Private Wealth Management Account Opening Specialist

U.S. Bank; Tempe (AZ); Hybrid; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Holiday opportunities

Job summary

U.S. Bank's Private Wealth Management team is seeking a dedicated Account Opening Specialist in Tempe, AZ to oversee new banking deposit, trust, and investment account openings from initiation through funding.

You will serve as the primary contact across Wealth Management and Operations, coordinating with advisors, relationship managers and support staff to resolve issues and ensure timely, accurate onboarding.

Qualifications

• Typically Associate's degree and/or five or more years of relevant experience.
• Effective verbal, written, and interpersonal communication skills.
• Proven client service and problem resolution skills.

Responsibilities

• Own the account opening process from initiation to funding.
• Coordinate with Wealth Management and Operations to fulfill new account openings.
• Communicate with advisors, relationship managers and operations staff to resolve issues.

Skills

Verbal communication

Written communication

Interpersonal skills

Client service

Problem resolution

Education

Associate's degree

Job description

## Private Wealth Management Account Opening SpecialistApply: Tempe, AZ: Full time: Posted Today: End Date: September 30, 2026 (7 days left to apply): 2026-0029230At 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**The Private Wealth Management (PWM) Account Opening Specialist is responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts. The position is a subject matter expert and has deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding. Acts as the primary internal contact and owns the process from initiation to account funding. This includes monitoring of various stages within the account opening process, understanding Service Level Agreements, and taking ownership over communication and follow up with local Advisors and support staff. Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable.Basic Qualifications - Typically Associate's degree and/or five or more years of relevant experiencePreferred Skills/Experience - Basic knowledge of applicable department operations/policies and bank products/services obtained through training and experience - Effective verbal, written, and interpersonal communication skills - Proven client service and problem resolution skills - Proficient computer navigation skills using a variety of software packages including Microsoft Office applicationsIf 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 lawReview our full benefits available by employment status here.U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**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.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.