WM Trust Officer

US Bank; Gresham (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Short-term and long-term disability

Pension and 401(k) retirement plan

Paid vacation

Job summary

U.S. Bank seeks a Trust Officer to administer, service and manage fiduciary accounts in line with governing documents and regulatory standards.

This client-facing role emphasizes high-quality service, effective communication, and strong fiduciary judgment across estates and trusts. The position requires a Bachelor's degree and at least five years of experience in trust administration, with advanced designations encouraged.

Qualifications

• Bachelor's degree required.
• Five or more years of experience in Trust administration required.

Responsibilities

• Administer, service and manage risk for fiduciary accounts in accordance with governing documents and regulatory standards.
• Engage with clients, beneficiaries and internal partners to understand needs, resolve issues and support service delivery.
• Maintain fiduciary oversight and apply wealth management knowledge to complex estates and trusts.
• Coordinate with team members to ensure accurate reporting and compliant account administration.

Skills

Trust administration

Client service

Relationship management

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

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

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

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 .

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 requiremen