PWM Account Specialist

Position Overview

The Private Wealth Management (PWM) Account Opening Specialist works with Wealth Management and Operations to fulfill new account opening requests for banking deposit accounts and trust and investment accounts. The specialist is a subject matter expert on Private Wealth Management products and the procedures related to new account opening and funding.

• Own the account opening process from initiation to account funding, serving as the primary internal contact.
• Monitor the various stages of the account opening process and adhere to Service Level Agreements.
• Communicate and follow up with local advisors and support staff.
• Coordinate activities with multiple departments to ensure timely, accurate, and efficient implementation of customer products and services.
• Resolve issues related to missing or conflicting information and documentation by coordinating with customers, sales staff, relationship managers, and operations staff.

This role is hybrid. Team members typically spend three days a week at a U.S. Bank location, with flexibility on the remaining days.

• Associate's degree and/or at least five years of relevant experience.

• Basic knowledge of department operations, policies, and bank products/services acquired through training and experience.
• Effective verbal, written, and interpersonal communication skills.
• Proven client service and problem‑resolution skills.
• Proficient computer navigation skills in Microsoft Office and related software packages.

$22.50 – $30.00 per hour (range may vary by location).

• Health care: medical, dental, vision
• 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: two to five weeks depending on salary grade and tenure
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave: accrual of one hour for every 30 worked, up to 80 hours per calendar year or as required by law

U.S. Bank is an equal opportunity employer and considers all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

U.S. Bank conducts background checks consistent with applicable local laws and federal regulations. Applicants must comply with U.S. Bank policies, including the Code of Ethics and Business Conduct and workplace conduct and safety policies. This role may also be subject to sector‑specific regulatory requirements such as FINRA, NMLS registration, RegZ, RegG, OFAC, the NFA, the FCPA, the Bank Secrecy Act, and the SAFE Act.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program in all U.S. facilities and select territories.