Center of Excellence Account Maintenance Specialist

U.S. Bank•Cincinnati, OH

14d•Hybrid

About The Position

U.S. Bank is hiring an Account Maintenance Specialist to provide operational support and process Wealth, Corporate, Commercial, and Institutional Banking client accounts and products. The role handles post-opening account maintenance within a Center of Excellence, including securities setup and general account- and asset-level maintenance, with some supervision. Responsibilities carry varying levels of risk based on the type and size of the account or product. The specialist manages multiple assignments accurately and within established timelines, meets Service Level Agreements, and complies with department policies and procedures. The role primarily supports Personal Trust accounts by processing post-opening maintenance and data updates submitted through the PTAM system. It is an internal operational support role with no external customer communication required. The position requires working from a U.S. Bank location three or more days per week.

Requirements

Associate's degree or equivalent work experience.
Two or more years of relevant experience.
Ability to multitask and meet established deadlines in a dynamic work environment.
Demonstrated analytical, problem-solving, decision-making, and organizational skills.
Effective interpersonal and verbal and written communication skills.
Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.

Nice To Haves

Basic understanding of regulatory and accounting principles that directly affect Wealth Management & Investment Services business lines and clients.
Ability to quickly learn custody operational functions, systems, procedures, products, and services for assigned areas.
Effective customer relations skills.

Responsibilities

Support Personal Trust accounts by completing post-opening account maintenance and data updates.
Manage transactional requests submitted primarily through Personal Trust Account Maintenance (PTAM).
Complete account updates, including trust officer changes, system code updates, and other account data maintenance.
Review requests for accuracy and completeness using established procedures, checklists, and workflows.
Contact front-office teams through PTAM comments, Teams, or email to clarify incomplete or unclear requests.
Own requests through completion, ensuring maintenance is processed and closed so notifications can be generated to the front office.
Coordinate, manage, and complete multiple duties and assignments concurrently within acceptable timelines.
Meet established Service Level Agreements and comply with department policies and procedures.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase.