Business Line Regulatory Review Representative

At U.S. Bank, we are 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.

The Fiduciary Review Group (FRG) Administrative Review team is hiring a Business Line Regulatory Review Representative that will:

• Complete initial and periodic administrative reviews for Personal Trust accounts, including agency, custody, IRA, revocable and irrevocable trusts, and estate accounts.
• Ensure compliance and mitigate risk by confirming account coding, documentation, fees, and administration are consistent with governing document provisions, internal policies and procedures, and applicable laws and regulations.
• Serve as the primary consultant/resource for assigned regions/branches; work collaboratively with internal partners to address questions and remediate issues identified during the administrative review process.
• Communicate proactively with other review team members and internal partners to ensure consistency.
• Identify potential risks and elevate for discussion or resolution as appropriate.
• Create and present training materials for reviewers.
• Serve as a subject matter expert on assigned topic(s).
• Serve as a primary mentor/co-mentor for new team members.
• Assist with team initiatives.
• Participate in special projects at the direction of the FRG Team Leader.

These may include contributing to periodic communications, development of management reporting, and other initiatives.

• Bachelor's degree, or equivalent work experience
• Typically eight or more years of experience in regulatory compliance activities

• Understanding of trust/estate administration principles and process
• Understanding of various types of personal trust account types, including revocable and irrevocable trusts, charitable trusts, special/supplemental needs trusts, estates/administrative trusts, agencies, and IRAs
• Working knowledge of Microsoft Office products and trust administration tools including SEI/SWP, Nexus, Advantage Fee, and SEI Compliance Services
• Typically eight or more years of experience in trust administration, estate planning, regulatory compliance, or similar roles

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

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

• 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
• Review our full benefits available by employment status here.

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