At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.

S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at all from Day One.

Job Description

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

• 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

Location

The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

Benefits :

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 (some may vary based on role, location or hours) :

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

Last updated : 2024-04-29