Private Wealth Management Trust Associate - Sioux Falls, SD at US Bank National Association
Sioux Falls, SD 57104, USA -
Full Time


Start Date

Immediate

Expiry Date

15 Nov, 25

Salary

27.84

Posted On

15 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Powerpoint, Personal Trust Administration, Analytical Skills, Excel, Trust Services, Communication Skills, Fiduciary Services

Industry

Banking/Mortgage

Description

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

Provides a broad variety of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client base where the bank is acting as trustee, agent or custodian. Provides high level customer service to clients and beneficiaries relating to these accounts. May collect and interpret data to produce reports; conduct or participate in special projects; and compose correspondence and other documentation as needed. Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of client relationship.
Note: This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

Basic Qualifications

  • High school diploma or equivalent
  • Three or more years of client servicing experience or educational equivalent

Preferred Skills/Experience

  • Thorough knowledge of products, services and solutions applicable to target market segment
  • Thorough knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
  • Thorough level of knowledge of fiduciary services and compliance/regulatory reporting
  • Thorough knowledge of operations area and responsibilities
  • Good analytical skills with emphasis in investment analysis and instruments
  • Strong verbal and written communication skills
  • Excellent client servicing skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint

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.

Responsibilities
  • 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 la
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