Account Manager

Bank of Utah • Salt Lake, UT

45d • Onsite

About The Position

If our mission statement piques your interest, we encourage you to apply for the currently open position of Account Manager to work Monday - Friday at our Branch located at 50 South 200 East Salt Lake City, UT. This Account Manager is responsible for Account Administration and relationship management of trusts within the corporate trust department (aircraft and life settlement transactions) including document review, account setup, coordination of payment and investment responsibilities, timely response to customer inquiries, and marketing of current and potential clients. Effective communication with customers and co-workers.

Requirements

• Undergraduate degree required, business related field preferred
• Three years business experience minimum
• Financial services experience preferred
• Customer service experience preferred
• Detail oriented

Responsibilities

• Account Administration: Review governing documents, complete an electronic account synopsis of each assigned transaction, and coordinate the account set-up on various internal systems.
• Ensure responsibilities of the bank are completed in a timely manner pursuant to the governing documents following established Corporate Trust policies and procedures.
• Coordinate regularly with the Corporate Trust legal team and account assistants to ensure transactions are administered appropriately.
• Payment Processing and Investment of Funds: Responsible for the oversight of incoming/outgoing payment processing on assigned accounts utilizing internal payment systems.
• Coordinate with appropriate parties (internally and externally) to ensure payments and investments are authorized, directed and permitted pursuant to the governing documents.
• Review account balances regularly to ensure there are no unexplained cash balances in the accounts.
• Customer Service and Marketing: Primary contact for customer inquiries on assigned transactions.
• Assist the department in marketing both existing and potential clients.
• Other Duties as Assigned

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level