Private Wealth Management Associate

About the role

This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Responsibilities

• Serves as primary daily contact for Wealth Management Trust, Banking, or Investment clients
• Handles day-to-day client calls, transactions, and problem resolution
• Escalates items beyond specified authority to the assigned Wealth Management Advisor or respective specialist
• Proactively identifies potential problems, compliance issues, or fraud
• Maximizes client satisfaction and encourages expansion of the relationship
• Develops working knowledge of assigned area and accounts through frequent client contact
• Executes standard departmental procedures

Basic qualifications

• Bachelor's degree, or equivalent work experience
• Five or more years of administrative support experience in a banking environment

Preferred skills and experience

• Expert knowledge of departmental operations/policies and bank products/services
• Excellent interpersonal, verbal and written communication skills
• Exceptional customer service skills
• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer skills, especially Microsoft Office applications

Schedule

Hybrid/flexible schedule with in-office expectation of 3 or more days per week and 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