Wealth Connect Specialist

Jobtailor; California (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

U.S. Bank seeks an experienced administrative professional to serve as the daily contact for Wealth Management, Banking, or Investment clients. You will manage calls, transactions, and issue resolution within delegated guidelines.

Expect to escalate when necessary, identify compliance concerns, and protect client relationships while following bank policies and ethics codes.

Qualifications

• Associate degree or equivalent work experience.
• Five or more years of administrative support experience in a banking environment.
• 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.
• Excellent computer skills, especially Microsoft Office applications.
• Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
• Must satisfy applicable employment eligibility verification requirements.

Responsibilities

• Serve as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank.
• Handle day-to-day client calls, transactions, and problem resolution within delegated authority and standard department guidelines.
• Escalate items beyond specified authority to the assigned Wealth Management Advisor or respective specialist.
• Proactively identify potential problems, compliance issues, or fraud.
• Maximize client satisfaction and encourage expansion of client relationships.
• Develop working knowledge of the assigned area and accounts through frequent client contact.
• Execute standard departmental procedures.

Skills

Customer Service

Interpersonal Skills

Problem Resolution

Written Communication

Verbal Communication

Client Relationship Management

Data Interpretation

Education

Associate degree or equivalent

Tools

Microsoft Office

Job description

• Serve as the primary daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank


• Handle day-to-day client calls, transactions, and problem resolution within delegated authority and standard department guidelines


• Escalate items beyond specified authority to the assigned Wealth Management Advisor or respective specialist


• Proactively identify potential problems, compliance issues, or fraud


• Maximize client satisfaction and encourage expansion of client relationships


• Develop working knowledge of the assigned area and accounts through frequent client contact


• Execute standard departmental procedures

Requirements

• Associate degree, or equivalent work experience


• Five or more years of administrative support experience in a banking environment


• 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


• Excellent computer skills, especially Microsoft Office applications


• Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies


• Must satisfy applicable employment eligibility verification requirements

Core Competencies

Demonstrates extensive experience in administrative support within a banking environment, with a strong focus on customer service, problem resolution, and compliance with banking policies. Proficient in Microsoft Office applications and capable of managing client relationships effectively.

Highest-signal resume keywords

• Administrative Support Experience


• Customer Service Skills


• Problem Resolution


• Microsoft Office Proficiency


• Banking Operations Knowledge

ATS Optimization Keywords

Hard Skills

• Administrative Support


• Problem Resolution


• Data Interpretation


• Banking Products Knowledge


• Compliance Knowledge

Soft Skills

• Interpersonal Skills


• Verbal Communication


• Written Communication


• Client Relationship Management


• Customer Satisfaction Focus

Industry Keywords

• Wealth Management


• Banking Environment


• U.S. Bank Policies


• Code of Ethics


• Business Conduct

Tools & Technologies

• Microsoft Office