US Bank Wealth Management Trust Officer - Milwaukee 

United States, Wisconsin, Milwaukee 

723001404

Job Description

As a Wealth Management Trust Officer you will be responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.As such, the job functions are guided by our Standards of Excellence:

Trust Officer Excellence

Interpret documents while applying fiduciary principles and trust laws together with internal policies and procedures to properly administer accounts.

Understand and apply varying state trust statutes as appropriate.

Manage risk within the framework of potentially conflicting interests.

Research varying degrees of complex fiduciary issues, leveraging appropriate resources when needed.

Demonstrate command of trust accounting systems and all ancillary computer systems and programs.

Service Excellence

Anticipate client needs.

Take ownership and is accountable for task and issue resolution in a timely manner.

Display the ability to prioritize tasks and is consistently responsive to all inquiries.

Create and inspire confidence and trust with internal partners, beneficiaries and centers of influence.

Commit to continued education.

Adopt a service mentality.

Escalate issues as appropriate while actively advancing her/his job knowledge.

Communication Excellence

Display professional communication skills with clear and concise writing, good interpersonal demeanor and active listening.

Manage conflict with tact and diplomacy.

Reinforce credibility and confidence in all communication.

Decision Making Excellence

Demonstrate diligence and circumspect thoroughness in situational analysis and administrative duties.

Engage appropriate supervisory guidance depending upon the risk and complexity of each case.

Anticipate imminent issues and events affecting account administration.

Organizational Excellence

Prioritize tasks and carefully plan the day to ensure the workload progresses in an orderly fashion and every task is completed timely.

Demonstrate the discipline to meet deadlines, be on time and perform the work with accuracy and efficiency.

- Bachelor's degree, or equivalent work experience
- Seven or more years of experience in Trust administration
- An advanced degree may be considered towards years of experience
- Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
- Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
- Ability to identify and resolve complex problems with minimal guidance
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Effective interpersonal, verbal and communication skills- Working towards a Professional Designation such as a CTFA or a CFP

Hybrid/flexible schedule:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• 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

EEO is the Law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 - $111,760.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.