U.S. Bank Private Wealth Advisor Associate in SCOTTSDALE, Arizona
This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. 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. Responsible for client onboarding experience and driving consistent usage of tools designed to enable the client experience. Assists Private Wealth Advisors, Managing Directors, or Market Leader with relationship management tasks to improve the client experience, create efficiencies in the current book, or help identify areas of opportunity for Private Wealth Management. Will assist in pipeline reviews and sales audits. May attend pre-call and post call meetings, help prepare client deliverables, onboard clients, or prepare teams for client meetings. May act as a client liaison for Private Wealth Advisors.
Associate degree, or equivalent work experience
Five or more years of administrative support experience in a banking environment
Superior knowledge of departmental operations/policies and bank products/services
Excellent interpersonal, verbal and written communication skills
Exceptional customer service skills and ability to maintain good working partnerships with specialist associate teams
Ability to identify and resolve exceptions and to interpret data
Ability to resolve complex problems with minimal guidance
Proficient in Salesforce, Hogan, SEI/CSSB, and RPMS, or willingness to develop expertise using each program
Excellent computer skills, especially Microsoft Office applications
Job: Relationship Support
Primary Location: Arizona-AZ-Scottsdale
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 180044634
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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.