U.S. Bank · 1 month ago
USBI Sales Support Representative - Operations
Cincinnati, OH
Full-time
Hybrid
Senior Level
$24.18/hr - $32.21/hr
5+ years expU.S. Bank is a financial institution focused on helping customers and businesses make smarter financial decisions. The USBI Sales Support Representative role involves providing internal support to Wealth Management Advisor teams by researching requests, resolving issues, and facilitating communication between various departments regarding investment-related products and services.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Provide support to Wealth Management Advisor teams, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment-related products and services
Act as liaison between back- and front-office and other staff
Support all USBI Operations’ procedures and be proficient in navigating various systems
Isolate and identify source of problems, take ownership of escalations and track through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements
Qualification
Required
High school diploma or equivalent
Typically five or more years of relevant work experience
Preferred
Thorough understanding of retail investment industry rules and regulations. FINRA registrations not required, but preferred
Effective interpersonal, verbal and written communication skills
Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues
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
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase