Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Private Wealth Management Specialist Assistant 3 - Banking

Expired Job

US Bank Las Vegas , NV 89134

Posted 2 months ago

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.Basic Qualifications

  • Associate degree, or equivalent work experience

  • Five or more years of administrative support experience in a banking environment

Preferred Skills/Experience

  • Superior knowledge of departmental operations/policies and bank products/services

  • Excellent interpersonal, verbal and written communication skills

  • Exceptional customer service skills

  • Ability to identify and resolve exceptions and to interpret data

  • Ability to resolve complex problems with minimal guidance

  • Excellent computer skills, especially Microsoft Office applications

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Associate Las Vegas NV

US Bank

Posted 4 days ago

VIEW JOBS 11/11/2018 12:00:00 AM 2019-02-09T00:00 Provides sales, processing, operational, administrative, and customer service support to the U.S. Bank Private Banking Relationship Manager (PBRM)/U.S. Bancorp Investments Investment Relationship Manager (IRM) team with responsibilities for meeting the needs of the client in The Private Client group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. 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 licenses Preferred 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 US Bank Las Vegas NV

Private Wealth Management Specialist Assistant 3 - Banking

Expired Job

US Bank