Wealth Management Trust Specialist

🔥 19 hours ago

🏄 California, Colorado, +3 more states – Remote

🏄 California – Remote ⛰️ Colorado – Remote 🌽 Illinois – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $22 - $30 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

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U.S. Bank

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1863

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

U. S. Bank is a major financial services institution headquartered in the United States, providing a wide range of banking and financial products to individuals and businesses. The bank offers services in retail banking, corporate banking, wealth management, credit underwriting, and investment management. With a commitment to diversity, equity, and inclusion, U. S. Bank emphasizes the importance of culture and values, offering career growth opportunities and supporting the health and wellness of its employees. U. S. Bank engages with communities and provides educational resources to enhance financial literacy. As a member of the FDIC, it ensures the security of its deposit products, although investment and insurance products are not FDIC insured and may lose value.

📋 Description

• Provides high quality customer service by responding to telephone inquiries, requests, and problems for an affluent client base where the bank is acting as trustee, agent or custodian. • Resolves problems and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated authority levels. • Generally the first point of contact for clients being serviced by an administrative team. • Performs Medallion Signature Guarantee and wire callbacks to prevent fraud and assure wire accuracy.

🎯 Requirements

• Associate's degree, or equivalent work experience • Two to five years of experience in client/customer service, and fiduciary activities • Thorough knowledge of personal trust administration, fiduciary regulations, and trust services • Thorough knowledge of fiduciary services and compliance/regulatory reporting • Thorough knowledge of systems and procedures, as well as operations areas and responsibilities • Strong problem-solving and negotiation skills as well as the ability to handle basic to difficult customer calls • Proven commitment to high quality customer service • Strong time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service • Excellent interpersonal, verbal and written communication skills

🏖️ 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