U.S. Bank Wealth Banking Services - Banking Specialist Assistant 3 - Portland, OR in Portland, Oregon
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 DescriptionThe WBS Specialist Assistant serves as a client service and support representative functioning as the primary, daily contact between advisors of RIAs and Broker-Dealers and/or their end-clients directly, and U.S. Bank. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Banking Specialist. The Specialist Assistant works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction. This role develops working knowledge of loan and deposit accounts through frequent advisor and/or client contact and execution of standard departmental procedures.
Provides support to the WBS Private Banking Specialists. Actively participates and supports the Private Banking Specialists in the origination, monitoring, maintenance and servicing of loan and deposit products. Responds to account inquiries, opens new accounts, performs account maintenance, and executes transactions (transfers, withdrawals, distributions, wires, payments, fee waivers) within delegated authority or applicable department guidelines, escalating to the assigned Specialist any requests outside specified norms or items requiring signature and approval. Prepares and/or reviews client account documents, focusing on completion of signatures, accuracy, and fulfillment of standard regulatory and compliance guidelines. Uses familiarity with bank departments, products, and services to address client concerns and ultimately maintain and expand the relationship through client satisfaction. Utilizes knowledge gained through training and experience to provide timely problem research and resolution. Sets up and maintains client files, ensuring appropriate documentation and client records are kept up-to-date. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position.
Basic Qualifications Associate degree, or equivalent work experience Five or more years of administrative support experience
Preferred Skills/Experience Incumbent typically has a two-year associate degree and/or five or more years of relevant banking experience with a focus on credit products and processes. Incumbent has superior knowledge of departmental and bank products and services as well as exceptional customer service skills. Excellent oral, written, and interpersonal communication skills. Proven customer service and problem resolution skills. Basic word processing and spreadsheet skills and experience with department-specific systems preferred.
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.