Onboarding and Support Specialist 1
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Key skills for this role
About the Role
U.S. Bank is seeking a detail-oriented Corporate Trust Specialist to analyze and interpret source documents for accurate account setup, coordinate bond closings, and support post-closing maintenance.
Key Skills for This Role
Responsibilities
- Analyze, extract, and interpret data from corporate trust source documents to establish accurate account setups.
- Input tickler items to monitoring systems to ensure accurate trustee function performance.
- Coordinate movement of cash and assets for bond closings with internal teams and external contacts.
- Provide responsive post closing account maintenance and support for special projects.
Requirements
- Associate's degree or equivalent work experience
- Six or more years of relevant experience
- Ability to extract information from multiple source documents
- Strong data entry, reading, and comprehension skills
- Proven customer service skills
- Thorough knowledge of corporate trust products
- Proficient in Microsoft Office applications
Full Job Posting
Job Description
- Join our team as a Corporate Trust Specialist, where you will analyze and interpret key documents to ensure accurate account setup across systems.
- Partner with internal teams, underwriters, and legal contacts to support smooth bond closings and coordinate the movement of assets.
- Track critical trustee functions and provide responsive support for post closing account maintenance.
Responsibilities
- Analyzes, extracts and interprets data and information from corporate trust source documents in order to establish accurate account set ups on all appropriate bank systems.
- Identifies, formulates and inputs tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions.
- Interacts with Account Manager, Relationship Specialist, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings.
- Interacts with appropriate units related to critical reporting.
- Provides responsive and appropriate service regarding all aspects of post closing account maintenance and special projects.
Basic Qualifications
- Associate's degree, or equivalent work experience
- Six or more years of relevant experience
Preferred Skills/Experience
- Ability to determine information needs and extract required information from multiple source documents
- Strong data entry skills, reading and comprehension skills
- Proven customer service skills
- Thorough knowledge of various corporate trust products
- Thorough knowledge of tax control issues and credit enhancements
- Good understanding of the typical legal agreements and duties related to corporate trust products
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Experience in SEI, Bondmaster, and/or Tickler Monitoring System systems preferred
Workplace
- The role offers a hybrid/flexible schedule, with an in office expectation of 3 or more days per week.
Compensation
- Pay Range: $29.23 $38.94 per hour
Benefits
- 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
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