Senior Wealth Trust Officer - Fiduciary Client Advocate

U.S. Bank; Minneapolis (MN); On-site; USD 98,000 - 120,000; Full time

Benefits offered by this job

Healthcare

Retirement plan (401k)

Paid vacation

Holiday time

Adoption assistance

Sick leave

Job summary

U.S. Bank in Minneapolis is seeking a Trust Officer to manage a portfolio of fiduciary relationships, including trusts, estates, IRAs, and related accounts.

This client-facing role requires fiduciary judgment, strong relationship management, and navigation of legal, tax, and regulatory matters. As part of Wealth Management, you will collaborate with Portfolio Managers, trust associates, tax and legal professionals, and operations teams to deliver coordinated fiduciary solutions and ensure a

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• Five or more years of experience in trust administration, fiduciary services, wealth management, estate administration, or a closely related field.
• Demonstrated knowledge of fiduciary administration, governing-document interpretation, trust products and services, fiduciary risk, and applicable banking and regulatory responsibilities.
• Ability to foster a high-performing client focused culture.
• Demonstrated judgment and experience resolving client, beneficiary, administrative, operational, or risk matters through coordinated decision-making and clear documentation.
• Solid written and verbal communication, collaboration, analytical, critical-thinking, problem-solving and relational skills.

Responsibilities

• Trust Administration: Manage assigned trust and investment accounts by following the trust documents, applicable laws, fiduciary standards, bank policies, and regulatory requirements.
• Client and Beneficiary Service: Support positive relationships with clients and beneficiaries, communicate clearly and promptly, respond to routine questions and provide accurate information.
• Complex Matters: Identify complex or sensitive issues and seek appropriate guidance when necessary. Work with the appropriate partners and clearly document the issue, actions taken, and outcome.
• Risk and Compliance: Watch for possible risks or errors, report concerns promptly and keep clear and accurate records.
• Client Retention and Growth: Provide reliable service that helps maintain client relationships. Listen for additional client needs, share possible opportunities with the appropriate team members, and support referrals and new business activities.
• Teamwork and Coordination: Work with team members and other partners to meet client needs. Share information, and complete assigned tasks.
• Records and System Updates: Keep account records accurate, complete, and up to date. Enter required information and complete reviews, requests, and correspondence promptly.
• Team and Business Support: Take part in team meetings, share information about Wealth Trust Services, and work with partners across Wealth Management. Represent the team professionally in everyday interactions and at events.

Skills

Trust administration

Fiduciary services

Relationship management

Communication

Education

Bachelor's degree or equivalent

Advanced degree preferred

Job description

U.S. Bank in Minneapolis is seeking a Trust Officer to manage a portfolio of fiduciary relationships, including trusts, estates, IRAs, and related accounts.

This client-facing role requires fiduciary judgment, strong relationship management, and navigation of legal, tax, and regulatory matters. As part of Wealth Management, you will collaborate with Portfolio Managers, trust associates, tax and legal professionals, and operations teams to deliver coordinated fiduciary solutions and ensure a