U.S. Bank · 22 hours ago
Multiple Positions - Wealth Management Specialist Assistant Banking - Operations
Cincinnati, OH
Full-time
Hybrid
Mid, Senior Level
$25.63/hr - $34.18/hr
5+ years expU.S. Bank is hiring for a Wealth Management Specialist Assistant to support Private Wealth Banking customers. The role involves managing day-to-day client interactions, problem resolution, and identifying potential compliance issues to enhance client satisfaction.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Handles day-to-day daily contact between Private Wealth Banking customers and U.S. Bank client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Banker
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
Qualification
Required
Bachelor's degree, or equivalent work experience
Five or more years of administrative support experience
Dependable and punctual with a good work ethic
Comfortable with repetitive tasks
Positive attitude and a team first mindset
Willingness to learn, attention to detail, and professional communication
Preferred
Expert 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 navigation skills using a variety of software packages including Microsoft Office applications
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
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase