Institutioinal Trust & Custody Relationship Manager

 

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.

 
Develops and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services with the primary focus on value-added sales and prospecting. Retains and expands existing customer relationships to increase market share and profitability. Provides service to customers with regard to account information, questions, problems, education or other requests. Facilitates problem resolution with specialized units and responds to customers when necessary. Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities. Writes fee proposals based on standard pricing with some modifications for unique and non-routine responsibilities. Sells various U.S. Bancorp products and services.
 

Qualifications

 
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five to eight years of experience in trust administration, investments and sales

Preferred Skills/Experience
- Thorough knowledge of trust administration and operations
- Considerable knowledge of institutional trust and investment instruments
- Thorough knowledge of benefit plans, ERISA and the retirement industry
- Excellent relationship management and new business development/sales skills
- Well-developed customer service/relations skills
- Strong strategic planning skills
- Excellent presentation, verbal and written communications skills
 

Job

Relationship Management

Primary Location

Minnesota-MN-Minneapolis

Shift

1st - Daytime

Travel

Yes, 15 % of the Time

Average Hours Per Week

40