U.S. Bank Institutional Trust Acct Mgr 1 in PORTLAND, Oregon
Responsible for the management and oversight of Institutional Trust and Custody (IT&C) accounts of various sizes established by clients for various purposes. Serves as one of the client’s primary contacts, delivering a high level of customer service. Responsible for retention and expansion of relationship revenue as well as expense management. Oversees work processed by IT&C support staff, Trust Operations, and others to ensure compliance with governing agreements, regulatory and legal requirements, and procedural guidelines. Identifes and executes opportunities to create capacity and efficiencies. Regularly interacts with clients, focusing on current and changing needs of the client. Attends and participates in new business presentations with prospective clients. Monitors daily cash positions ensuring regulatory compliance. Ensures appropriate legal agreements are retained in house and maintains client profile information. Completes relationship and administrative reviews, works with clients to clear any noted exceptions, and responds to requests from IT&C Risk Management, Trust Compliance, and Corporate Audit Services in a timely manner. Monitors fee aging reports, works with clients to collect fees payable, resolves customer issues, communicates efforts, and escalates issues as needed.
Associate's degree, or equivalent work experience
Four to six years of experience in institutional trust and/or financial industry
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
Excellent interpersonal, verbal and written communication skills
Job: Relationship Support
Primary Location: Oregon-OR-Portland
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 190029819
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.