Job Actions

Job Information

WM Personal Trust Rel Mgr 4
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-85729475

Company Profile

U.S. Bank

Contact Company

Local Information

Laugh while you Look

Sponsored Ads


  Job posted:   Sun Mar 11, 2018
  Distance to work:   ? miles
  1 Views, 0 Applications  
WM Personal Trust Rel Mgr 4

Responsible for the efficient administration of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Provides expert advice and counsel in the area of personal trust products and services. Provides high level customer service to customers, attorneys, and beneficiaries relating to these accounts. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management.


Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Eight or more years of wealth management experience in the financial services industry

Preferred Skills/Experience

- Strong personal trust and relationship management skills

- In-depth knowledge of fiduciary services

- Thorough knowledge of Wealth Management products and services

- Advanced knowledge of personal trust products and services

- Strong networking and business development skills

- Well-developed analytical and problem-solving skills

- Ability to make critical decisions independently

- Excellent presentation, verbal and written communication skills

**Job:** Relationship Management

**Primary Location:** United States

**Shift:** 1st - Daytime

**Average Hours Per Week:** 40

**Requisition ID:** 180008846

U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.

More Information »