Sr. Institutional Trust Account Manager

About the role

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.

Responsibilities

• Manage and oversee Investment Services accounts of various sizes established by clients for various purposes
• Serve as the primary day-to-day contact for large insurance clients and their investment managers in a high-volume, high-tempo operating environment
• Deliver a high level of customer service as one of the client's primary contacts
• Responsible for retention and expansion of relationship revenue as well as expense management
• Oversee 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 U.S. Bank procedural guidelines relative to new, existing, and closing accounts

Requirements

• Associate's degree, or equivalent work experience
• Typically eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry

Preferred Qualifications

• Advanced knowledge of trust administration, products and sales
• Advanced knowledge of account management, trust operations, project management, and legal regulations
• Background in Insurance/Reinsurance trusts strongly preferred
• Background servicing global asset and cash movements strongly preferred
• Background with private credit investment vehicles strongly preferred
• Strong ability to develop new business
• Ability to resolve complex problems with minimal guidance
• Effective interpersonal, verbal and written communication skills
• Demonstrated leadership skills

Schedule

The role offers a hybrid/flexible schedule with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits

• 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

Pay

Pay Range: $105,400.00 - $124,000.00