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

Position Overview

The Private Wealth Management (PWM) Account Opening Specialist works with Wealth Management and Operations to fulfill new account opening requests for banking deposit accounts and trust and investment accounts. The specialist is a subject matter expert on Private Wealth Management products and the procedures related to new account opening and funding.

Responsibilities

• Own the account opening process from initiation to account funding, serving as the primary internal contact.
• Monitor the various stages of the account opening process and adhere to Service Level Agreements.
• Communicate and follow up with local advisors and support staff.
• Coordinate activities with multiple departments to ensure timely, accurate, and efficient implementation of customer products and services.
• Resolve issues related to missing or conflicting information and documentation by coordinating with customers, sales staff, relationship managers, and operations staff.

Work Location

This role is hybrid. Team members typically spend three days a week at a U.S. Bank location, with flexibility on the remaining days.

Basic Qualifications

• Associate's degree and/or at least five years of relevant experience.

Preferred Skills and Experience

• Basic knowledge of department operations, policies, and bank products/services acquired through training and experience.
• Effective verbal, written, and interpersonal communication skills.
• Proven client service and problem‑resolution skills.
• Proficient computer navigation skills in Microsoft Office and related software packages.

Pay Range

$22.50 – $30.00 per hour (range may vary by location).

Benefits

• Health care: medical, dental, vision
• 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: two to five weeks depending on salary grade and tenure
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave: accrual of one hour for every 30 worked, up to 80 hours per calendar year or as required by law

Equal Employment Opportunity

U.S. Bank is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

Background Checks and Regulatory Compliance

U.S. Bank conducts background checks consistent with applicable local laws and federal regulations. Applicants must comply with U.S. Bank policies, including the Code of Ethics and Business Conduct and workplace conduct and safety policies. This role may also be subject to sector‑specific regulatory requirements such as FINRA, NMLS registration, RegZ, RegG, OFAC, the NFA, the FCPA, the Bank Secrecy Act, and the SAFE Act.

E‑Verify

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities and select territories.