Wealth Management Account Onboarding Specialist

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

We're seeking a skilled Wealth Management Account Onboarding Specialist to focus on account openings for Agency, Custody, and IRA accounts.

What you'll bring:

• Product specialty knowledge and expertise (such as Account Fees, IRAs, Custody, Agency, Entity, Charitable, Estates, etc.).
• Have experience with Wealth or investment advisory.
• Strong knowledge and expertise in fiduciary law, IRA’s, Account Fees, Custody, Agency, Entity, Charitable, Estates, etc.
  
  
  

Responsibilities:

• Responsible for the new account onboarding of Wealth Management accounts in Personal Trust.
• Accountable for coordinating with key stakeholders across a spectrum of departments and business lines in Personal Trust to ensure that the appropriate account documentation and client information is obtained, in accordance with regulations (AML, CIP, KYC, DOL, Fiduciary Rules), bank policies and procedures while providing best in class service.
• This includes product specialty knowledge and expertise (such as Account Fees, IRAs, Custody, Agency, Entity, Charitable, Estates, etc.).
• Other responsibilities may include reporting, projects, quality review and miscellaneous tasks associated with the role.
  
  
  

Basic Qualifications

• Five years or more of related experience
  
  
  

Preferred Skills/Experience

• Bachelor's degree, or equivalent work experience, an advanced degree may be considered towards years of experience
• At least three or more years of experience in Wealth Management
• An advanced degree may be considered towards years of experience
• Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
• Expert knowledge of departmental operations/policies and Personal Trust products
• Ability to identify and resolve complex problems with minimal guidance
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Effective interpersonal, verbal and communication skills
• Well-developed customer service/relations skills
• Working towards a Professional Designation such as a CTFA or a CFP
  
  
  

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.

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 (some may vary based on role, location or hours):

• 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
  
  
  

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 E-Verify program.

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: $75,820.00 - $89,200.00 - $98,120.00

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.