Wealth Management Trust Specialist - Remote/St. Paul, MN
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 Location Details: This is a remote position open to candidates living in or near St. Paul, MN with approximately 1 week every 4-5 weeks required in-office. The Trust Concierge Team provides high quality customer service by responding to telephone inquiries, requests, and problems for an affluent client base where the bank is acting as trustee, agent or custodian. Resolves problems and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated authority levels. This position is generally the first point of contact for clients being serviced by an administrative team. This position also performs wire callbacks to prevent fraud and assure wire accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee requests and applies them as needed. This duty requires the agent to work in office for a week at a time approximately every 4-5 weeks otherwise this position is home-based.
Requirements
- Associate's degree, or equivalent work experience
- Two to five years of experience in client/customer service, and fiduciary activities
Nice To Haves
- Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust services
- Thorough knowledge of fiduciary services and compliance/regulatory reporting
- Thorough knowledge of systems and procedures, as well as operations areas and responsibilities
- Strong problem-solving and negotiation skills as well as the ability to handle basic to difficult customer calls
- Proven commitment to high quality customer service
- Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
- Excellent interpersonal, verbal and written communication skills
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
