USBI Sales Support Representative - Operations
About The Position
The USBI Sales Support team is an internal support center serving U.S. Bancorp Investments’ Wealth Management Advisor teams. Team members provide support to these Advisors, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment-related products and services. Team acts as liaison between back- and front-office and other staff. Supports all USBI Operations’ procedures and is proficient in navigating various systems. Team isolates and identifies source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements. Schedule: Hours can vary between 9:00am - 7:00pm CT Monday - Thursday (8:30am-5:00pm) Fridays Location: 3+ days in Saint Paul (West Side Flats Location) or Cincinnati (Lunken Operation Location); 2 days remote
Requirements
- High school diploma or equivalent
- Typically five or more years of relevant work experience
Nice To Haves
- Thorough understanding of retail investment industry rules and regulations. FINRA registrations not required, but preferred.
- Effective interpersonal, verbal and written communication skills
- Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
- Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues
Responsibilities
- Team members provide support to these Advisors, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment-related products and services.
- Team acts as liaison between back- and front-office and other staff.
- Supports all USBI Operations’ procedures and is proficient in navigating various systems.
- Team isolates and identifies source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
