Onboarding and Support Specialist

Job Description

Join our team as a Corporate Trust Specialist, where you will analyze and interpret key documents to ensure accurate account setup across systems. You will partner with internal teams, underwriters, and legal contacts to support smooth bond closings and coordinate the movement of assets. In this role, you will also help track critical trustee functions and provide responsive support for post-closing account maintenance.

This is a great opportunity for someone who is detail-oriented, collaborative, and eager to grow their knowledge of corporate trust and financial services.

• Analyze, extract and interpret data and information from corporate trust source documents to establish accurate account set-ups on all appropriate bank systems.
• Identify, formulate and input tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions that are vital to the risk mitigation of the division.
• Interact with Account Manager, Relationship Specialist, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings.
• Interact with appropriate units related to critical reporting.
• Provide responsive and appropriate service regarding all aspects of post-closing account maintenance and special projects related to ongoing client and team support.

• Associate's degree, or equivalent work experience.
• Six or more years of relevant experience.

• Ability to determine information needs and extract required information from multiple source documents.
• Strong data entry skills, reading and comprehension skills.
• Proven customer service skills.
• Thorough knowledge of various corporate trust products.
• Thorough knowledge of tax control issues and credit enhancements.
• Good understanding of the typical legal agreements and duties related to corporate trust products.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.
• Experience in SEI, Bond master, and/or Tickler Monitoring System systems preferred.

• 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.

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. 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). Pay Range: $29.23 - $38.94.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

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.

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.

Posting may be closed earlier due to high volume of applicants.