PWM Client Services Team Lead - Account Opening

U.S. Bank • Tempe, AZ

12d • Hybrid

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the support staff for Private Wealth Management. Has direct responsibility for overseeing the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship. Develops working knowledge of assigned area accounts through frequent client contact.

Requirements

• Bachelor's degree, or equivalent work experience
• Typically a minimum of seven years of banking experience, and at least two to three years of experience managing a team

Nice To Haves

• Ability to be accountable and work independently in managing a team tasked with excellent service and issue resolution
• Ability to effectively work with others as part of a high performing team
• Effective communication skills, consultative approach and able to influence others to support objectives

Responsibilities

• leadership of the support staff for Private Wealth Management
• overseeing the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank
• Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist
• Works proactively to identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship
• Develops working knowledge of assigned area accounts through frequent client contact

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees