Senior Trust Officer

US Bank; Vancouver (WA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Pregnancy & parental leave

401(k) retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced Trust Officer to administer fiduciary accounts with accuracy and prudent judgment. You will engage clients, beneficiaries and internal partners to understand needs, resolve issues, and support service delivery.

The role may include estate, IRA and other fiduciary responsibilities within Wealth Management. You will work in a client-facing capacity, applying regulatory compliance, risk assessment and fiduciary expertise to ensure high quality outcomes and accounts

Qualifications

• Bachelor's degree required.
• 10+ years of experience in Trust administration.
• A Professional Designation is required (CTFA, CFP, JD, CPA or equivalent).
• Advanced knowledge of fiduciary principles and trust accounting.

Responsibilities

• Administer and manage fiduciary accounts with accuracy and sound judgment.
• Engage with clients, beneficiaries and internal partners to resolve issues and support service delivery.
• Provide fiduciary oversight and escalate complex matters as needed.

Skills

Analytical skills

Problem solving

Communication skills

Written and spoken communication

Presentation skills

Risk assessment

Fiduciary principles

Education

Bachelor's degree

Professional designation (CTFA/CFP/JD/CPA)

Job description

Job Description

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 degree
• 10 or more years of experience in Trust administration
• A Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program

Desired Qualifications

• Advanced Degree
• Working towards a Professional Designation, such as a CTFA, CFP, or other relevant professional designations
• Commanding 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 requirements
• Ability 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 responsibilities
• Strong analytical, problem-solving, communication, writing, speaking, and presentation skills
• Makes well-reasoned decisions independently, supported by sound fiduciary principles, risk assessment, and appropriate escalation or consultation when required
• Balances competing priorities while maintaining focus on client outcomes, service quality, risk mitigation, and regulatory compliance
• Delivers a consistently high level of service to clients, beneficiaries, and internal partners

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.

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 .

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, inclu