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IT&C Account Manager

IT&C Account Manager

U.S. BancorpGresham, OR, US
4 days ago
Job type
  • Full-time
Job description

Investment Services Account Manager

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 clients 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 :

  • Associates degree, or equivalent work experience
  • Typically four to six 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
  • 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 theres an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

    Our approach to benefits and total rewards considers our team members whole selves and what may be needed to thrive in and outside work. Thats 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
  • 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.

    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.

    Pay Range : $66,640.00 - $78,400.00

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    Account Manager • Gresham, OR, US

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