Private Wealth Management- Universal Associate - Client Services

Company: Us Bank National Assoc
Location: Cedar Rapids
Posted on: November 22, 2021

Job Description:

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Job DescriptionPrivate 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.Basic Qualifications- Associate's degree, or equivalent work experience, OR- Five or more years of relevant experiencePreferred Skills/Experience- 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 supervisionBenefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.EEO is the LawApplicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.by Jobble

Keywords: Us Bank National Assoc, Cedar Rapids , Private Wealth Management- Universal Associate - Client Services, Executive , Cedar Rapids, Iowa