Account Maintenance Specialist

U.S. Bank

. Provide operational support and processing for Wealth, Corporate, Commercial, and Institutional Banking client accounts and products .

Posted 10/27/2026full-timeUnited StatesJuniorMid-Level💰 $23 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational support for Wealth Management and Investment Services, with a strong focus on account maintenance, regulatory compliance, and effective communication. Proficient in managing transactional requests and achieving service level agreements in a detail-oriented environment.

Highest-signal resume keywords

Operational SupportAccount MaintenanceRegulatory ComplianceAnalytical SkillsCustomer Relations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ProcessingData MaintenanceSecurities SetupRegulatory PrinciplesCustody Operational FunctionsProblem-SolvingDecision-MakingMultitaskingDeadline Management

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationOrganizational Skills

Tools & Technologies

Microsoft OfficePTAM

Certifications & Qualifications

Associate's Degree

Industry Keywords

Wealth ManagementInvestment ServicesCorporate BankingCommercial BankingInstitutional Banking

About the role

Key responsibilities & impact

Provide operational support and processing for Wealth, Corporate, Commercial, and Institutional Banking client accounts and products
Set up securities and perform general account and asset-level maintenance with some supervision
Support Personal Trust accounts through post-opening account maintenance and data updates
Manage transactional requests submitted primarily through PTAM (Personal Trust Account Maintenance)
Complete trust officer changes, system code updates, and other account data maintenance
Review requests for accuracy and completeness using established procedures, checklists, and workflows
Partner with front-office teams to clarify incomplete or unclear requests through PTAM comments, Teams, or email
Own requests through completion and ensure maintenance is processed and closed so notifications can be generated
Process requests throughout the day in a fast-paced, detail-focused environment
Provide internal operational support with no external customer communication required
Understand and achieve established Service Level Agreements
Comply with established department policies and procedures

Requirements

What you’ll need

Associate's degree, or equivalent work experience
Two or more years of relevant experience
Basic understanding of regulatory and accounting principles affecting Wealth Management & Investment Services business lines and clients
Ability to quickly learn custody operational functions, systems, procedures, products, and services
Ability to multitask and meet established deadlines in a dynamic work environment
Demonstrated analytical, problem-solving, decision-making, and organizational skills
Effective customer relations, interpersonal, verbal, and written communication skills
Proficient computer navigation skills using various software packages, including Microsoft Office applications
Ability to work from a U.S. Bank location three or more days per week
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension