Wealth Management- Trust Officer 4

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. Job Description Wealth Trust Services manages trust relationships within the Affluent Segment and is seeking a Trust Officer to manage trust and investment accounts. This role oversees a portfolio of fiduciary relationships in accordance with governing documents, applicable law, U.S. Bank policies and procedures, and corporate and regulatory requirements. Accounts may include revocable and irrevocable trusts, charitable and special needs trusts, estates, agencies, custodial accounts, IRAs, and other fiduciary or investment accounts.   This client-facing role requires fiduciary judgment, relationship management, and the ability to navigate administrative, legal, tax, operational, and service matters. As the primary contact for clients, beneficiaries, attorneys, advisors, and internal partners, the Trust Officer ensures each relationship is administered accurately, consistently, and in accordance with fiduciary obligations and client objectives.   Job Description The Trust Officer interprets governing documents, evaluates discretionary requests, identifies and addresses fiduciary risks, coordinates specialized resources, and resolves administrative matters. The role requires judgment, clear communication, and the ability to balance client experience, administration and risk management. Working within a team-based service model, the Trust Officer partners with Portfolio Managers, Trust Associates, specialty asset teams, tax and legal professionals, operations teams, financial advisors, bankers, and other Wealth Management colleagues to deliver coordinated fiduciary solutions and consistent client experience.   The Trust Officer promotes relationship retention and growth by building client and beneficiary relationships, identifying opportunities to deepen existing relationships, supporting referrals and new business, participating in account acceptance and transition discussions, and delivering high-quality service throughout the client lifecycle. The role also requires accurate documentation, timely system updates, data integrity, adherence to established controls and procedures, and escalate appropriately.   Core Responsibilities •    Trust Administration: Manage assigned trust and investment accounts by following the trust documents, applicable laws, fiduciary standards, bank policies, and regulatory requirements. Review trust terms carefully, complete routine administrative tasks, and ask for guidance when a matter is complex or unclear. •    Client and Beneficiary Service: Support positive relationships with clients and beneficiaries, communicate clearly and promptly, respond to routine questions and provide accurate information. •    Complex Matters: Identify complex or sensitive issues and seek appropriate guidance when necessary. Work with the appropriate partners and clearly document the issue, actions taken, and outcome. •    Risk and Compliance: Watch for possible risks or errors, report concerns promptly and keep clear and accurate records. •    Client Retention and Growth: Provide reliable service that helps maintain client relationships. Listen for additional client needs, share possible opportunities with the appropriate team members, and support referrals and new business activities. •