Onboarding and Support Specialist 1

U.S. BankDenver, CO
Hybrid

About The Position

Join our team as a Corporate Trust Specialist, where you will analyze and interpret key documents to ensure accurate account setup across systems. You will partner with internal teams, underwriters, and legal contacts to support smooth bond closings and coordinate the movement of assets. In this role, you will also help track critical trustee functions and provide responsive support for post-closing account maintenance. This is a great opportunity for someone who is detail-oriented, collaborative, and eager to grow their knowledge of corporate trust and financial services.

Requirements

  • Associate's degree, or equivalent work experience
  • Six or more years of relevant experience
  • Ability to determine information needs and extract required information from multiple source documents
  • Strong data entry skills, reading and comprehension skills
  • Proven customer service skills
  • Thorough knowledge of various corporate trust products
  • Thorough knowledge of tax control issues and credit enhancements
  • Good understanding of the typical legal agreements and duties related to corporate trust products
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Nice To Haves

  • Experience in SEI, Bondmaster, and/or Tickler Monitoring System systems preferred

Responsibilities

  • Analyzes, extracts and interprets data and information from corporate trust source documents in order to establish accurate account set-ups on all appropriate bank systems.
  • Identifies, formulates and inputs tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions that are vital to the risk mitigation of the division.
  • Interacts with Account Manager, Relationship Specialist, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings.
  • Interacts with appropriate units related to critical reporting.
  • Provides responsive and appropriate service regarding all aspects of post-closing account maintenance and special projects related to ongoing client and team support.

Benefits

  • 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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