Investment Services Account Manager

U.S. Bank; Cincinnati (OH); Hybrid; USD 76,000 - 89,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced Account Manager to oversee Investment Services accounts, delivering high levels of service, retaining clients, and expanding relationship revenue. The role entails supervising staff and ensuring regulatory and procedural compliance across accounts.

The position emphasizes knowledge of trust administration, account management, and legal requirements, with a hybrid/flexible schedule and in-office presence required on multiple days per week.

Qualifications

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

• Oversee management and oversight of Investment Services accounts for clients.
• Serve as primary contact, deliver high levels of service, and drive retention and revenue expansion.
• Supervise Investment Services support staff and ensure compliance with governing agreements and regulations.

Skills

Trust administration knowledge

Account management

Project management

Communication skills

Legal/regulatory knowledge

Business development

Communication skills

Problem solving

Education

Associate degree or equivalent work experience

5–8 years of job-related experience in institutional trust/financial industry

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 is 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 is in accordance with governing agreements, regulatory and legal requirements, and within U.S. Bank procedural guidelines relative to new, existing and closing accounts.

Basic Qualifications

• Associate’s degree, or equivalent work experience
• Typically five to eight 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
• Strong 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 in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion 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. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.