Center of Excellence Account Maintenance Specialist

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.

We are hiring an Account Maintenance Specialist responsible for the operational support and processing of Wealth, Corporate, Commercial, & Institutional Banking (WCIB) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product.

Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures. This role supports the post-opening account maintenance processes within a Center of Excellence (COE).

• Support Personal Trust accounts by completing post-opening account maintenance and data updates.
• Manage a steady flow of transactional requests submitted primarily through PTAM (Personal Trust Account Maintenance).
• Complete a variety of account updates, including trust officer changes, system code updates, and other account data maintenance.
• Review requests for accuracy and completeness, following established procedures, checklists, and workflows.
• Partner with front-office teams to clarify incomplete or unclear requests through PTAM comments, Teams, or email.
• Own requests through completion, ensuring maintenance is processed and closed so notifications can be generated to the front office.
• Work in a fast-paced, detail-focused environment where requests are received and processed throughout the day.
• Focus on internal operational support, with no external customer communication required.

• Associate's degree, or equivalent work experience
• Two or more years of relevant experience

• Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
• Ability to multitask and meet established deadlines in a dynamic work environment
• Demonstrated analytical, problem-solving, decision-making, and organizational skills
• Effective customer relations, interpersonal, and verbal and written communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

This role requires working from a U.S. Bank location three (3) or more days per week. 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.

• 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…