PWM Account Opening Specialist

Job Description

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 atall from Day One.

The Private Wealth Management (PWM) Account Opening Specialist is responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts. The position is a subject matter expert and has deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding. Acts as the primary internal contact and owns the process from initiation to account funding. This includes monitoring of various stages within the account opening process, understanding Service Level Agreements, and taking ownership over communication and follow up with local Advisors and support staff. Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable.

Basic Qualifications :

• Typically Associate's degree and / or five or more years of relevant experience

Preferred Skills / Experience :

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits :

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).