Wealth Management Trust Specialist

U.S. Bank • Washington, DC

1d • $23 - $30 • Onsite

About The Position

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.

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
• 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

Responsibilities

• Respond to telephone inquiries, requests, and problems for an affluent client base.
• Resolve problems and errors and process routine customer service requests.
• Ensure compliance with legal requirements and monitor risk within designated authority levels.
• Perform wire callbacks to prevent fraud and assure wire accuracy.
• Audit Medallion Signature Guarantee requests and apply them as needed.

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: Mid Level
• Education Level: Associate degree