Private Wealth Management Account Opening Specialist
The Private Wealth Management (PWM) Account Opening Specialist is 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. The position is a subject matter expert and has deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding. Acts as the primary internal contact and owns the process from initiation to account funding. This includes monitoring of various stages within the account opening process, understanding Service Level Agreements, and 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. Basic Qualifications- Typically Associate's degree and/or five or more years of relevant experience Preferred Skills/Experience- Basic knowledge of applicable department operations/policies and bank products/services obtained through training and experience- 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 This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days. Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: 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 U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
The Private Wealth Management (PWM) Account Opening Specialist is 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. The position is a subject matter expert and has deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding. Acts as the primary internal contact and owns the process from initiation to account funding. This includes monitoring of various stages within the account opening process, understanding Service Level Agreements, and 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. Basic Qualifications- Typically Associate's degree and/or five or more years of relevant experience Preferred Skills/Experience- Basic knowledge of applicable department operations/policies and bank products/services obtained through training and experience- 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 This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days. Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: 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 U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00