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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge in personal trust administration and fiduciary regulations, ensuring compliance with legal requirements while providing exceptional client service. Proficient in data analysis and reporting, with strong communication skills to enhance client relationships and satisfaction.
Highest-signal resume keywords
Personal Trust AdministrationFiduciary RegulationsClient Servicing ExperienceAnalytical SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust ServicesCompliance ReportingInvestment AnalysisData InterpretationRisk Monitoring
Soft Skills
Verbal CommunicationWritten CommunicationClient Satisfaction Focus
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Trust AccountsFiduciary ServicesRegulatory ComplianceClient RetentionCustomer Service
About the role
Key responsibilities & impact- Provide administrative support services for clients in conjunction with Trust Administrators
- Participate in the efficient administration of trust accounts where the bank acts as trustee, agent, or custodian
- Provide high-level customer service to clients and beneficiaries
- Collect and interpret data to produce reports
- Conduct or participate in special projects
- Compose correspondence and other documentation
- Assist in account administration to ensure compliance with legal requirements
- Monitor risk within designated authority levels
- Identify potential problems, compliance issues, or fraud
- Maximize client satisfaction and encourage retention and expansion of client relationships
Requirements
What you’ll need- High school diploma or equivalent
- Five or more years of client servicing experience or educational equivalent
- Advanced knowledge of products, services and solutions applicable to target market segment
- Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
- In-depth level of knowledge of fiduciary services and compliance/regulatory reporting
- Thorough knowledge of operations area and responsibilities
- Strong analytical skills with emphasis in investment analysis and instruments
- Strong verbal and written communication skills
- Excellent client servicing skills
- Proficient computer navigation skills using Microsoft Office applications including Word, Excel and PowerPoint
- 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
Benefits
Comp & perks- 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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution
- Pension