PWM Account Opening Specialist

U.S. Bank • Madison, WI • 7h ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Private Wealth Management (PWM) Account Opening Specialist is responsible for 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. The position is a subject matter expert and has deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding. Acts as the primary internal contact and owns the process from initiation to account funding. This includes monitoring of various stages within the account opening process, understanding Service Level Agreements, and taking ownership over communication and follow up with local Advisors and support staff. Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable.

Basic Qualifications

Typically Associate's degree and/or five or more years of relevant experience

Preferred Skills/Experience

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

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.87 - $27.84

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Exercise Physiologist / Kinesiologist / Athletic Trainer - Industrial Injury Prevention (ATC, OT, PT, PTA, COTA, CEAS)

U.S. Physical Therapy • Sun Prairie, WI • 26min ago

Legal & Paralegal

Company Description About Us: Briotix Health is a leading provider of employee health and wellness solutions. Our mission is to improve the well-being and performance of workers through innovative, evidence-based practic...

26min ago

Go to Apply

Industrial Energy Engineering Manager

Leidos • Madison, WI • 28min ago

Legal & Paralegal

Description Looking for an opportunity to make a real impact for Wisconsin's economy? Leidos seeks an Senior Engineering Manager to provide engineering oversight for a utility energy-efficiency program that promotes ener...

28min ago

Go to Apply

Industrial Energy Advisor

Leidos • Madison, WI • 30min ago

Legal & Paralegal

Description Looking for an opportunity to make a real impact for Wisconsin's economy? At Leidos, we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers'...

30min ago

Go to Apply

Industrial Energy Engineering Manager

Leidos • Madison, WI • 31min ago

Legal & Paralegal

Description Leidos seeks an Senior Engineering Manager to provide engineering oversight for a utility energy-efficiency program that promotes energy efficiency with industrial facilities in Wisconsin. This exciting posit...

31min ago

Go to Apply

Manager, Data Scientist - Velocity Black (Remote-Eligible)

Capital One • Madison, WI • 2h ago

Management & Administrative

Manager, Data Scientist - Velocity Black (Remote-Eligible) Data is at the center of everything we do. As a startup, we disrupted the credit card industry by individually personalizing every credit card offer using statis...

2h ago

Go to Apply

Product Manager: Capital One Shopping (Remote-Eligible)

Capital One • Madison, WI • 2h ago

Management & Administrative

Product Manager: Capital One Shopping (Remote-Eligible) We are looking for a Product Manager to join our growing team in Capital One Shopping. If you have a remarkable ability to use data to tell a story, form a hypothes...

2h ago

Go to Apply

Manager, Product Manager: AI/ML - Velocity Black (Remote)

Capital One • Madison, WI • 2h ago

Management & Administrative

Manager, Product Manager: AI/ML - Velocity Black (Remote) Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovati...

2h ago

Go to Apply

Senior Manager, Product Manager: Capital One Shopping (Remote-Eligible)

Capital One • Madison, WI • 2h ago

Management & Administrative

Senior Manager, Product Manager: Capital One Shopping (Remote-Eligible) We are looking for a Product Manager to join our growing team in Capital One Shopping. If you have a remarkable ability to use data to tell a story,...

2h ago

Go to Apply

Biologist (Hybrid)

NANA Regional Corporation • Madison, WI • 2h ago

Hospital & Medical

Akima is hiring a qualified and experienced Biologis t to perform the tasks described below and within written established guidelines in support of The National Wildlife Heath Center (NWHC). The work required is to desig...

2h ago

Go to Apply

Sr. Software Engineer

Educational Testing Service • Madison, WI • 2h ago

IT & Engineering

About ETS: ETS is a global education and talent solutions organization enabling lifelong learners worldwide to be future-ready. For more than 75 years, we've been advancing the science of measurement to build benchmarks...

2h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.