Wealth Management Trust Associate - Cleveland, OH


At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Personal Trust specialist. 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.


Basic Qualifications
- Associate degree, or equivalent work experience
- Five or more years of administrative support experience in a Personal Trust environment

Preferred Skills/Experience
- Superior 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 skills, especially Microsoft Office applications


Administrative / Clerical

Primary Location



1st - Daytime

Average Hours Per Week