Sr. Institutional Trust Account Manager

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.

Job Description Responsible for the management and oversight of 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. Account Managers serve as one of the client’s 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
- 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 Skills/Experience 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

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

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. Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's 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:

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 Review our full benefits available by employment status here. 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.

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