or Saint Louis, MN #AccountManagerJobs #ManagementJobs #ManagerJobs
At U.S. Bank, were 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 RESPONSIBILITIES Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management. Interprets account governing agreements in order to select appropriate coding for the trust accounting system. Instructs Investment Services support staff, New Accounts Team and Trust Operations on the proper coding to ensure accurate administration of accounts. Oversees work processed by Investment Services support staff, Trust Operations and others to ensure activity within accounts is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts. Regularly interacts with clients, focusing on current and changing needs of the client. Proactively engages clients to identify sales opportunities and enhance existing relationships with the bank. Provides client referrals to Investment Services. Monitors daily cash positions (both positive and negative) ensuring regulatory compliance. Ensures appropriate legal agreements are retained in house and maintains client profile information. Completes relationship and administrative reviews, works with clients to clear any noted exceptions, responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. Monitors fee aging reports, works with clients to collect fees payable, resolves customer issues, communicates efforts to Relationship Managers and Regional Coordinators, escalating as needed. Identifies staff training needs, participates in training events, may coach or assist in training Investment Services support staff and less experienced Account Managers. Identifies and executes opportunities to create capacity and efficiencies. Participates on Investment Services and Trust Operations committees and projects. Attends and participates in new business presentations with prospective clients. Assists and supports other Investment Services offices, including an occasional onsite support event. REQUIRED – Associate degree, or equivalent work experience – Four to six years of job-related experience preferably in institutional trust and/or financial industry PREFERRED – Thorough knowledge of trust administration, products and sales – Thorough knowledge of account management, trust operations, project management, and legal regulations – Ability to develop new business – Ability to resolve complex problems with minimal guidance – Excellent interpersonal, verbal and written communication skills #WMISOJobs If theres anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our . Learn how drives meaningful relationships with our customers and collaboration across the company. 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 (some may vary based on role, location or hours): 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 EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the companys status as an equal opportunity employer by viewing the federal EEO poster. 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 .
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