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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

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Private Wealth Management Specialist Assistant 3 - Banking

Expired Job

US Bank