WM Trust Officer

U.S. Bank; Gresham (OR); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Trust Officer to administer, service and manage risk for fiduciary accounts in a client-facing role within Wealth Management.

You will engage with clients, beneficiaries, and internal partners to understand needs, resolve issues, and ensure accurate fiduciary oversight. The role requires a Bachelor's degree and 5+ years of trust administration experience, with advanced degrees and professional designations encouraged.

Qualifications

• Bachelor's degree in a relevant field.
• Five or more years of experience in Trust administration.
• Advanced degree preferred.
• CTFA/CFP or other professional designations encouraged.
• Knowledge of planning and fiduciary principles, including estate/tax aspects across jurisdictions.

Responsibilities

• Administer, service, and manage risk for assigned fiduciary accounts with accuracy and regulatory compliance.
• Interact with clients, beneficiaries and internal partners to understand needs, resolve issues, and support service delivery.
• Assist with fiduciary oversight, including reporting, account openings, and coordination with third-party providers.

Skills

Analytical skills

Communication

Presentation

Writing

Problem-solving

Education

Bachelor's degree

Advanced degree

CTFA/CFP designation

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

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
• Five or more years of experience in Trust administration

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

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

• 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.

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: $86,310.00 - 105,490.00

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.