PWM Private Wealth Management Associate

U.S. Bank; Las Vegas (NV); On-site; USD 50,000 - 70,000; Full time

Job summary

U.S. Bank is seeking a service and support representative to be the primary contact between Wealth Management Trust, Banking, or Investment clients and the bank.

You will handle day-to-day calls and transactions, escalate items to Wealth Management Advisor as needed, and work to maximize client satisfaction while protecting the relationship. Develops knowledge of assigned area and accounts through frequent client contact and adherence to standard procedures, with emphasis on compliance, fraud

Qualifications

• Customer-facing banking experience and strong communication abilities.
• Ability to interpret data and resolve exceptions.
• Excellent written and verbal communication skills.

Responsibilities

• Handle day-to-day client calls and transactions and problem resolution.
• Escalate items beyond specified authority to the Wealth Management Advisor or specialist.
• Identify potential compliance issues or fraud to maximize client satisfaction and protect the relationship.
• Develop working knowledge of assigned area and accounts through frequent client contact and standard procedures.

Skills

Interpersonal skills

Customer service

Written communication

Data interpretation

Problem solving

Education

Associate degree or equivalent

Job description

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

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

• Associate degree, or equivalent work experience
• Five or more years of administrative support experience in a banking environment

Preferred Skills/Experience

• Superior 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 etc. "}