U.S. Bank

Client Services Associate, PWM

U.S. Bank

full-time

Posted on:

Location Type: Hybrid

Location: Spokane • Oregon, Washington • 🇺🇸 United States

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Salary

💰 $23 - $30 per hour

Job Level

JuniorMid-Level

About the role

  • Function as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank
  • Handle day-to-day client calls and transactions and problem resolution within delegated authority
  • Escalate items beyond specified authority to assigned Private Wealth Management Advisor or respective specialist
  • Proactively identify potential problems, compliance issues, or fraud to maximize client satisfaction
  • Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures
  • Support expansion of client relationships and encourage cross-selling of services

Requirements

  • Associate's degree, or equivalent work experience
  • Five or more years of relevant experience (alternative to degree)
  • 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 supervision
  • Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct
  • Subject to background checks and E-Verify employment eligibility verification
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
  • Incentive and recognition programs
  • Equity stock purchase
  • 401(k) contribution and pension (subject to eligibility requirements)
  • Hybrid work arrangement (typically three days a week at a U.S. Bank location)
  • Disability accommodations for applicants

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer serviceproblem resolutioncompliance knowledgebank products knowledgedepartmental procedures knowledge
Soft skills
verbal communicationwritten communicationinterpersonal communication
Certifications
Associate's degree