PTGA5 - WM Senior Trust Officer 1
Company: U.S. Bank
Location: Lisle
Posted on: January 27, 2023
Job Description:
At U.S. Bank, we're passionate about helping customers and the
communities where we live and work. The fifth-largest bank in the
United States, were one of the country's most respected, innovative
and successful financial institutions. 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.Job
DescriptionResponsible for the administration, risk management and
servicing of assigned fiduciary and investment management accounts.
May include Relationship Management responsibilities as well as
product specialty knowledge and expertise (such as IRAs,
Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will
likely work as part of a team of experts administering accounts
where tasks are assigned based on complexity. Accountable for
servicing and retention of existing accounts. Administers accounts
in a manner which ensures compliance with the governing documents,
state statutes and U.S. Bank policies and procedures. Responsible
for meeting all corporate and regulatory compliance standards.Basic
Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience in Trust administration
- Professional Designation is required and may include, but is
not limited to: CTFA, CFP, JD, CPA and/or Graduate of National
Trust School ProgramPreferred Skills/Experience
- Advanced knowledge of estate settlement, income, estate and
multi-generational taxation and trusts
- Thorough knowledge of fiduciary law, tax implications and
practices in multiple jurisdictions, trust accounting/reporting,
and other regulatory compliance requirements
- Basic project and information management skills
- Ability to identify and resolve complex problems with minimal
guidance
- Ability to manage multiple tasks/projects and deadlines
simultaneously
- Excellent interpersonal, verbal and communication skills
- Well-developed customer service/relations skillsIf theres
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)
.Learn how the way we work at U.S. Bank
(https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf)
drives meaningful relationships with our customers and
collaboration across the company.Benefits:Take care of yourself and
your family with U.S. Bank employee benefits. We know that healthy
employees are happy employees, and we believe that work/life
balance should be easy to achieve. That's why we share the cost of
benefits and offer a variety of programs, resources and support you
need to bring your full self to work and stay present and committed
to the people who matter most - your family.Learn all about U.S.
Bank employee benefits, including tuition reimbursement, retirement
plans and more, by visiting careers.usbank.com
(https://careers.usbank.com/global/en/benefits) .EEO is the
LawApplicants can learn more about the companys status as an equal
opportunity employer by viewing the federal EEO is the Law
(https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
poster.E-VerifyU.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
(https://careers.usbank.com/verification-of-eligibility-for-employment)
.Due to legal requirements, U.S. Bank requires that the successful
candidate hired for some positions be fully-vaccinated for
COVID-19, absent being granted an accommodation due to a medical
condition, pregnancy, or sincerely held religious belief or other
legally required exemption. For these positions, as part of the
conditional offer of employment, the successful candidate will be
asked to provide proof of vaccination or approval for an
accommodation or exemption upon hire.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.
Keywords: U.S. Bank, Chicago , PTGA5 - WM Senior Trust Officer 1, Accounting, Auditing , Lisle, Illinois
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