Invest Svcs Account Manager 1

U.S. Bank; Cincinnati (OH); Hybrid; USD 55,000 - 80,000; Full time

Job summary

U.S. Bank seeks an Account Manager for overseeing Investment Services accounts, ensuring compliance and client satisfaction. This hybrid role requires a strong background in account management, trust services, and a commitment to excellent customer service. Join us to empower clients to make smart financial decisions.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation (up to five weeks)

Short-term and long-term disability

Adoption assistance

Sick and Safe Leave

Paid holidays (up to 11)

Qualifications

• Typically four to six years of job-related experience in institutional trust and/or financial industry required.
• Knowledge of trust administration, products, sales, and legal regulations is beneficial.

Responsibilities

• Manage Investment Services accounts and maintain client relationships.
• Ensure compliance with agreements and regulations related to account operations.
• Oversight of support staff to meet account objectives.

Skills

Account management

Problem solving

Interpersonal communication

Customer service

Education

Associate’s degree or equivalent work experience

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes. Account Managers serve as one of the client’s primary contacts, delivering a high level of customer service and are responsible for retention and expansion of relationship revenue as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations, and others to ensure activity within accounts complies with governing agreements, regulatory and legal requirements, and U.S. Bank procedural guidelines regarding new, existing, and closing accounts.

Basic Qualifications

• Associate’s degree, or equivalent work experience
• Typically four to six years of job-related experience, preferably in institutional trust and/or financial industry

Preferred Skills/Experience

• 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

The role offers a hybrid/flexible schedule, which means there's an expectation of in-office work 3 or more days per week, with flexibility to work remotely on other days.

If there’s anything we can do to accommodate a disability during any part of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Our benefits include:

• Healthcare (medical, dental, vision)
• Basic 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 holidays
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per year, unless law dictates otherwise

U.S. Bank is an equal opportunity employer. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other protected factors.

Additional Information

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all U.S. facilities and certain territories. We conduct background checks consistent with applicable laws, including the Los Angeles County Fair Chance Ordinance, California Fair Chance Act, San Francisco Fair Chance Ordinance, and requirements of the FDIA, FINRA, NMLS, and other relevant regulations. Applicants must comply with U.S. Bank policies including the Code of Ethics and Business Conduct.

Note: Posting may close earlier due to high application volume.