Trust & Probate Specialist

US BankIrvine, CA
276d$124,355 - $160,930

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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. The position involves reviewing and interpreting trust agreements, wills, and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. It requires coordinating information between clients, external attorneys, and internal specialists to ensure accurate, timely, and efficient estate settlement. The role also involves administering accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

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