Senior Trust Officer Job at U.S. Bank, Washington DC

  • U.S. Bank
  • Washington DC

Job Description

Trust OfficerAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Responsible for administering, servicing, and managing risk for assigned fiduciary accounts in accordance with governing documents, state statutes, U.S. Bank policies and procedures, and applicable corporate and regulatory compliance standards. This is a client-facing role in which high-quality client service, communication, and relationship support are critical to effective account administration and retention. Trust Officers engage directly with clients, beneficiaries, and internal partners to understand needs, resolve issues, support service delivery, and ensure accounts are administered with accuracy, sound judgment, and appropriate fiduciary oversight. This role may also include relationship management responsibilities and/or specialized product expertise in areas such as IRAs, charitable and philanthropic accounts, ILITs, estates, and other fiduciary solutions. Trust Officers often work as part of a team of experts, with responsibilities assigned based on account complexity and client needs, and must maintain a strong understanding of Wealth Management products and services to support meaningful client outcomes.Required Qualifications:Bachelor's degree10 or more years of experience in Trust administrationA Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School ProgramDesired Qualifications:Advanced DegreeWorking towards a Professional Designation, such as a CTFA, CFP, or other relevant professional designationsCommanding knowledge of planning and fiduciary principles, including income, estate and multi-generational taxation and trusts, fiduciary law, tax implications and practices across multiple jurisdictions, trust accounting and reporting, and other regulatory compliance requirementsAbility to manage activities related to estate and trust administration, including account openings, effective reporting, oversight of third-party providers, appropriate fee accruals, and related administrative responsibilitiesStrong analytical, problem-solving, communication, writing, speaking, and presentation skillsMakes well-reasoned decisions independently, supported by sound fiduciary principles, risk assessment, and appropriate escalation or consultation when requiredBalances competing priorities while maintaining focus on client outcomes, service quality, risk mitigation, and regulatory complianceDelivers a consistently high level of service to clients, beneficiaries, and internal partnersOur 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:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.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.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: $126,810.00 - 154,990.00

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