New Account Specialist

U.S. Bank

Private Wealth Management Account Opening Specialist responsible for fulfilling new account opening requests. Collaborating with various departments in Wealth Management at U.S.

Posted 7/25/2026full-timeCincinnati • Montana, Ohio • 🇺🇸 United StatesSeniorLead💰 $28 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of Wealth Management operations and banking products, with a strong focus on client service and problem resolution. Proficient in coordinating cross-departmental activities to ensure timely and accurate account opening processes.

Highest-signal resume keywords

Wealth Management OperationsClient ServiceProblem ResolutionAccount Opening ProcessCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Bank ProductsService Level AgreementsAccount FundingDocumentation ManagementProcess Coordination

Soft Skills

Effective CommunicationInterpersonal Skills

Tools & Technologies

Microsoft Office

Industry Keywords

Trust AccountsInvestment AccountsOperations Policies

About the role

Key responsibilities & impact

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
Acts as the primary internal contact and owns the process from initiation to account funding
Monitoring of various stages within the account opening process, understanding Service Level Agreements
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

Requirements

What you’ll need

Typically Bachelor's degree, or equivalent experience
Typically seven or more years of relevant experience
Advanced knowledge of applicable department operations/policies and bank products/services to operate with very limited supervision
Effective verbal, written, and interpersonal communication skills
Proven client service and problem resolution skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Benefits

Comp & perks

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