Private Wealth Management Associate

About the role

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.

Responsibilities

• Function as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.
• Handle day-to-day client calls and transactions and problem resolution within delegated authority and/or standard department guidelines.
• Escalate items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist.
• Work proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.
• Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Qualifications

• Bachelor's degree, or equivalent work experience, OR
• Five or more years of relevant experience.

Skills

• Excellent verbal, written and interpersonal communication skills.
• Proven customer service and problem resolution skills.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.
• Considerable knowledge of departmental and bank products and services.
• Sufficient understanding of departmental procedures and systems to operate with very limited supervision.

Schedule

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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 of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

Pay Range: $25.63 - $34.18