WM Trust Officer
Listed on 2026-09-24
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Finance & Banking
Wealth Management
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Job Description Wealth Trust Services manages and serves trust relationships within the Affluent Segment. Wealth Trust Services is seeking a Senior Trust Officer responsible for managing trust and investment accounts. The Senior Trust Officer is responsible for administering, servicing, and managing risk for a portfolio of fiduciary relationships in accordance with governing documents, applicable law, U.S. Bank policies and procedures, and corporate and regulatory requirements.
Assigned relationships may include revocable and irrevocable trusts, charitable trusts, special needs trusts, estates, agencies, custodial accounts, IRAs, and other fiduciary or investment accounts. This is a client-facing role requiring strong fiduciary judgment, relationship management skills, and the ability to navigate complex administrative, legal, tax, operational, and client service matters. The Senior Trust Officer serves as the primary point of contact for clients, beneficiaries, attorneys, advisors, and internal partners, ensuring relationships are administered accurately, consistently, and in alignment with fiduciary obligations and client objectives.
The Senior Trust Officer is responsible for interpreting governing documents, evaluating discretionary requests, identifying and resolving fiduciary risks, coordinating specialized resources, and driving solutions for complex administrative issues. The role requires sound decision-making, effective communication, and the ability to balance client experience, regulatory requirements, operational discipline, and risk management. Senior Trust Officers work within a team-based service model, partnering closely with Portfolio Managers, Trust Associates, specialty asset teams, tax professionals, legal partners, operations teams, financial advisors, bankers, and other Wealth Management professionals to deliver integrated fiduciary solutions and a consistent client experience.
The Senior Trust Officer supports relationship retention and growth by maintaining strong client and beneficiary relationships, identifying opportunities to deepen existing relationships, supporting referrals and new business activities, participating in account acceptance and transition discussions, and ensuring high-quality service delivery throughout the client lifecycle. The role also requires maintaining accurate documentation, timely system updates, data integrity, and adherence to established controls and procedures.
Senior Trust Officers are expected to identify emerging fiduciary, operational, financial, and reputational risks; elevate concerns appropriately; and contribute to process improvements, technology initiatives, and business continuity efforts that enhance the effectiveness and scalability of the trust administration platform.
- Fiduciary Administration:
Administer assigned fiduciary and investment relationships in accordance with governing documents, applicable law, fiduciary standards, bank policies, and regulatory requirements. Exercise sound judgment in the interpretation and application of trust provisions and fiduciary responsibilities. - Client and Beneficiary
Experience:
Develop and maintain strong relationships…
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