James Roiger
Rosemount,MN
Summary
Well respected and detail oriented professional. An experienced wealth management operations manager who has successfully managed risk while meeting service level agrees and delivered high quality customer service. Lead high profile and complex time sensitive initiatives and fostered collaboration.
Overview
35
35
years of professional experience
Work History
National Account Closing Manager
U.S. Bank, N.A.
06.2020 - Current
- Subject Matter Expert and Key Contact for account closing and valuation requests.
- Collaborated with development team to build multiple workflow system to replace outdated systems
- Lead conversion related activities for, 4,000 personal trust accounts during bank merger.
- Transitioned team to fully digital.
National Administrative Services Unit Manager
U.S. Bank, N.A.
03.2006 - 05.2020
- Built national middle office team modeled after St Paul Middle Office. Team consisted of 60 individuals located in four location.
- In partnership with business line contacts built an account opening workflow system.
- Collaborated with fiduciary services and risk partners to ensure proper controls were in place.
- Expanded account opening functionality to include onboarding capabilities.
- Lead effort to implement enhanced AML/CIP program for existing and new personal trust clients.
St. Paul Middle Office Manager
U.S. Bank, N.A.
03.2002 - 02.2006
- Built new team of ten individuals to support Northern Region of Personal Trust. Functions included account opening, closing and maintenance, account valuations and cash processing.
- Trained personal trust staff on new mainframe operating system.
- Participated in multiple regional and national initiatives and projects.
Trust Account Manager
U.S. Bank, N.A.
09.1993 - 02.2002
- Managed five individuals who were responsible for preparing account valuations for personal trust accounts
- Incorporated several process improvements including building a Plan of Division system.
Tax Preparer
U.S. Bank, N.A.
01.1989 - 08.1993
- Responsibilities included, preparing simple tax returns, updating tax cost basis on trust system, data input tax system and filing.
Education
Business Management
Dakota County Technical College
Rosemount, MN05.1986
Skills
- Detailed oriented and extremely organized
- Extensive operational background
- Workflow and process improvement focused
- High level of dedication
- Customer service minded
Timeline
National Account Closing Manager
U.S. Bank, N.A.
06.2020 - Current
National Administrative Services Unit Manager
U.S. Bank, N.A.
03.2006 - 05.2020
St. Paul Middle Office Manager
U.S. Bank, N.A.
03.2002 - 02.2006
Trust Account Manager
U.S. Bank, N.A.
09.1993 - 02.2002
Tax Preparer
U.S. Bank, N.A.
01.1989 - 08.1993
Business Management
Dakota County Technical College
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