Hybrid PWM Account Opening Specialist

U.S. Bank; Tempe (AZ); Hybrid; USD 30,996 - 41,328; Full time

Benefits offered by this job

Health care: medical, dental, vision

401(k) and employer-funded retirement plan

Paid vacation: two to five weeks

Paid holidays: up to 11 opportunities

Adoption assistance

Job summary

U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to manage account openings for banking and investment accounts. This role requires expertise in PWM products and coordination with various departments.

The ideal candidate will hold an Associate's degree or equivalent experience, possess strong client service skills, and demonstrate proficiency in Microsoft Office. This hybrid position involves three days a week at a U.S. Bank location.

Qualifications

• Five years of relevant experience in the banking or financial sector.
• Basic knowledge of department operations and bank products.
• Effective interpersonal skills.

Responsibilities

• Own the account opening process from initiation to funding.
• Monitor account opening stages adhering to Service Level Agreements.
• Communicate with local advisors and support staff.
• Coordinate with multiple departments for implementation of products.
• Resolve issues related to documentation by liaising with various stakeholders.

Skills

Client service skills

Problem-resolution skills

Verbal communication skills

Written communication skills

Interpersonal communication skills

Microsoft Office proficiency

Education

Associate's degree or equivalent relevant experience

Job description

U.S. Bank is seeking a Private Wealth Management (PWM) Account Opening Specialist to manage account openings for banking and investment accounts. This role requires expertise in PWM products and coordination with various departments.

The ideal candidate will hold an Associate's degree or equivalent experience, possess strong client service skills, and demonstrate proficiency in Microsoft Office. This hybrid position involves three days a week at a U.S. Bank location.