Hybrid Account Manager bei Bank of Utah

I am Jodie Curtis, SVP Sr. Corporate Trust Officer at the Bank of Utah. Founded in 1952, Bank of Utah is one of Utah's largest, privately owned community banks. Nasdaq ranked us Best Bank in Utah for 2025! Here we strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.

We are currently looking for an Account Manager to work Monday - Friday at our Branch located at 50 S 200 E Salt Lake City, UT. This Account Manager is responsible for account administration and relationship management of trusts within the corporate trust department (aircraft and life settlement transactions) including document review, account setup, coordination of payment and investment responsibilities, timely response to customer inquiries, and marketing of current and potential clients. Effective communication with customers and co-workers.

Qualifications: 

• Undergraduate degree, business-related field preferred
• Three years business experience minimum
• Financial services experience preferred
• Customer service experience preferred
• Detail oriented

Benefits of Working with Us:

Bank of Utah's comprehensive benefits package includes:

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

Regular duties and responsibilities:

• Account Administration:  Review governing documents, complete an electronic account synopsis of each assigned transaction, and coordinate the account set-up on various internal systems.  Ensure responsibilities of the bank are completed in a timely manner pursuant to the governing documents following established Corporate Trust policies and procedures.  Coordinate regularly with the Corporate Trust legal team and account assistants to ensure transactions are administered appropriately.
• Payment Processing and Investment of Funds:  Responsible for the oversight of incoming/outgoing payment processing on assigned accounts utilizing internal payment systems.  Coordinate with appropriate parties (internally and externally) to ensure payments and investments are authorized, directed and permitted pursuant to the governing documents.  Review account balances regularly to ensure there are no unexplained cash balances in the accounts. 
• Customer Service and Marketing:  Primary contact for customer inquiries on assigned transactions.  Assist the department in marketing both existing and potential clients.
• Other Duties as Assigned