US Bank Investment Services Account Manager Job 

United States, Ohio, Cincinnati 

301009847

Job Description

Investment Services Cash Operations Associateis responsible for the management of cash processing for Investment Services accounts of various sizes established by clients for various purposes. Account Managers on the cash processing team serve as one of our internal partners for cash operations. Oversees processed work 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. Periodically interacts with clients, focusing on current and changing needs of the client. Ensures appropriate legal documents are retained in house and maintains client profile information. Works with IAS staff to clear any noted exceptions, responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. Resolves customer issues, communicates efforts to Relationship Managers and Regional Coordinators, escalating as needed. Identifies team training needs, participates in training events, may coach or assist in training Investment Services support staff and less experienced Account Managers. Identifies and executes opportunities to create capacity and efficiencies. Participates on Investment Services and Trust Operations committees and projects. Attends and participates in new business presentations with prospective clients.

Basic Qualifications

• Associate's degree, or equivalent work experience

• Two to four years of job-related experience, preferably in institutional trust and/or financial industry

Preferred Skills/Experience

• Basic knowledge of trust administration, products and sales

• Basic knowledge of account management, trust operations, project management, and legal regulations

• Ability to develop new business

• Ability to resolve complex problems with minimal guidance

• Excellent interpersonal, verbal and written communication skills

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 (some may vary based on role, location or hours):

• 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

EEO is the Law

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 .

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: $60,435.00 - $71,100.00 - $78,210.00

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.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.