U.S. Bank · 1 month ago
PWM Client Services Team Leader
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $116K/yr
7+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The Private Wealth Management (PWM) Client Services Team Leader is responsible for leading the support staff and managing client interactions to ensure satisfaction and compliance.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Responsible for leadership of the support staff for Private Wealth Management
Overseeing the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank
Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist
Works proactively to identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship
Develops working knowledge of assigned area accounts through frequent client contact
Qualification
Required
Bachelor's degree, or equivalent work experience
Typically a minimum of seven years of banking experience, and at least two to three years of experience managing a team
Preferred
Ability to be accountable and work independently in managing a team tasked with excellent service and issue resolution
Ability to effectively work with others as part of a high performing team
Effective communication skills, consultative approach and able to influence others to support objectives
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Daniel Crozier
Senior Vice President Operations
Recent News
2025-12-24
2025-12-17
Company data provided by crunchbase