Private Wealth Management Associate

US Bank•Chicago, IL

36d•$26 - $34

About The Position

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.

Requirements

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

Nice To Haves

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

Benefits

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 law

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