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, 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.

Responsibilities

• Handles day-to-day client calls and transactions
• Escalates items beyond specified authority to the assigned Wealth Management Advisor or respective specialist
• Works proactively to identify 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 and execution of standard departmental procedures

Requirements

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

Qualifications

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 to 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

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