WM Trust Associate

U.S. Bank • Torrance, CA • 2h ago

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

Provides a broad variety of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client base where the bank is acting as trustee, agent or custodian. Provides high level customer service to clients and beneficiaries relating to these accounts. May collect and interpret data to produce reports; conduct or participate in special projects; and compose correspondence and other documentation as needed. Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of client relationship.

Basic Qualifications:

High school diploma or equivalent

Five or more years of client servicing experience or educational equivalent

Preferred Skills/Experience:

Bachelor's Degree preferred

Knowledge of products, services and solutions applicable to target market segment

Experience in personal trust administration, fiduciary regulations, and trust services

Knowledge of fiduciary services and compliance/regulatory reporting

Knowledge of operations area and responsibilities

Strong verbal and written communication skills

Excellent client servicing skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint

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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

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 (some may vary based on role, location or hours):

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

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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .

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: $29.23 - $38.94

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.

Similar Jobs

Medical Assistant (bilingual)

Kaiser Permanente • Anaheim, CA • 59min ago

Hospital & Medical

Job Summary: Under direct supervision and within established scope of practice, assists in the provision of direct patient care by performing routine patient care procedures, technical, and supportive functions in a medi...

59min ago

Go to Apply

REGIONAL OPERATIONS MANAGER, PARKS AND RECREATION (CHIEF OF DEVELOPMENT)

The County of Los Angeles • Los Angeles, CA • 1h ago

Management & Administrative

REGIONAL OPERATIONS MANAGER, PARKS AND RECREATION (CHIEF OF DEVELOPMENT) Print ( https://www.governmentjobs.com/careers/lacounty/jobs/newprint/5149633 ) ? REGIONAL OPERATIONS MANAGER, PARKS AND RECREATION (CHIEF OF DEVEL...

1h ago

Go to Apply

RN Medical-Surgical

Amergis • Torrance, CA • 1h ago

Hospital & Medical

Amergis Healthcare Staffing is seeking a Medical/Surgical Registered Nurse to assume responsibility and accountability for the application of the nursing process and the delivery of patient care. The nurse demonstrates a...

1h ago

Go to Apply

Medical Office Representative

Providence • Fullerton, CA • 1h ago

Hospital & Medical

Description This position functions as an interface with patients, physicians, staff and is responsible for handles all incoming calls screening, transferring, and answering appropriately, timely, and efficiently. Takes...

1h ago

Go to Apply

Industry Executive-Government Banking-Executive Director

JPMorgan Chase • Los Angeles, CA • 2h ago

Finance, Accounting & Banking

You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Government Banking Relationship Executive is for you. As a Government Banking Relationship...

2h ago

Go to Apply

CDL Truck Driver

WM • Carson, CA • 2h ago

Trucking & Construction

What is the value of a WM job? The value of a WM job is more than a paycheck . It's a way to create opportunities for you and your family. We Are Stable: Our WM team is home every day, and our team members perform essent...

2h ago

Go to Apply

Security Guard - Armed Patrol Bank

Allied Universal • Culver City, CA • 2h ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

2h ago

Go to Apply