U.S. Bank Investment Advisor Services Onboarding Account Manager - Cincinnati, OH in Cincinnati, Ohio
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.
Responsible for the management of onboarding events and establishment of new Investment Services accounts of various sizes established for investment portfolio management. Effectively support our partner investment advisor relationships by participating in onboarding calls, assisting in supplying correct agreements when requested and engaging in proper change management when agreements are updated. Interprets account governing agreements and understand each account type fully and its unique coding requirements. Instructs Investment Services support staff, New Accounts Team and Trust Operations on the proper coding to ensure accurate administration of accounts. Instruct establishment of fees for new accounts. Communicates efforts to Relationship Managers and Regional Coordinators, escalating as needed. Regularly interacts with clients during the onboarding event, 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. Ensures appropriate legal agreements are retained in house and maintains client profile information. responds to requests from WM&IS Risk Management, Trust Compliance and Corporate Audit Services in a timely manner. 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.
Associate's degree, or equivalent work experience
Two to four years of job-related experience, preferably 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. Ability to effectively communicate with and support volumes of other onboarding representatives, customers and internal partners. Provide daily updates on any in flight work to keep customer engaged. Ensure positive working relationships with peers and internal partners.
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 usbank.com/careers (https://www.usbank.com/careers/index.html) .
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 (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) poster.
U.S. 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 (https://www.usbank.com/careers/verification-of-eligibility-for-employment.html) .
Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank’s best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.