U.S. Bank · 10 hours ago
PWM Account Opening Specialist
Tempe, AZ
Full-time
Hybrid
Mid, Senior Level
$22.50/hr - $30/hr
5+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The PWM Account Opening Specialist is responsible for managing the account opening process for banking deposit and investment accounts, ensuring timely and accurate implementation of services while resolving any issues that arise.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts and trust and investment accounts
Acting as the primary internal contact and owning the process from initiation to account funding
Monitoring various stages within the account opening process and understanding Service Level Agreements
Taking ownership over communication and follow up with local Advisors and support staff
Coordinating activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner
Resolving issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff
Qualification
Required
Typically Associate's degree and/or five or more years of relevant experience
Preferred
Basic knowledge of applicable department operations/policies and bank products/services obtained through training and experience
Effective verbal, written, and interpersonal communication skills
Proven client service and problem resolution skills
Proficient 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
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase