Corporate Trust Relationship Specialist

U.S. Bank

Chicago (IL)

On-site

USD 87,000 - 102,000

Full time

12 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) and employer-funded retirement
Paid vacation & holidays

Job summary

U.S. Bank Global Corporate Trust Services is seeking a Corporate Trust Relationship Specialist 2 to serve as the primary service lead for CLO client relationships.

You will maintain strong client relationships through proactive communication, coordinate deliverables, and ensure adherence to service standards and controls. You will also lead client meetings, partner with internal stakeholders to drive timely execution, and coach junior team members while contributing to process improvements and

Qualifications

  • Bachelor’s degree or equivalent work experience required.
  • Three to five years of corporate trust and sales activities or related field.
  • Thorough knowledge of account management, trust operations, and legal regulations.
  • Strong project management and problem-solving skills.
  • Excellent interpersonal, verbal and written communications skills.

Skills

Account management
Trust operations
Legal regulations
Project management
Problem-solving
Interpersonal communication
Verbal communication
Written communication

Education

Bachelor’s degree

Job description

At 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.

Job Description

U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust services worldwide. Through 48 domestic offices and three international offices, we deliver trustee, agency, escrow, document custody, and money market issuing services to a diverse global client base.

The Corporate Trust Relationship Specialist 2 acts as the primary service lead for one or more CLO client relationships, serving as a trusted point of contact and ensuring the consistent delivery of high-quality service across the client portfolio. This role is responsible for maintaining strong client relationships through proactive communication, effective issue resolution, and coordination of operational activities and deliverables.

In addition, the Corporate Trust Relationship Specialist 2 leads client meetings and discussions, partners with internal stakeholders to drive timely and accurate execution of client deliverables, and promotes adherence to established service standards, operational controls, and departmental performance metrics. They monitor relationship health, identify potential risks or service gaps, and work proactively with management and business partners to address concerns before they impact the client experience.

This position also provides guidance and coaching to junior team members, supports training and knowledge sharing initiatives, and collaborates with leadership to improve processes, enhance operational efficiency, and strengthen overall client service delivery. Success in this role is measured through client satisfaction, service quality, responsiveness, accuracy of deliverables, adherence to operational standards, and the ability to foster productive long-term client relationships.

Basic Qualifications

  • Bachelor’s degree, or equivalent work experience

  • Three to five years of experience in corporate trust and sales activities or related field

Preferred Skills/Experience

  • Thorough knowledge of account management, trust operations, and legal regulations

  • Strong project management and problem-solving skills

  • Excellent interpersonal, verbal and written communications skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

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:

  • 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

Review our full benefits available by employment status here.

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.

E-Verify

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: $86,530.00 - $101,800.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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