Wealth Management Specialist Assistant Banking - Operations

US Bank • Cincinnati, OH

43d • $26 - $34 • 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. Inspire, excel and grow with us U.S. Bank is hiring for a Wealth Management Specialist Assistant to support our Private Wealth Banking customers and U.S. Bank. This individual will be working within delegated authority and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and U.S. Bank client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Banker. 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. Schedule: Monday - Friday 8am - 5:00pm local time Location: 3 days in Cincinnati, OH or Gresham, OR; 2 days remote

Requirements

• Bachelor's degree, or equivalent work experience
• Five or more years of administrative support experience

Nice To Haves

• Expert 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 navigation skills using a variety of software packages including Microsoft Office applications

Responsibilities

• Handles day-to-day daily contact between Private Wealth Banking customers and U.S. Bank client calls and transactions
• Problem resolution, escalating items beyond specified authority to the assigned Banker
• 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.

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
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 5,001-10,000 employees