U.S. Bank Wealth Management Personal Trust Regional Manager – Private Wealth Management (California & West) in Portland, Oregon
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Job DescriptionThe Regional Trust executive will oversee and support our Private Wealth Management (California & West) fiduciary business. It will report to and work with our SVP and Chief Fiduciary Officer to build, maintain, and lead our fiduciary standards and practices, while applying fiduciary knowledge and judgement to all relevant relationships. In addition to fiduciary oversight, this executive will be focused on ensuring the preservation and continued growth of client assets to achieve our client’s specific trust and estate planning objectives.
Additionally, the leader will serve as a subject matter expert on assigned internal policies, processes, and procedures to effectively manage product risk, management and judgement while showcasing our organizations expertise and thought leadership.
RESPONSIBILITIES & ACCOUNTABILITIES Exhibit knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, etc. Focus on high-level client service with responsiveness, diplomacy, and tact with both internal & external stakeholders (attorneys, CPAs, financial advisors, beneficiaries, etc.) Lead and coach a strong network of Trust leaders, ensuring they have the necessary training to perform and complete their duties Ensure all department documents & activities are performed in compliance with applicable laws, regulations, policies and procedures, in relation to account activity Recognize fiduciary risk issues and seek appropriate resolution Partner with internal stakeholders with regards to the trust and overall client responsibility including timely and accurate responses to inquiries Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Follow account opening procedures and understand and follow internal suspicious activity referral requirements and processes, as required for this position Participate in civic, community, banking, trust and legal organizations
QUALIFICATIONS 10+ years of banking experience 5+ years of management experience JD, BA/MBA in Finance, Accounting or related field Outstanding integrity & ethics – always do what’s right on behalf of the client while managing risk for the bank Well-developed leadership strategic management skills while demonstrating consistent growth in responsibilities and accomplishments Well-developed verbal and written communication skills Excellent decision-making skills. Able to develop, document, and explain processes to diverse audiences Well-rounded leadership – someone who has considerable tact, diplomacy, and team building skills Strong knowledge and proven technical proficiency in legal, investment, and tax issues relative to trust and / or estate management and administration Self-motivated with an inherent sense of urgency to client requests Strong team player and partner with a continuous improvement mindset
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $149,770.00 - $176,200.00 - $193,820.00
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.