Investment Services Relationship Manager

US Bank

Gresham (OR)

Hybrid

USD 71.000 - 84.000

Vollzeit

Vor 4 Tagen

Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Zusammenfassung

U.S. Bank is seeking an Investment Services Account Manager to oversee client accounts and drive retention and expansion of relationship revenue.

You will supervise Investment Services staff and Trust Operations, ensuring activities comply with governing agreements, regulatory and legal requirements under procedural guidelines. The role offers a hybrid/flexible schedule with in-office presence 3+ days per week and a comprehensive benefits package including healthcare, retirement plans and

Qualifikationen

Associate's degree or equivalent
4–6 years of job-related experience in institutional trust/financial industry
Excellent interpersonal, verbal and written communication skills

Aufgaben

Oversee management and oversight of Investment Services accounts for clients
Serve as primary contact and drive retention and expansion of relationship revenue
Supervise Investment Services support staff and Trust Operations to ensure activity complies with governing agreements, regulatory and legal requirements
Ensure activities align with U.S. Bank procedural guidelines

Kenntnisse

Trust administration

Account management

Project management

Sales

Communication skills

Ausbildung

Associate's degree or equivalent

Jobbeschreibung