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Wealth Management Personal Trust Regional Manager - Ascent Private Capital Management

Company: U.S. Bank
Location: Minneapolis
Posted on: April 10, 2021

Job Description:

Wealth Management Personal Trust Regional Manager - Ascent Private Capital Management 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 WM Ascent Private Capital Management 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 organizationsQUALIFICATIONS
    • 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 mindsetBenefits:--
      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 visitingusbank.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.E-VerifyU.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 .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 Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality. Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S. Bank's best-in-class financial record and legacy of more than 150 years in banking. Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.

Keywords: U.S. Bank, Minneapolis , Wealth Management Personal Trust Regional Manager - Ascent Private Capital Management, Accounting, Auditing , Minneapolis, Minnesota

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