U.S. Bank Wealth Management Client Associate - Twin Cities/Metro, MN in Forest Lake, Minnesota
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.
Job DescriptionProvides sales, processing, operational, administrative, and customer service support to the U.S. Bank Wealth Management Banker/U.S. Bancorp Investments Wealth Management Advisor team with responsibilities for meeting the needs of the client in Wealth Management group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. Basic Qualifications - High school diploma or equivalent (Bachelor's degree preferred) - Two to four years of banking and investment industry experience - Series 6 or 7, 63, and life, variable life, health and disability insurance licensesPreferred Skills/Experience - Experience with the policies, processes and procedures of the brokerage and banking industries, FINRA, SEC, OCC and applicable banking regulations ensuring regulatory standards are met for all applicable regulatory bodies - Ability to contact and profile existing clients, leads, and prospects - Prior sales and service experience relating to Banking, Brokerage and Investment Advisory business is preferred - Proven understanding of operations, policies, procedures, regulations and compliance requirements - Strong analytical skills with an emphasis on detail - Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy - Excellent communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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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.