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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

We are seeking a highly skilled Personal Trust Onboarding Specialist to join our organization. If you hold or are working toward a Professional Designation such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP), we'd love to connect with you.

Job highlights:

+ Responsible for new account onboarding of Trust and Estate accounts for Personal Trust.

+ Accountable for coordinating with key stakeholders across a spectrum of departments and business lines in Personal Trust to ensure that the appropriate account documentation and client information is obtained, in accordance with regulations (AML, CIP, KYC, DOL, Fiduciary Rules), bank policies and procedures while providing best in class service.

+ Must be well versed in reading and interpreting estate planning documents and trust agreements.

+ This includes product specialty knowledge and expertise (such as Account Fees, IRAs, Custody, Agency, Entity, Charitable, Trusts, Estates, etc.).

+ Other responsibilities may include reporting, projects, quality review and miscellaneous tasks associated with the role.

The skills and experience we're looking forward in discussing with you are:

- Holds or working towards a Professional Designation such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP)

- Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts

- Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements

- Expert knowledge of departmental operations/policies and Personal Trust products

_The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days._

Basic Qualifications

- Five years or more of related experience

Preferred Skills/Experience

- Bachelor's degree

- An advanced degree may be considered towards years of experience

- Seven or more years of experience in Trust administration, an advances degree may be considered towards years of experience

- Holds or working towards a Professional Designation such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP)

- Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)

- Ability to multitask and meet established deadlines in a dynamic work environment

- Exhibits analytical, problem-solving, decision-making, and organizational skills

- Exhibits customer relation skills, interpersonal, and verbal and written communication skills

- Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients

- Proficient in Microsoft Office applications, preferably Excel

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ 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

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The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 - $111,760.00

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.