Private Wealth Management Associate at U.S. Bank Naples, FL

Private Wealth Management Associate

Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority and/or standard department guidelines, the incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective 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.

• Bachelor's degree, or equivalent work experience, OR
• Five or more years of relevant experience

• Excellent verbal, written and interpersonal communication skills
• Proven customer service and problem resolution skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Considerable knowledge of departmental and bank products and services
• Sufficient understanding of departmental procedures and systems to operate with very limited supervision

The role offers a hybrid/flexible schedule, with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

• 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

Pay Range: $25.63 - $34.18 per hour.

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.