Multiple Positions - Wealth Management Specialist Assistant Banking - Operations
U.S. BankAbout 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.
Job Description
Inspire, excel and grow with us
U.S. Bank is hiring for a Wealth Management Specialist Assistant to support our Private Wealth Banking customers and U.S. Bank.
This individual will be working within delegated authority and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and U.S. Bank client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Banker. 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.
What we are looking for:
We are looking for someone who is dependable and punctual, with a good work ethic.
We are looking for someone who is comfortable with repetitive tasks
We are looking for someone with a positive attitude and a team first mindset.
We are looking for someone who has the willingness to learn, attention to detail, and professional communication.
What's in it for you:
Be a part of a team that values reliability, accuracy, and professionalism.
Gain hands on experience across multiple tasks and build valuable operational skills.
Enjoy a Monday- Friday, daytime schedule.
Work alongside a supportive, and motivated colleagues who share your commitment to getting the job done right.
Schedule: Monday - Friday 8am - 5:00pm local time
Location: 3 days in Cincinnati, OH; 2 days remote
Basic Qualifications
Bachelor's degree, or equivalent work experience
Five or more years of administrative support experience
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 navigation skills using a variety of software packages including Microsoft Office applications
Location Expectations
This role requires working from a U.S. Bank location three (3) or more days per week
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
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
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