Senior Trust Officer

About the role

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 client‑facing role requires high‑quality client service, communication, and relationship support to ensure 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. The role may also include relationship‑management responsibilities and 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.

Responsibilities

• Administer, service, and manage risk for assigned fiduciary accounts in compliance with governing documents, statutes, and U.S. Bank policies.
• Provide high‑quality client service, communication, and relationship support to ensure effective account administration and retention.
• Engage directly with clients, beneficiaries, and internal partners to understand needs, resolve issues, and support service delivery.
• Maintain accurate fiduciary oversight and sound judgment in account administration.
• Manage relationship‑management duties and/or specialized product expertise (e.g., IRAs, charitable accounts, ILITs, estates).
• Collaborate with a team of experts, handling account complexity and client needs while staying knowledgeable about Wealth Management products and services.

Required Qualifications

• Bachelor’s degree
• 10 or more years of experience in trust administration
• A professional designation (e.g., CTFA, CFP, JD, CPA) or graduate of the National Trust School Program

Desired Qualifications

• Advanced degree
• Working towards a professional designation such as CTFA, CFP, or other relevant designations
• Commanding knowledge of planning and fiduciary principles, including income, estate and multi‑generational taxation, fiduciary law, tax implications across multiple jurisdictions, trust accounting and reporting, and regulatory compliance requirements
• Ability to manage estate and trust administration activities, including account openings, reporting, oversight of third‑party providers, fee accruals, and related administrative responsibilities
• Strong analytical, problem‑solving, communication, writing, speaking, and presentation skills
• Independent decision‑making supported by sound fiduciary principles, risk assessment, and appropriate escalation or consultation
• Ability to balance competing priorities while focusing on client outcomes, service quality, risk mitigation, and regulatory compliance
• Consistently high level of service delivery 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 (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)

Pay

Pay Range: $126,810.00 – $154,990.00 (actual range may vary by location)