Institutional Trust Account Associate
U.S. Bank, Philadelphia, PA, United States
Account Associate
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 atall from Day One. The Account Associate is responsible for supporting the daily operational activities of Institutional Trust and Custody clients. Key responsibilities include executing electronic funds transfers; processing the receipt and delivery of assets; supporting net settlement, trade, and investment activities; providing benefit payment support; performing master trustrelated functions; managing document retention requirements; and completing other operational support tasks as assigned. The scope of responsibilities may expand based on client complexity, business needs, and the Associate's skills, experience, and demonstrated capabilities. In this role, the Account Associate works closely with Account Managers and Relationship Managers to support client needs, promote client satisfaction, and contribute to relationship growth. The position also plays an important role in identifying opportunities to enhance service delivery. Additionally, the Account Associate is expected to take a proactive approach to identifying potential operational risks, compliance concerns, and indicators of fraudulent activity, helping to ensure accurate processing and strong risk management controls. Basic Qualifications - High school diploma or equivalent - Three or more years of customer service experience Preferred Skills/Experience - Thorough knowledge of general banking and trust products - Advanced knowledge of cash and security transactions and trust operations - Proven commitment to quality customer service - Well-developed ability to timely and accurately process daily work/transactions - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications 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. 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 U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. 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. 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: $24.18 - $32.21
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 atall from Day One. The Account Associate is responsible for supporting the daily operational activities of Institutional Trust and Custody clients. Key responsibilities include executing electronic funds transfers; processing the receipt and delivery of assets; supporting net settlement, trade, and investment activities; providing benefit payment support; performing master trustrelated functions; managing document retention requirements; and completing other operational support tasks as assigned. The scope of responsibilities may expand based on client complexity, business needs, and the Associate's skills, experience, and demonstrated capabilities. In this role, the Account Associate works closely with Account Managers and Relationship Managers to support client needs, promote client satisfaction, and contribute to relationship growth. The position also plays an important role in identifying opportunities to enhance service delivery. Additionally, the Account Associate is expected to take a proactive approach to identifying potential operational risks, compliance concerns, and indicators of fraudulent activity, helping to ensure accurate processing and strong risk management controls. Basic Qualifications - High school diploma or equivalent - Three or more years of customer service experience Preferred Skills/Experience - Thorough knowledge of general banking and trust products - Advanced knowledge of cash and security transactions and trust operations - Proven commitment to quality customer service - Well-developed ability to timely and accurately process daily work/transactions - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications 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. 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 U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. 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. 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: $24.18 - $32.21