Wealth Management Rep

 

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.

 

Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Service Advantage Core Values. Incumbent is a service and support representative functioning as the primary, daily contact for Community Private Banking customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls, transactions and problem resolution, escalating items beyond specified authority to the assigned Relationship Manager. Responsible for processing consumer account openings and credit requests according to bank and regulatory guidelines by gathering and reviewing the necessary documentation and information within designated time frames. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.

 

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

 

Qualifications

 
Basic Qualifications
- Associate's degree or equivalent work experience
- Three to five years of experience in financial services industry
 
Preferred Skills/Experience
- Excellent verbal, written and interpersonal communication skills
- Outstanding customer service and problem resolution skills
- Advanced knowledge of departmental and bank products and services
- Proficient computer skills, especially Microsoft Office applications
- Strong ability to understand departmental procedures and systems to operate with limited supervision
 

Job

Branch Banking

Primary Location

Iowa-IA-Des Moines

Shift

1st - Daytime

Average Hours Per Week

40