Head of Growth Account Management at native overseeing commercial growth in a category - led model. Leading team performance and optimizing account strategies within a startup environment.
About the role
- Investment Services Account Manager at U.S. Bank managing client accounts and delivering high-level customer service. Overseeing support staff and ensuring compliance with agreements and regulations.
Responsibilities
- 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.
- 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.
Requirements
- Associate’s degree, or equivalent work experience
- Typically eight to 10 years of job-related experience, preferably in institutional trust and/or financial industry
- Advanced knowledge of trust administration, products and sales
- Advanced 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
- Effective interpersonal, verbal and written communication skills
- Demonstrated leadership skills
Benefits
- 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
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