U.S. Bancorp

3 weeks ago

PWM Client Services Team Leader

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Lead the Private Wealth Management (PWM) Client Services support team, serving as a primary contact between PWM, Trust, Banking, or Investment clients and U.S. Bank. Oversee day-to-day client calls, transactions, and issue resolution, escalating matters beyond authority to the assigned PWM Advisor or specialists. Proactively identify potential problems, compliance risks, or fraud to improve satisfaction and support client relationship growth, while building expertise through frequent client contact.

Location: Boise, Las Vegas

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Provide leadership for the Private Wealth Management (PWM) Client Services support staff.
•Oversee service and support operations as the primary contact between clients and U.S. Bank.
•Manage teams handling day-to-day client calls, transactions, and problem resolutions.
•Escalate items beyond personal authority to the assigned PWM Advisor or relevant specialist.
•Identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage relationship expansion.

Pay and Benefits

Salary: USD 75,820 - 89,200

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Typically 5+ years of banking experience.
•At least 1 year of experience managing a team.
•Ability to be accountable and work independently while managing a team for service and issue resolution.
•Effective communication skills with a consultative approach and ability to influence others.

Experience:5+ yearsBanking

Education:Bachelor's

Skills:AccountabilityIndependent workTeamworkCommunicationConsultative influence

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

3 weeks ago

PWM Client Services Team Leader

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Boise, Las Vegas

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Provide leadership for the Private Wealth Management (PWM) Client Services support staff.
•Oversee service and support operations as the primary contact between clients and U.S. Bank.
•Manage teams handling day-to-day client calls, transactions, and problem resolutions.
•Escalate items beyond personal authority to the assigned PWM Advisor or relevant specialist.
•Identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage relationship expansion.

Pay and Benefits

Salary: USD 75,820 - 89,200

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Typically 5+ years of banking experience.
•At least 1 year of experience managing a team.
•Ability to be accountable and work independently while managing a team for service and issue resolution.
•Effective communication skills with a consultative approach and ability to influence others.

Experience:5+ yearsBanking

Education:Bachelor's

Skills:AccountabilityIndependent workTeamworkCommunicationConsultative influence

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