Trust and Estate Onboarding Specialist

U.S. Bank

Trust and Estate Onboarding Specialist at U.S. Bank coordinating onboarding of trust and estate accounts.

Posted 5/19/2026full-timeCincinnati • Arizona, Minnesota, Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $86,360 - $101,600 per yearWebsite

About the role

Key responsibilities & impact

Coordinate the onboarding of trust and estate accounts end-to-end
Gather and validate required documentation and client/account information
Coordinate with key internal partners across Personal Trust and related departments
Ensure onboarding activities align with bank policies, procedures, and compliance requirements
Provide operational support and clear updates to internal partners throughout the onboarding process
Lead onboarding calls with internal partners as you progress in training

Requirements

What you’ll need

Five years or more of related experience
Bachelor's degree (preferred)
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
Ability to work collaboratively with others
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, Corporate, Commercial & Institutional Banking business lines and clients
Proficient in Microsoft Office applications, preferably Excel.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

custody operational functionsregulatory principlesaccounting principlesmultitaskinganalytical skillsproblem-solving skillsdecision-making skillsorganizational skills

Soft Skills

customer relation skillsinterpersonal skillsverbal communication skillswritten communication skillscollaborative work

Certifications

Bachelor's degree