PWM Associate

U.S. Bank National Association•Portland, OR

22d•$24 - $32

About The Position

Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private 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's degree, or equivalent work experience, OR
Five or more years of relevant experience

Nice To Haves

Excellent verbal, written and interpersonal communication skills
Proven customer service and problem resolution skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Advanced knowledge of departmental and bank products and services
Sufficient understanding of departmental procedures and systems to operate with very limited supervision

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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