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Trust Associate
Trust AssociateU.S. Bancorp • Gresham, OR, US
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Trust Associate

Trust Associate

U.S. Bancorp • Gresham, OR, US
9 days ago
Job type
  • Full-time
Job description

Job Title

Provides a broad variety of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client base where the bank is acting as trustee, agent or custodian. Provides high level customer service to clients and beneficiaries relating to these accounts. May collect and interpret data to produce reports; conduct or participate in special projects; and compose correspondence and other documentation as needed. Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of client relationship.

Basic Qualifications :

  • High school diploma or equivalent
  • Five or more years of client servicing experience or educational equivalent

Preferred Skills / Experience :

  • Advanced knowledge of products, services and solutions applicable to target market segment
  • Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
  • In-depth level of knowledge of fiduciary services and compliance / regulatory reporting
  • Thorough knowledge of operations area and responsibilities
  • Strong analytical skills with emphasis in investment analysis and instruments
  • Strong verbal and written communication skills
  • Excellent client servicing skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint
  • 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
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable 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 E-Verify program.

    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 : $27.50 - $36.68

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    Trust Associate • Gresham, OR, US

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