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Wealth Management Specialist Assistant Banking - Operations

Wealth Management Specialist Assistant Banking - Operations

USA JobsCincinnati, OH, US
4 days ago
Job type
  • Full-time
Job description

Service And Support WM Specialist Assistant

Inspire, excel and grow with us

U.S. Bank is hiring for a Service and Support WM Specialist Assistant to support our Private Wealth Banking customers and U.S. Bank. 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

Basic Qualifications

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

Preferred Skills / Experience

  • 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
  • Location Expectations

    The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

    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
  • 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.

    E-Verify

    U.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.

    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). Pay Range : $25.63 - $34.18

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    Operation Specialist • Cincinnati, OH, US

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