U.S. Bank Trust Manager - Shared Services - Cincinnati OH in CINCINNATI, Ohio
The Trust Manager is a key member of the Investment Advisor Services management team that oversees and directs the IAS Shared Services team. The Trust Manager is responsible for cultivating talent, setting performance and training standards . Additionally, the Trust Manager will analyze and improve organizational processes and work to improve quality, productivity and efficiency and manage a team of skilled individuals.
This position requires frequent interaction with Investment Services support staff, specifically Account Onboarding/Offboarding Associates, Independent Administrative Review personnel and Trust Operations on the proper coding to ensure accurate administration of accounts. Oversees work processed by Investment Services support staff, Account Onboarding/Offboarding Associates, Independent Admin Reviewers Trust Operations and others to ensure establishment and oversight 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. Regularly interacts with clients, focusing on current and changing needs of the client. Proactively engages clients to identify service quality opportunities and to enhance existing relationships with the bank. Ensures appropriate legal agreements are properly executed and retained according to bank policy and departmental standards. Identifies staff training needs, participates in training events, coach or assist in training Investment Services staff. 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. Creates and maintains clear performance metrics for staff.
Experienced . You have led teams of operational staff members and successfully coached individuals on standard methodologies of client service and relationship building with small, mid and large size business resulting in increased efficiency, revenue and positive team morale.
Leadership . You lead from the front to help the team achieve shared goals.
Critical Thinker . Strong analytical and problem resolution skills with a demonstrated ability to develop creative solutions and implement.
Resourceful . You are a self-motivated individual that is adept at skillfully leveraging internal contacts to support the needs of the team and organization. You thrive when you have the freedom and accountability to lead a business unit under the strategy you set.
Proactive . You are not acted upon. You understand the goals of the position and do the work required to drive to the goal.
Partnership . Excels at strengthening internal partner relationships to achieve departmental goals.
Accountability . You have the ability to hold yourself and your team accountable as both are mutually exclusive.
Attitude . You know who you are, you have a clear head about the business and are able to approach situations with a calm. You need to have strong pressure resistance, long term vision lead with integrity.
Bachelors Degree or equivalent work experience
10 or more years of job-related experience, preferably in Custody and/or financial industry (specific knowledge in account opening and compliance requirements is preferred)
Considerable knowledge of trust administration, products and sales
Considerable knowledge of account management, trust operations, project management, and legal regulations
Strong ability to develop new business
Ability to resolve complex problems with minimal guidance
Excellent interpersonal, verbal and written communication skills
Demonstrated leadership skills
Job: Relationship Support
Primary Location: Ohio-OH-Cincinnati
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 200014616
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.