U.S. Bank

Trust and Estate Onboarding Specialist – Operations

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Cincinnati • Arizona • Minnesota • United States

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Salary

💰 $86,360 - $101,600 per year

About the role

  • Play a key role in the new account onboarding process for Trust and Estate accounts within Personal Trust.
  • Act as a trusted partner across the business and collaborate with stakeholders from multiple departments.
  • Ensure all account documentation and client information is complete, accurate, and compliant.
  • Coordinate with cross‑functional partners to onboard new Trust and Estate accounts efficiently and accurately.
  • Ensure compliance with all applicable regulations and requirements, including AML, CIP, KYC, DOL, and Fiduciary Rules, as well as bank policies and procedures.
  • Review, interpret, and apply estate planning documents and trust agreements.
  • Apply product‑specific expertise across a range of offerings, including Account Fees, IRAs, Custody, Agency, Entity, Charitable, Trust, and Estate accounts.
  • Support additional responsibilities such as reporting, projects, quality reviews, and other operational initiatives as needed.

Requirements

  • Five years or more of related experience
  • Bachelor's degree
  • Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
  • Ability to multitask and meet established deadlines in a dynamic work environment
  • Exhibits analytical, problem-solving, decision-making, and organizational skills
  • Exhibits customer relation skills, interpersonal, and verbal and written communication skills
  • Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
  • Proficient in Microsoft Office applications, preferably Excel
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account onboardingcomplianceestate planningtrust agreementsregulatory knowledgeanalytical skillsproblem-solvingdecision-makingorganizational skillscustody operational functions
Soft Skills
customer relation skillsinterpersonal skillsverbal communicationwritten communicationmultitaskingdeadline management
Certifications
Bachelor's degree