U. S. Bank
Financial Services
AscentPrivateBankingAssociate
“Ascent Private Banking Associate at U. S. Bank. Skills: Operational support, Client onboarding, Client maintenance. Process high-volume transactional requests. Facilitate opening of accounts”
What You'll Achieve.
Delivering high-quality service; Operational support to regional front offices; Ensuring an elevated client experience; Providing timely follow-up; Proactive communication; Seamless coordination across functional areas; Support business objectives
Industry & Context.
Resolving service-related issues; Issue resolution
Background checks, Code of Ethics and Business Conduct, Workplace conduct and safety policies
What They're Looking For.
Must Have
Bachelor's degree, 1-3 years of experience in private banking, wealth management, or financial services operations
Nice to Have
Experience supporting high-net-worth or ultra-high-net-worth clients, Demonstrated accountability, Ability to work independently, Leading a team focused on service and issue resolution, Collaborator, Contributes to a high-performing team environment, Able to operate effectively under pressure, Interpersonal skills, Client service skills, Communication skills, Skilled at influencing others, Consultative approach
What You'll Do.
Process high-volume transactional requests
Facilitate opening of accounts
Execute account updates
Process rate exceptions
Provide guidance for online banking
Support clients with digital tools
Assist with fraud monitoring
Assist with dispute claims
How You'll Work.
Team & Collaboration
Central partner to front office teams; Central partner to internal partners; Coordinate with regional teams; Partner with internal fraud teams
Communication Scope
Professional communication; Client service orientation; Interpersonal skills; Client service skills; Communication skills; Consultative approach
Process & Methodology
Manage multi-step workflows, Project manager for complex service requests
Applying for this Ascent Private Banking Associate role?
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