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U.S. Bank logo
Company Name:
U.S. Bank
Approximate Salary:
Not Specified
Location:
Saint Paul, Minnesota
Country:
United States
Industry:
Relationship Support

Private Wealth Management Ascent Service Associate

 
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.
  Responsible for supporting internal and external clients by providing moderately complex to highly complex services in account management, operations, documentation and technical support. Products & services include Personal Trust accounts, Brokerage (full service & self-directed products), Banking (deposit, savings and overdraft products), Lines & Loans (mortgage, secure prime line & home equity products), Debit/ATM cards, Online (navigation & technical support) and all Credit Card products & features. Delivering a one-stop, 24x7x365 internationally enabled assistance.  In addition assists with relationship management, growth and retention of Ascent and PCR clients. A successful candidate would be a self-starter, superior organizational, interpersonal, verbal and written communication abilities with high level problem solving skills. As well as the ability to manage multiple tasks in a fast-paced and fluid environment.
 
ESSENTIAL FUNCTIONS
 
1.   Execute on monetary transactions such as money movement between accounts, payments & advances and investment transactions such as unsolicited equity trades, money market & mutual fund transactions.
2.   Act as primary liaison between clients and USB and or USB Investments     
3.   Answer questions and solve problems across a USB and USBI departments may support special projects as needed for the business, may provide assistance to less tenured or knowledgeable peers 
4.   Adhere to compliance expectations and guidelines, and ensuring clear and concise documentation       
5.   Make outbound calls to clients and internal partners with or without relationship managers
6.   Ensure proper servicing and maintenance of accounts
7.   Answer questions, accepts escalations & problem solve for front line, clients and partners.  Interface with other departments, regions, groups to resolves customer service issues.  Follows-up with resolution of problems to ensure timely response and customer/client service.
8.   Identify and lead process and model improvement opportunities
 
It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with U.S. Bancorp's "Code of Ethics". Each employee is expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position.
 
This position includes weekend and holiday support as needed. This position could require schedule flexibility and the ability to work on short notice.

 
Qualifications
  Basic Qualifications
- Bachelor's degree or equivalent work experience
- Three or more years of experience in client service, operations or private client relationship management support.
- FINRA Series 7 & 63 registrations or strong desire to become FINRA licensed**
** As a condition of employment, unlicensed and partially licensed candidates are required to obtain the FINRA Series 7 & 63 registrations within 120 days of start date.

 
Preferred Skills/Experience
- Superior knowledge of departmental operations/policies and bank products/services
- Knowledge of private banking, credit card and investment products and service.
- 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
- Proficient word processing and spreadsheet skills
- Experience with department-specific systems preferred

 

Job Relationship Support

Primary Location Minnesota-MN-Saint Paul

Shift 1st - Daytime

Travel No

Average Hours Per Week 40