Summary
Overview
Work History
Skills
Professional References
Timeline
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Kenneth J. Jackson

Saint Paul,MN

Summary

Accomplished Account Manager at US Bank, recognized for excellence in client relations and enhancing operational processes. Proficient in resolving issues, managing projects, optimizing service delivery, and achieving significant client satisfaction. Passionate about fostering team collaboration and driving operational efficiency through effective training and development.

Overview

23
23
years of professional experience

Work History

Client Services - Account Manager

US Bank
St. Paul
06.2017 - Current
  • Facilitate communication between operations and relationship management in Global Corporate Trust.
  • Resolve TFM production inquiries, ensuring efficient issue escalation and resolution.
  • Act as primary contact for updates and changes, enhancing client service operations.
  • Streamline processes to improve service delivery, achieving measurable client satisfaction.
  • Collaborate with teams to address complex issues, driving continuous improvement.

Original Issuance Lead

US Bank
St. Paul
08.2016 - 06.2017
  • Led daily operations and project coordination, enhancing team productivity and workflow.
  • Collaborated with managers to streamline processes, achieving measurable improvements.
  • Utilized project management skills to ensure timely completion of tasks and objectives.
  • Resolved operational challenges, resulting in increased efficiency across departments.

Original Issuance Analyst

US Bank
St. Paul
06.2010 - 08.2016
  • Compiled daily reports, ensuring compliance with obligor requirements, boosting accuracy.
  • Updated bond call process to Ezdisclose, enhancing efficiency and reducing errors.
  • Assisted management in resolving escalated issues, improving team performance.
  • Trained staff, resolving queries, fostering a knowledgeable and efficient team.

Original Issuance Processor

US Bank
St. Paul
10.2003 - 06.2010
  • Handled new loan setups, ensuring accuracy and efficiency.
  • Managed daily filing tasks, maintaining organized records.
  • Provided internal customer service, resolving inquiries promptly.

Bondholder Processing

US Bank
St. Paul
01.2003 - 10.2003
  • Updated BondMaster with redemption details, ensuring accurate data for financial analysts.
  • Communicated effectively with vendors to keep secondary bond market informed of changes.
  • Monitored and improved direct mailing processes, enhancing outreach to bondholders.
  • Resolved discrepancies in redemption notifications, maintaining strong client relationships.
  • Led cross-training during system conversion, boosting team adaptability and efficiency.

Skills

  • Customer service and support
  • Issue resolution
  • Process improvement
  • Client communication
  • Team leadership
  • Relationship management
  • Compliance
  • Motivation
  • Risk management
  • Training and development
  • Problem-solving
  • Organizational skills
  • Project management

Professional References

  • Jarvis Beard, US Bank, 651-466-5159, Operations Manager
  • Tiffany Jeanson, US Bank, 651-466-5036, Trust Manager – Vice President
  • Scott Feit, US Bank, 651-466-5809, Operations Manager – Assistant Vice President
  • Dominic Metty, US Bank, 651-466-7488, RCA Professional – Assistant Vice President

Timeline

Client Services - Account Manager

US Bank
06.2017 - Current

Original Issuance Lead

US Bank
08.2016 - 06.2017

Original Issuance Analyst

US Bank
06.2010 - 08.2016

Original Issuance Processor

US Bank
10.2003 - 06.2010

Bondholder Processing

US Bank
01.2003 - 10.2003
Kenneth J. Jackson