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Trust & Probate Specialist

U.S. Bank

Trust & Probate Specialist

full-timePosted: Jan 17, 2026

Job Description

 

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

Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. Coordinates information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of personal trust and/or estate planning experience
Preferred Skills/Experience
- Advanced knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts
- Advanced knowledge of fiduciary services
- Well-developed analytical and problem solving skills
- Ability to make critical decisions independently
- Excellent writing, speaking, and presentation skills

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: $111,605.00 - $131,300.00

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.

Locations

  • Palm Beach, FL, United States

Salary

111,605 - 131,300 USD / yearly

Estimated Salary Rangemedium confidence

111,605 - 131,300 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • analytical and problem solvingintermediate
  • writing, speaking, and presentationintermediate
  • critical decision makingintermediate
  • knowledge of estate settlement and taxationintermediate
  • knowledge of fiduciary servicesintermediate

Required Qualifications

  • Bachelor's degree or equivalent work experience (experience)
  • Eight or more years of personal trust and/or estate planning experience (experience)

Responsibilities

  • Review and interpret trust agreements, wills, and estate documents
  • Coordinate with clients, attorneys, and internal specialists
  • Administer accounts in compliance with legal requirements
  • Ensure accurate and timely estate settlement
  • Act as trustee, executor, administrator, conservator, guardian, or agent

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (two to five weeks)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave (1 hour per 30 worked, up to 80 hours)

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U.S. Bank logo

Trust & Probate Specialist

U.S. Bank

Trust & Probate Specialist

full-timePosted: Jan 17, 2026

Job Description

 

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

Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. Coordinates information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of personal trust and/or estate planning experience
Preferred Skills/Experience
- Advanced knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts
- Advanced knowledge of fiduciary services
- Well-developed analytical and problem solving skills
- Ability to make critical decisions independently
- Excellent writing, speaking, and presentation skills

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: $111,605.00 - $131,300.00

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.

Locations

  • Palm Beach, FL, United States

Salary

111,605 - 131,300 USD / yearly

Estimated Salary Rangemedium confidence

111,605 - 131,300 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • analytical and problem solvingintermediate
  • writing, speaking, and presentationintermediate
  • critical decision makingintermediate
  • knowledge of estate settlement and taxationintermediate
  • knowledge of fiduciary servicesintermediate

Required Qualifications

  • Bachelor's degree or equivalent work experience (experience)
  • Eight or more years of personal trust and/or estate planning experience (experience)

Responsibilities

  • Review and interpret trust agreements, wills, and estate documents
  • Coordinate with clients, attorneys, and internal specialists
  • Administer accounts in compliance with legal requirements
  • Ensure accurate and timely estate settlement
  • Act as trustee, executor, administrator, conservator, guardian, or agent

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (two to five weeks)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave (1 hour per 30 worked, up to 80 hours)

Target Your Resume for "Trust & Probate Specialist" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for Trust & Probate Specialist. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Trust & Probate Specialist" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Answer 10 quick questions to check your fit for Trust & Probate Specialist @ U.S. Bank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.