PWM Account Opening Specialist

U.S. Bank•Los Angeles, CA

About The Position

The Private Wealth Management (PWM) Account Opening Specialist works with teams across Wealth Management and Operations to fulfill new account opening requests for banking deposit, trust, and investment accounts. This subject matter expert has deep knowledge of PWM products and procedures for opening and funding accounts. The specialist serves as the primary internal contact and owns the process from initiation through account funding, monitoring each stage, understanding service-level agreements, and communicating and following up with local advisors and support staff. The role coordinates with departments to ensure products and services are implemented accurately, efficiently, and on time. It also resolves issues involving missing or conflicting information and documentation by coordinating with customers, sales staff, relationship managers, and operations staff as applicable.

Requirements

Typically an associate's degree and/or five or more years of relevant experience.
Basic knowledge of applicable department operations and policies and bank products and services, obtained through training and experience.
Effective verbal, written, and interpersonal communication skills.
Proven client service and problem-resolution skills.
Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.

Responsibilities

Fulfill new account opening requests for banking deposit, trust, and investment accounts.
Own the account-opening process from initiation through funding and serve as the primary internal contact.
Monitor account-opening stages and service-level agreements, and communicate and follow up with local advisors and support staff.
Coordinate with departments to implement customer products and services accurately, efficiently, and on time.
Resolve issues involving missing or conflicting information and documentation by coordinating with relevant customers and internal staff.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.