Personal Trust Account Closing Specialist; levels

Job Description

This requisition supports hiring across two teams within Personal Trust Account Closing. Qualified candidates may be considered for a range of similar roles and will be aligned to the opportunity that best matches their skills, experience, and overall fit. This role has multiple levels, grade level 09 and 10, open to candidates with two to five years of relevant experience. The successful candidate will be hired for the level of the position that aligns with their experience.

Join a collaborative operations team that supports the closing of Personal Trust accounts within Wealth, Corporate, Commercial, & Institutional Banking. In this role, you'll play a key part in ensuring account closures are completed accurately, efficiently, and in accordance with established procedures. Depending on business needs and experience, you may support different phases of the account‑closing process, from reviewing documentation and processing distributions to resolving outstanding account items and completing final closure activities.

• Reviewing account, trust, estate, and related documentation.
• Researching account activity and identifying items requiring additional review.
• Processing distributions and account transactions according to established procedures.
• Investigating discrepancies, exceptions, and outstanding account items.
• Reviewing dividends, interest payments, tax‑related matters, and other pending activities.
• Coordinating with trust officers and internal business partners to gather information and resolve issues.
• Applying critical thinking to determine appropriate next steps and ensure work is completed accurately.
• Managing multiple cases and priorities simultaneously while meeting service expectations.
• Monitoring work for accuracy, completeness, and compliance with operational requirements.
• Supporting the successful completion of account closures from initiation through final resolution.

• Associate’s degree, or equivalent work experience.
• Two or more years of relevant experience.

• Bachelor’s degree.
• Basic understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial, & Institutional Banking business lines and clients.
• Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s).
• Ability to multitask and meet established deadlines in a dynamic work environment.
• Demonstrated analytical, problem‑solving, decision‑making, and organizational skills.
• Effective customer relations, interpersonal, and verbal and written communication skills.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

5065 Wooster Rd Cincinnati, OH 45226

This role requires working from the above U.S. Bank location three (3) or more days per week.

• 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.

Pay Range: $22.50 - $30.00