Client Services Specialist – Wealth & Banking

• Service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank.

• Handles day-to-day client calls and transactions and problem resolution.

• 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.

Requirements

• Associate'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
• Advanced knowledge of departmental and bank products and services
• Sufficient understanding of departmental procedures and systems to operate with very limited supervision

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Hard Skills

• customer service
• problem resolution
• compliance knowledge
• bank products knowledge
• departmental procedures knowledge

Soft Skills

• verbal communication
• written communication
• interpersonal communication

Certifications & Qualifications

• Associate's degree