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Multiple Positions - Corporate Trust Financial Management Analyst - Wealth Operations
Multiple Positions - Corporate Trust Financial Management Analyst - Wealth OperationsU.S. Bancorp • Charlotte, NC, US
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Multiple Positions - Corporate Trust Financial Management Analyst - Wealth Operations

Multiple Positions - Corporate Trust Financial Management Analyst - Wealth Operations

U.S. Bancorp • Charlotte, NC, US
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Accelerate Your Career With Us

U.S. Bank is hiring Corporate Trust Financial Management Analysts within our Wealth Operations business line.

Key Responsibilities

  • Cash and Asset Management : Oversee trust account operations, including monitoring and investing balances, valuating assets and collateral, and ensuring proper funding in compliance with governing trust documents.
  • Financial Interpretation : Utilize bond financing documents and internal control mechanisms to determine the amount and timing of cash and asset movements.
  • Accounting and Transactions : Prepare trust accounting system entries, calculate and execute debt retirements, and manage other account-related transactions.
  • Collaboration and Compliance : Partner with specialized units to deliver quality metrics to account managers, ensuring adherence to cash and asset management procedures and compliance with legal document requirements.
  • Client Interaction : May include direct communication with clients to support trust account activities.

Schedule : Monday - Friday 8 : 00am - 5 : 00pm local time

Location : 214 N Tryon St. Charlotte

This role has multiple levels, open to candidates with 2+ years of experience. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.

Basic Qualifications

  • Associate's degree or technical education, or equivalent work experience
  • Two to three years of related experience
  • Preferred Skills / Experience

  • Working knowledge of investments, accounting transactions, and client service
  • Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
  • Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable
  • Well-developed analytical and problem-solving skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Excel
  • Systems experience with Trust Accounting and Bond Accounting systems preferred
  • Location Expectations : This role requires working from a U.S. Bank location three (3) or more days per week.

    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.

    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.

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    Corporate Management • Charlotte, NC, US

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