WM Trust Officer
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to parse the posting.
Content:
- Intro paragraph: "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: list: -Bachelor’s degree -Five or more years of experience in Trust administration
- Desired Qualifications: list: -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: list: 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
- Pay Range: $86,310.00 - 105,490.00
- Additional paragraphs about background checks, EEO, etc. Those are boilerplate to remove. Also "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." That's accommodation statement, maybe keep? It's not boilerplate? It's about disability accommodation; but it's not EEO? Might be considered part of accommodations, but it's not a list. Could be kept as a short paragraph under maybe "Accommodations"? But not in allowed headings list. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodation statement might be considered part of EEO? It's about accommodations for disability. Might be considered EEO-related. Safer to remove it.
Also "Review our full benefits available by employment status here." That's a link instruction; remove.
Also "U.S. Bank is an equal opportunity employer..." remove.
Also "E-Verify U.S. Bank participates..." remove.
Also "The salary range reflects figures based on the primary location..." maybe keep? It's about pay range clarification. Could be part of Pay section.
Also "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)." That's benefits info; could be included in Benefits.
Also "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's EEO/background; remove.
Also "U.S. Bank conducts background checks consistent with applicable local laws..." remove.
Also "U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA)." remove.
Also "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." remove.
Also "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." remove.
Also "Posting may be closed earlier due to high volume of applicants." remove.
Thus we keep:
- Intro paragraph (maybe as "About the role" or "About U.S. Bank"? The instruction says use headings like About the role, Responsibilities, etc. The intro is about the company and career opportunities; could be "About the role" or "About U.S. Bank". Since they said "About the role" as example, we can use that.
- Job Description: could be under "Responsibilities". The job description paragraph includes responsibilities. So we can put that under
Responsibilities
with .
- Required Qualifications: could be under "Requirements" or "Qualifications". The instruction includes Requirements, Qualifications, Skills. We have Required Qualifications and Desired Qualifications. Could combine into "Qualifications" with two sublists? But we must not create thin sections. Perhaps we can have a single "Qualifications" section with both required and desired as lists. Or we could split into "Required Qualifications" and "Desired Qualifications" but those are not in the allowed headings list; but we could still use them? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exclusive. So we could use other headings if needed, but better to stick to those. We have Required and Desired qualifications; we could put them under "Qualifications" with two subheadings? But we cannot add extra headings beyond ? The instruction didn't forbid other headings, but says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we could still use other headings but better to follow examples. We could combine required and desired into one list under Qualifications, but we need to differentiate? Could just list all items; but we might lose distinction. However we must preserve ALL substantive information; we can keep both required and desired as separate under same heading, maybe with a indicating which are required vs desired. That's acceptable.
- Skills: The desired qualifications include many skill items; we could also have a Skills section. But we already have qualifications covering skills. Might be thin to separate.
- Benefits: we have a Benefits section with list.
- Pay: we have Pay Range.
- Schedule: not mentioned; omit.
Thus sections: About the role (intro), Responsibilities (job description), Qualifications (required + desired), Benefits, Pay.
We must not include filler like "commensurate with experience". Not present.
Now format:
About the role
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.
Responsibilities
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.
Qualifications
Required:
- Bachelor’s degree
- Five or more years of experience in Trust administration
Desired:
- 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,
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the posting. Content: - Intro paragraph: "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: list: -Bachelor’s degree -Five or more years of experience in Trust administration - Desired Qualifications: list: -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: list: 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 - Pay Range: $86,310.00 - 105,490.00 - Additional paragraphs about background checks, EEO, etc. Those are boilerplate to remove. Also "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." That's accommodation statement, maybe keep? It's not boilerplate? It's about disability accommodation; but it's not EEO? Might be considered part of accommodations, but it's not a list. Could be kept as a short paragraph under maybe "Accommodations"? But not in allowed headings list. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodation statement might be considered part of EEO? It's about accommodations for disability. Might be considered EEO-related. Safer to remove it. Also "Review our full benefits available by employment status here." That's a link instruction; remove. Also "U.S. Bank is an equal opportunity employer..." remove. Also "E-Verify U.S. Bank participates..." remove. Also "The salary range reflects figures based on the primary location..." maybe keep? It's about pay range clarification. Could be part of Pay section. Also "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)." That's benefits info; could be included in Benefits. Also "U.S. Bank will consider qualified applicants with arrest or conviction records for employment." That's EEO/background; remove. Also "U.S. Bank conducts background checks consistent with applicable local laws..." remove. Also "U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA)." remove. Also "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." remove. Also "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." remove. Also "Posting may be closed earlier due to high volume of applicants." remove. Thus we keep: - Intro paragraph (maybe as "About the role" or "About U.S. Bank"? The instruction says use headings like About the role, Responsibilities, etc. The intro is about the company and career opportunities; could be "About the role" or "About U.S. Bank". Since they said "About the role" as example, we can use that. - Job Description: could be under "Responsibilities". The job description paragraph includes responsibilities. So we can put that under
Responsibilities
with. - Required Qualifications: could be under "Requirements" or "Qualifications". The instruction includes Requirements, Qualifications, Skills. We have Required Qualifications and Desired Qualifications. Could combine into "Qualifications" with two sublists? But we must not create thin sections. Perhaps we can have a single "Qualifications" section with both required and desired as lists. Or we could split into "Required Qualifications" and "Desired Qualifications" but those are not in the allowed headings list; but we could still use them? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not exclusive. So we could use other headings if needed, but better to stick to those. We have Required and Desired qualifications; we could put them under "Qualifications" with two subheadings? But we cannot add extra headings beyond ? The instruction didn't forbid other headings, but says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we could still use other headings but better to follow examples. We could combine required and desired into one list under Qualifications, but we need to differentiate? Could just list all items; but we might lose distinction. However we must preserve ALL substantive information; we can keep both required and desired as separate under same heading, maybe with a indicating which are required vs desired. That's acceptable.
- Skills: The desired qualifications include many skill items; we could also have a Skills section. But we already have qualifications covering skills. Might be thin to separate.
- Benefits: we have a Benefits section with list.
- Pay: we have Pay Range.
- Schedule: not mentioned; omit.
Thus sections: About the role (intro), Responsibilities (job description), Qualifications (required + desired), Benefits, Pay.
We must not include filler like "commensurate with experience". Not present.
Now format:
About the role
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.
Responsibilities
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.
Qualifications
Required:
- Bachelor’s degree
- Five or more years of experience in Trust administration
Desired:
- 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,
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we could still use other headings but better to follow examples. We could combine required and desired into one list under Qualifications, but we need to differentiate? Could just list all items; but we might lose distinction. However we must preserve ALL substantive information; we can keep both required and desired as separate under same heading, maybe with a indicating which are required vs desired. That's acceptable.
- Skills: The desired qualifications include many skill items; we could also have a Skills section. But we already have qualifications covering skills. Might be thin to separate.
- Benefits: we have a Benefits section with list.
- Pay: we have Pay Range.
- Schedule: not mentioned; omit.
Thus sections: About the role (intro), Responsibilities (job description), Qualifications (required + desired), Benefits, Pay.
We must not include filler like "commensurate with experience". Not present.
Now format:
About the role
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.
Responsibilities
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.
Qualifications
Required:
- Bachelor’s degree
- Five or more years of experience in Trust administration
Desired:
- 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,
indicating which are required vs desired. That's acceptable. - Skills: The desired qualifications include many skill items; we could also have a Skills section. But we already have qualifications covering skills. Might be thin to separate. - Benefits: we have a Benefits section with list. - Pay: we have Pay Range. - Schedule: not mentioned; omit. Thus sections: About the role (intro), Responsibilities (job description), Qualifications (required + desired), Benefits, Pay. We must not include filler like "commensurate with experience". Not present. Now format:
About the role
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.
Responsibilities
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.
Qualifications
Required:
- Bachelor’s degree
- Five or more years of experience in Trust administration
Desired:
- 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,