Invest Svcs Account Manager 2

US Bank Philadelphia , PA 19107

Posted 3 weeks ago

At U.S.

Bank, we're passionate about helping customers and the communities where we live and work.

The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. 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.

Job Description

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 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.

Interprets account governing agreements in order to select appropriate coding for the trust accounting system. Instructs Investment Services support staff, New Accounts Team and Trust Operations on the proper coding to ensure accurate administration of accounts. 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. Regularly interacts with clients, focusing on current and changing needs of the client. Proactively engages clients to identify sales opportunities and enhance existing relationships with the bank.

Provides client referrals to Investment Services. Monitors daily cash positions (both positive and negative) 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, responds to requests from WM&IS 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 to Relationship Managers and Regional Coordinators, escalating as needed. Identifies staff training needs, participates in training events, may coach or assist in training Investment Services support staff and less experienced Account Managers.

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. Assists and supports other Investment Services offices, including an occasional onsite support event.

Basic Qualifications

  • Associate's degree, or equivalent work experience

  • Five to eight 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

  • Strong ability to develop new business

  • Ability to resolve complex problems with minimal guidance

  • Excellent interpersonal, verbal and written communication skills


Take care of yourself and your family with U.S.

Bank employee benefits.

We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S.

Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting

EEO is the Law

Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.



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.

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Invest Svcs Account Manager 2

US Bank