Investment Services Account Manager

U.S. Bank•Cincinnati, OH

3d•Hybrid

About The Position

Responsible for managing and overseeing Investment Services accounts of various sizes that clients establish for different purposes. Account Managers serve as primary client contacts, provide a high level of customer service, and are responsible for retaining and expanding relationship revenue while managing expenses. The role oversees work performed by Investment Services support staff, Trust Operations, and others to ensure account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for opening, maintaining, and closing accounts. The role offers a hybrid/flexible schedule with an in-office expectation of three or more days per week and flexibility to work outside the office location on the other days.

Requirements

Associate’s degree or equivalent work experience.
Typically five to eight years of job-related experience, preferably in institutional trust and/or the financial industry.

Nice To Haves

Thorough knowledge of trust administration, products, and sales.
Thorough knowledge of account management, trust operations, project management, and legal regulations.
Strong ability to develop new business.
Ability to resolve complex problems with minimal guidance.
Effective interpersonal, verbal, and written communication skills.

Responsibilities

Manage and oversee Investment Services accounts of various sizes established for different client purposes.
Serve as a primary client contact and deliver a high level of customer service.
Retain and expand relationship revenue while managing expenses.
Oversee work processed by Investment Services support staff, Trust Operations, and others.
Ensure activity in new, existing, and closing accounts complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines.

Benefits

Healthcare, including medical, dental, and vision coverage.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and an 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase.
Pension, subject to eligibility requirements.