Private Wealth Management Associate

At U.S.

Bank, we’re passionate about helping customers and the communities where we live and work.

The fifth-largest bank in the United States, we’re one of the country’s most respected, innovative and successful financial institutions.

U.S.

Bank is an equal opportunity employer committed to creating a diverse workforce.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

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.

Basic Qualifications

– Bachelor’s degree, or equivalent work experience

– Five or more years of administrative support experience in a banking environment
Preferred Skills/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

Benefits: 
Take care of yourself and your family with U.S.

Bank employee benefits.

We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve.

That’s why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most
– your family.

Learn all about U.S.

Bank employee benefits, including tuition reimbursement, retirement plans and more, by visitingusbank.com/careers .

EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.

E-Verify

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 .

Our 74,000 employees work across departments to help our millions of retail, business, wealth management, payment, commercial and corporate, and investment services customers across the country and around the world turn their dreams into reality.

Our employees are empowered to create change and drive our future, and we pride ourselves on diligently and ethically upholding U.S.

Bank’s best-in-class financial record and legacy of more than 150 years in banking.

Most importantly, we put people first, cultivating and treasuring meaningful relationships with the customers we serve, the colleagues we support and the communities where we live and work.

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