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Ascent Private Banking Associate

Job in San Diego, San Diego County, California, 92189, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Banking Operations, Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. A career with U.S. Bank gives you opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering high-quality service and operational support to regional front offices across the country. This position ensures an elevated client experience by managing daily banking operations, resolving service-related issues, and coordinating multi-step banking support processes that may span several days or weeks.

As a central partner to both front office teams and internal partners, the Ascent Banking Associate serves as a project manager for complex service requests—providing timely follow-up, proactive communication, and seamless coordination across functional areas.

Responsibilities
  • Operational Support & Money Movement
  • Process high-volume transactional requests including:
  • Domestic and international wires
  • Internal transfers
  • Loan advances and payments
  • Teller transactions and related activities
  • Client Onboarding & Account Opening
  • Facilitate the opening of consumer, business, and trust accounts
  • Ensure accuracy, compliance, and completeness of onboarding documentation
  • Coordinate with regional teams to support smooth client transitions into the Ascent service model
  • Client & Account Maintenance
  • Execute account updates including signer changes, address modifications, and ownership updates
  • Process rate exceptions and other account-level adjustments
  • Maintain accurate and compliant client records
  • Digital & Online Banking Support
  • Provide guidance and issue resolution for online banking enrollment, access, and troubleshooting
  • Support clients with navigation, functionality, and digital banking tools
  • Fraud & Dispute Support
  • Assist with fraud monitoring, dispute claims, and documentation needs
  • Partner with internal fraud teams to ensure timely case resolution and clear communication to field teams
Success Profile
  • Strong attention to detail and accuracy
  • Excellent organizational, follow-through, and prioritization skills
  • Ability to manage multi-step workflows over extended time frames
  • Strong relationship-building skills with national and regional partners
  • Professional communication and client service orientation
Basic Qualifications
  • Bachelor's degree, or equivalent work experience
  • One to three years of experience in private banking, wealth management, or a financial services operations role
Preferred Skills/Experience
  • Experience supporting high-net-worth or ultra-high-net-worth clients
  • Demonstrated accountability with the ability to work independently while leading a team focused on service and issue resolution
  • Strong collaborator who contributes to a high-performing team environment
  • Able to operate effectively under pressure in a dynamic, changing environment
  • Strong interpersonal, client service, and communication skills
  • Skilled at influencing others through a consultative approach to support business objectives
Location expectations

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

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. Our benefits include the following:

  • 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…
Position Requirements
10+ Years work experience
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