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
Join our team as a Corporate Trust Specialist, where you will analyze and interpret key documents to ensure accurate account setup across systems. You will partner with internal teams, underwriters, and legal contacts to support smooth bond closings and coordinate the movement of assets. In this role, you will also help track critical trustee functions and provide responsive support for post-closing account maintenance. This is a great opportunity for someone who is detail-oriented, collaborative, and eager to grow their knowledge of corporate trust and financial services.
Job Description:
Analyzes, extracts and interprets data and information from corporate trust source documents in order to establish accurate account set-ups on all appropriate bank systems.
Identifies, formulates and inputs tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions that are vital to the risk mitigation of the division.
Interacts with Account Manager, Relationship Specialist, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings.
Interacts with appropriate units related to critical reporting.
Provides responsive and appropriate service regarding all aspects of post-closing account maintenance and special projects related to ongoing client and team support.
Basic Qualifications:
Associate's degree, or equivalent work experience
Six or more years of relevant experience
Preferred Skills/Experience:
Ability to determine information needs and extract required information from multiple source documents
Strong data entry skills, reading and comprehension skills
Proven customer service skills
Thorough knowledge of various corporate trust products
Thorough knowledge of tax control issues and credit enhancements
Good understanding of the typical legal agreements and duties related to corporate trust products
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Experience in SEI, Bondmaster, and/or Tickler Monitoring System systems preferred
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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:
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 (https://careers.usbank.com/global/en/benefits/us) .
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.
