Institutional Trust Account Associate

U.S. BankGresham, OR
Hybrid

About The Position

Processes day-to-day activities associated with Institutional Trust accounts. Assists in office operations including telephone, mail, filing and supply maintenance. Assists Account Managers and Relationship Managers in meeting client needs to maximize client satisfaction and encourage growth of the relationship. Works proactively to identify potential problems, compliance issues, or fraudulent activities.

Requirements

  • High school diploma or equivalent
  • Three or more years of customer service experience
  • Thorough knowledge of general banking and trust products
  • Advanced knowledge of cash and security transactions and trust operations
  • Proven commitment to quality customer service
  • Well-developed ability to timely and accurately process daily work/transactions
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Responsibilities

  • Processes day-to-day activities associated with Institutional Trust accounts.
  • Assists in office operations including telephone, mail, filing and supply maintenance.
  • Assists Account Managers and Relationship Managers in meeting client needs to maximize client satisfaction and encourage growth of the relationship.
  • Works proactively to identify potential problems, compliance issues, or fraudulent activities.

Benefits

  • 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
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