U.S. Bancorp

3 days ago

PWM New Account Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Own the end-to-end process for Private Wealth Management (PWM) new account openings, partnering with Wealth Management and Operations to successfully open banking deposit accounts and trust/investment accounts. Serve as a subject matter expert for PWM products, procedures, and SLAs. Monitor each stage, communicate and follow up with local Advisors and support staff, coordinate across departments, and resolve issues with missing or conflicting information and documentation.

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Fulfill new account opening requests for banking deposit accounts and trust/investment accounts.
•Act as a subject matter expert and primary internal contact, owning the process from initiation through account funding.
•Monitor stages of the account opening process and understand service level agreements.
•Communicate and coordinate with local Advisors and support staff to ensure timely, accurate, and efficient implementation of customers’ products and services.
•Resolve issues related to missing or conflicting information and documentation by coordinating with customers, sales staff, relationship managers, and operations staff as applicable.

Pay and Benefits

Salary: 28.27 - 37.69 hourly

Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysParental Leave

Key Requirements

•Typically a Bachelor’s degree, or equivalent experience.
•Typically seven or more years of relevant experience.
•Advanced knowledge of applicable department operations, policies, and bank products/services to operate with very limited supervision.
•Strong verbal, written, and interpersonal communication skills.
•Proven client service and problem resolution skills with proficient computer navigation skills, including Microsoft Office.

Experience:7+ yearsWealth managementBanking

Education:Bachelor's

Skills:CommunicationClient serviceProblem resolution

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 days ago

PWM New Account Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Fulfill new account opening requests for banking deposit accounts and trust/investment accounts.
•Act as a subject matter expert and primary internal contact, owning the process from initiation through account funding.
•Monitor stages of the account opening process and understand service level agreements.
•Communicate and coordinate with local Advisors and support staff to ensure timely, accurate, and efficient implementation of customers’ products and services.
•Resolve issues related to missing or conflicting information and documentation by coordinating with customers, sales staff, relationship managers, and operations staff as applicable.

Pay and Benefits

Salary: 28.27 - 37.69 hourly

Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysParental Leave

Key Requirements

•Typically a Bachelor’s degree, or equivalent experience.
•Typically seven or more years of relevant experience.
•Advanced knowledge of applicable department operations, policies, and bank products/services to operate with very limited supervision.
•Strong verbal, written, and interpersonal communication skills.
•Proven client service and problem resolution skills with proficient computer navigation skills, including Microsoft Office.

Experience:7+ yearsWealth managementBanking

Education:Bachelor's

Skills:CommunicationClient serviceProblem resolution

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