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Form of workAt 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
This role is for new account onboarding in 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. This includes product specialty knowledge and expertise (such as Account Fee's, IRAs, Custody, Agency, Entity, Charitable, Estates, etc.). Other responsibilities may include reporting, projects, quality review and miscellaneous tasks associated with the role.
Required Qualifications
- Self-starter/Motivated
- Bachelor's degree OR equivalent work experience
- Five or more years of experience in Personal Trust administration
- Ability to manage multiple tasks/projects and deadlines simultaneously/ Excellent time management.
- Effective interpersonal, verbal and communication skills
Preferred Qualifications:
- Bachelor's degree
- Have or working towards a Professional Designation such as a CTFA or a CFP
- Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
- Ability to identify and resolve complex problems with minimal guidance
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.
Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
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
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $79,135.00 - $93,100.00 - $102,410.00
