• Account Manager - Wealth Operations

    US Bank (St. Paul, MN)


    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

    Take your skills to the next level

     

    Some **responsibilities** include but not limited to:

    + Partner with front office BDO, Client Managers and others to provide operational guidance for new and existing deals

    + Monitor, trend and report on volumes for internal clients – build out operational support model in partnership with the leadership team

    + Engage in daily PTAO Client Services activity, including but not limited to:

    + Incoming Process-related inquiries

    + Pain point collection, review, and action planning

    + Issue management (resolution/escalation)

    + Various operations-related reporting

    + Serve as Issue Management Lead

    + Collaborate with key stakeholders to support/facilitate continuous improvement across product and processes, including growth, onboarding, technology, and business change management

    + Own, review, recommend and/or update operations processing procedures, escalation, RACI, and process workflows in partnership with leadership (per scheduled review cycle)

    + Support various audit/risk/compliance requests

    + Other tasks as assigned, from time to time

    **Schedule** : Monday - Friday 8:00am - 4:30pm CST

    **Location** : Saint Paul 3 days (flexible) a week, 2 days remote

    _Basic Qualifications_

    + Bachelor's degree, or equivalent work experience

    + One to four years of client management experience

    _Preferred Skills/Experience_

    + Detailed knowledge of business, financials, products/services and the market

    + Strong relationship building and selling skills

    + Strong problem-solving skills

    + Basic knowledge of account management, project management, operations and logistics

    + Ability to manage multiple tasks/projects and deadlines simultaneously

    + Proven customer service/relations skills, including situational leadership and dispute/conflict resolution

    + Strong presentation, interpersonal, verbal and written communication skills

     

    _Location Expectations_

     

    _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 (https://careers.usbank.com/global/en/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 (some may vary based on role, location or hours):

     

    + 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

     
     

    E-Verify

     
     

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00 - $92,400.00

     
     

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

     

    Posting may be closed earlier due to high volume of applicants.