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Wealth Management Trust Specialist - Remote/St.…
- US Bank (Minneapolis, MN)
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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
The Trust Concierge Team provides high quality customer service by responding to telephone inquiries, requests, and problems for an affluent client base where the bank is acting as trustee, agent or custodian. Resolves problems and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated authority levels.
This position is generally the first point of contact for clients being serviced by an administrative team. This position also performs wire callbacks to prevent fraud and assure wire accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee requests and applies them as needed. This duty requires the agent to work in office for a week at a time approximately every 4-5 weeks otherwise this position is home-based.
Provides high quality customer service by responding to telephone inquiries, requests and problems for an affluent client base where the bank is acting as trustee, agent or custodian. Resolves problems and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated authority levels.
Knowledgeable about trust related products and trust systems used. This position is generally the first point of contact for clients being serviced by an administrative team.
Basic Qualifications:
+ Associate's degree, or equivalent work experience
+ Two to five years of experience in client/customer service, and fiduciary activities
Preferred Skills/Experience:
+ Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust services
+ Thorough knowledge of fiduciary services and compliance/regulatory reporting
+ Thorough knowledge of systems and procedures, as well as operations areas and responsibilities
+ Strong problem-solving and negotiation skills as well as the ability to handle basic to difficult customer calls
+ Proven commitment to high quality customer service
+ Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
+ Excellent interpersonal, verbal and written communication skills
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
E-Verify
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: $20.87 - $27.84
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.
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