PWM 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, you will handle day-to-day client calls and transactions, problem resolution, and escalate items beyond specified authority to the assigned Wealth Management Advisor or respective specialist.

You will work proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. The role involves developing a working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures.

Responsibilities

• Serve as the primary contact for Wealth Management Trust, Banking, or Investment customers.
• Handle day-to-day client calls, transactions, and problem resolution within delegated authority.
• Escalate items beyond specified authority to Wealth Management Advisors or specialists.
• Identify potential problems, compliance issues, or fraud proactively.
• Develop working knowledge of assigned areas and accounts through client contact and standard procedures.

Requirements

• Associate degree, or equivalent work experience.
• Five or more years of administrative support experience in a banking environment.

Skills

• Superior 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 interpret data.
• Ability to resolve complex problems with minimal guidance.
• Excellent computer skills, especially Microsoft Office applications.

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

The salary range for this role is $22.50 - $30.00 per hour, reflecting figures based on the primary location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).

U.S. Bank provides disability accommodations for applicants during the hiring process. U.S. Bank is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.