Trust Associate

U.S. Bank • Gresham, OR

1d • $28 - $37

About The Position

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.

Requirements

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

Nice To Haves

• Advanced knowledge of products, services and solutions applicable to target market segment
• Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
• In-depth level of knowledge of fiduciary services and compliance/regulatory reporting
• Thorough knowledge of operations area and responsibilities
• Strong 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

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees