Investment Services Account Manager

U.S. Bank•Gresham, OR

1d•Hybrid

About The Position

The Investment Services Account Manager manages and oversees investment services accounts of varying sizes established by clients for different purposes. Account Managers act as primary client contacts and provide a high level of customer service. They are responsible for retaining and expanding relationship revenue and managing expenses. The role also oversees work processed by Investment Services support staff, Trust Operations, and others, ensuring account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for new, existing, and closing accounts. The position follows a hybrid/flexible schedule, with an expectation of working in the office at least three days per week and flexibility to work outside the office on other days.

Requirements

Associate’s degree or equivalent work experience.
Typically four to six 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.
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 and for various client purposes.
Serve as a primary client contact and deliver a high level of customer service.
Retain and expand relationship revenue.
Manage expenses.
Oversee work performed by Investment Services support staff, Trust Operations, and others.
Ensure account activity complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines for new, existing, and closing accounts.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
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 accrual 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.
401(k) contribution and pension, subject to eligibility requirements.