Wealth Management Process Improvement Analyst

 

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.

 
Promote the growth of metro and community Wealth Management (WM) strategy teams through continuous improvement processes. Ensure successful integration field Wealth Management Metro & Community (WMM&C) individuals and teams by creating and maintaining an organized, accessible collection of resources, tools, expectations and ongoing communications.  The communication experience will be unique for each WMM&C role (Advisor, Banker and Assistant in Metro) and (TBD in community). 
  • Partner closely with operations teams, field implementation and training to create a succinct experience to deliver actionable items to help individuals and teams improve their delivery of the WM client experience.
  • Conduct proactive interviews with field leaders, operations leaders and various strategy roles to understand where improvement is needed in processes, tools, locating resources, etc.
  • Document a repeatable experience for each role and overall team
  • Gather detailed information about any challenges and document so that issue can be logged into the appropriate WM PMO work stream.
  • Navigate the complexities of the cross business line strategy to define the overall vision for the team to achieve success
 

Qualifications

 
Qualifications:
  • College degree
  • 5-10 years of experience in financial services or banking industry
  • Ability to manage detailed multi-level projects
  • Strong analytical skills
  • Self- motivated and creative thinker
  • Excellent written and verbal communications
 

Job

Project Management / Analysis

Primary Location

United States

Shift

1st - Daytime

Average Hours Per Week

40