[Hiring] Wealth Management Trust Specialist @U.S. Bank

Role Description

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. Responsibilities include:

• Resolving problems and errors.
• Processing routine customer service requests.
• Ensuring compliance with legal requirements and monitoring risk within designated authority levels.
• Serving as the first point of contact for clients serviced by an administrative team.
• Performing wire callbacks to prevent fraud and assure wire accuracy for WM Banking and Trust departments.
• Auditing Medallion Signature Guarantee requests and applying them as needed.

Qualifications

• Associate's degree, or equivalent work experience.
• Two to five years of experience in client/customer service, and fiduciary activities.

Requirements

• 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 client assistance while maintaining high customer service levels.
• Excellent interpersonal, verbal and written communication skills.

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.