Personal Trust Fiduciary Officer - Trust And Investments Services

Fiduciary Officer

The Fiduciary Officer is responsible for ensuring adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a deep understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary Officer will lead and support regulatory reviews, audits, and projects, and will play a key role in developing and maintaining compliance programs and procedures.

Key Responsibilities

• Maintain a high level of expertise in trust and investment products, including trust, agency, retirement, non-profit, and custody accounts.
• Interpret and apply relevant laws and regulations, including OCC Handbook requirements, fiduciary principles, and the Uniform Trust Code.
• Review and analyze internal and external regulatory reports; coordinate with stakeholders to ensure compliance.
• Conduct compliance reviews and manage exceptions to ensure timely resolution.
• Support internal and external audits, exams, and testing; collaborate with examiners and business partners to ensure accurate responses and issue resolution.
• Lead business line projects related to regulatory, servicing, and legal requirements.
• Develop, implement, and distribute regulatory and compliance-based procedures.
• Assist in the development of compliance programs; conduct training and monitoring as needed.

Basic Qualifications

• Bachelor's degree or equivalent experience.
• Ten or more years of experience in compliance, trust administration, or a related field.

Preferred Skills/Experience

• Extensive knowledge of federal, state, and local laws and regulations governing fiduciary and investment services.
• Thorough understanding of trust and investment products, policies, and operational procedures.
• Strong organizational and analytical skills, with attention to detail.
• Proven project management and implementation capabilities.
• Effective communication and interpersonal skills, with the ability to collaborate across teams.
• Proficiency in Microsoft Office applications and other compliance-related software tools.

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

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.