Investment Services Account Manager

 

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 of onboarding Investment Services accounts of various sizes to our online portal, Global Custody Pivot. IT&C Pivot Account Managers are responsible for ensure clients are onboarded accurately to the Global Custody Pivot platform ensuring an exceptional online experience. Interprets ITC User Authorization documentation and support documents to select appropriate coding within the Pivot Admin System. Regularly interacts with Relationship Management and Client Services teams, supporting the business line in their understanding of the client portal. Proactively engages Relationship Managers and Client Services Account Managers and Associates to identify issues with documentation, obtaining clarity on client requests and discuss opportunities that evolve with future enhancements. Ensures appropriate documentation is retained in house and maintains client Global Custody profile folder. Aids in reviews of Global Custody Paperwork, works with Client Services and Relationship Managers to clear any noted exceptions, responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. Identifies staff training needs, participates in training events, may coach, or assist in training Relationship Management and Client Services teams as well as aid in the training of less experienced IT&C Pivot Account Managers. Identifies and executes opportunities to create capacity and efficiencies. Participates on Investment Services and Trust Operations committees and projects.

Basic Qualifications
- Associate’s degree, or equivalent work experience
- Typically 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
- Effective interpersonal, verbal and written communication skills

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: $64,855.00 - $76,300.00

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.