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Client Onboarding Account Associate

Company: US Bank
Location: Saint Paul
Posted on: June 8, 2021

Job Description:

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.

Job Description

Processes day-to-day activities associated with Institutional Trust and Investment Advisor Services accounts. Assists Client Transition team members, Client Service Account Managers and Relationship Managers in meeting client needs by accurately setting up accounts on the primary trust system, handling communications with other internal teams and coordinating ancillary system data. Works proactively with team and business line representatives to identify and resolve potential problems or compliance issues with new client requests.

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


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

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 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.

Keywords: US Bank, St. Paul , Client Onboarding Account Associate, Other , Saint Paul, Minnesota

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