U.S. Bancorp

2 days ago

WM Affluent Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Support Financial Advisors by providing sales, processing, operational, administrative, and customer service assistance within U.S. Bancorp Investment Sales. Help drive business development through responsive sales activities that meet existing customer needs, and research customer questions while staying within regulatory limits. Use strong customer service and communication skills while managing multiple priorities and working effectively with Microsoft Office tools.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
•Support business development by performing responsive sales activities to meet existing customer needs.
•Research and respond to customer needs within regulatory limits.
•Manage multiple tasks, projects, and deadlines simultaneously.
•Deliver high-quality customer service supported by strong communication skills.

Pay and Benefits

Salary: USD 20 - 22.45 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Two to four years of investment industry experience.
•Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses.
•Excellent customer service skills.
•Proficiency with Microsoft Office and strong verbal and written communication skills.

Experience:2-4 yearsInvestment industry

Education:High School

Skills:Customer serviceVerbal communicationWritten communicationMultitaskingDeadline management

Licenses:Series 6Series 7Series 63Life insuranceVariable life insuranceHealth insuranceDisability insurance

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

WM Affluent Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
•Support business development by performing responsive sales activities to meet existing customer needs.
•Research and respond to customer needs within regulatory limits.
•Manage multiple tasks, projects, and deadlines simultaneously.
•Deliver high-quality customer service supported by strong communication skills.

Pay and Benefits

Salary: USD 20 - 22.45 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Two to four years of investment industry experience.
•Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses.
•Excellent customer service skills.
•Proficiency with Microsoft Office and strong verbal and written communication skills.

Experience:2-4 yearsInvestment industry

Education:High School

Skills:Customer serviceVerbal communicationWritten communicationMultitaskingDeadline management

Licenses:Series 6Series 7Series 63Life insuranceVariable life insuranceHealth insuranceDisability insurance

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor