Client Services Associate

Role Overview

• Functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.
• Handle day-to-day client calls and transactions and problem resolution.
• Escalate items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist.
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction.
• Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Requirements

• Associate's degree, or equivalent work experience, OR Five or more years of relevant experience
• Excellent verbal, written and interpersonal communication skills
• Proven customer service and problem resolution skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Advanced knowledge of departmental and bank products and services
• Sufficient understanding of departmental procedures and systems to operate with very limited supervision

Benefits

• 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