Trust and Estate Onboarding Specialist

Trust and Estate Onboarding Specialist page is loaded## Trust and Estate Onboarding Specialistlocations: Cincinnati, OH: Tempe, AZ: Saint Paul, MNtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 3, 2026 (14 days left to apply)job requisition id: 2026-0012804At U.S. Bank, we're 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.## **Job Description**The Trust and Estate Onboarding team is hiring! The team supports **Personal Trust** by onboarding new **trust and estate accounts** where the bank serves as **trustee/co-trustee** or **executor**. The team partners closely with internal "front office" stakeholders (such as relationship managers, trust officers, and support/admin partners) to move an account from an initial request through documentation, account opening, and (as applicable) funding steps. This is an **internal-facing role** - your day-to-day partners are internal teams rather than external clients. The team is a **small, close-working group** (approximately 5-6 people including leadership) and is distributed across multiple locations/time zones.In this role, you will be responsible for coordinating the onboarding of trust and estate accounts end-to-end by:* Gathering and validating required documentation and client/account information* Coordinating with key internal partners across Personal Trust and related departments* Ensuring onboarding activities align with bank policies, procedures, and compliance requirements* Providing operational support and clear updates to internal partners throughout the onboarding processA major component of the position is becoming comfortable **leading onboarding calls** with internal partners as you progress in training.**Basic Qualifications**- Five years or more of related experience**Preferred Skills/Experience**- Bachelor's degree- Knowledge of or the 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- Ability to work collaboratively with others- Exhibits analytical, problem-solving, decision-making, and organizational skills- Exhibits customer relation skills, interpersonal, and verbal and written communication skills- Understanding of regulatory and accounting principles which directly affect Wealth, Corporate, Commercial & Institutional Banking business lines and clients- Proficient in Microsoft Office applications, preferably Excel**Location Expectations**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 .**Benefits:**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. Our benefits include the following:* 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 lawReview our full benefits available by employment status .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.**E-Verify**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 .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: $86,360.00 - $101,600.00U.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.**At U.S. Bank, we're 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. #J-18808-Ljbffr U.S. Bank