Regional Operations Lead, Private Wealth (Hybrid)

null; Tempe (AZ); Hybrid; USD 86,360 - 111,760; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term and optional term life insu

Short-term and long-term disability

Pregnancy disability and parental-le

401(k) with employer-funded contribu

Paid vacation (2–5 weeks)

Up to 11 paid holidays per year

Adoption assistance

Sick and Safe Leave accruals

Job summary

U.S. Bank in Tempe, AZ seeks a PWM Regional Support Consultant to organize and coordinate operational activities for Private Wealth Management. The role focuses on delivering high-quality service for internal and external clients and supporting regional functions.

You will lead staff, develop policies, review systems, manage projects, prepare meeting materials, and oversee onboarding and reporting on KPIs, aiming to improve efficiency and client satisfaction.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically eight to ten years of banking operations or related experience.
• In-depth knowledge of operations, systems, policies and procedures.
• Understanding of banking regulations and HR practices.
• Strong organizational, managerial and project-management skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Thorough knowledge of banking operations and HR processes.

Responsibilities

• Lead day-to-day management of staff to achieve operational objectives.
• Develop and maintain corporate policies and procedures; ensure regulatory compliance.
• Review and recommend operational systems and coordinate system conversions.
• Manage business and projects to improve efficiency.
• Coordinate and prepare meeting materials; facilitate cross-functional meetings.
• Oversee onboarding and employee experience in assigned units.
• Generate and present reporting on KPIs and operations status.

Skills

Organizational skills

Project management

Communication skills

Customer relations

Relationship building

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Tempe, AZ seeks a PWM Regional Support Consultant to organize and coordinate operational activities for Private Wealth Management. The role focuses on delivering high-quality service for internal and external clients and supporting regional functions.

You will lead staff, develop policies, review systems, manage projects, prepare meeting materials, and oversee onboarding and reporting on KPIs, aiming to improve efficiency and client satisfaction.