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  • Wealth Management Closing Specialist

    US Bank (Cincinnati, OH)



    Apply Now

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    Job Description

    We are hiring a Wealth Management Closing Specialist that provides operational support to Personal Trust relationship management staff. Duties may include processing account opening, closing and maintenance requests, as well as various other related administrative support functions. These duties may include cash disbursements, receipt or delivery of assets, account valuations, documentation review and maintaining account coding. Ensures that requests are completed timely, accurately and in compliance with standard policies. Ensures that customers receive quality service for all personal trust operational activities supported. Adheres to corporate policies and procedures and complies with applicable laws and regulations.

     

    **Work Location:** 5065 Wooster Rd., Cincinnati, Ohio 45226

    Basic Qualifications

    - High school diploma or equivalent

     

    - Five or more years of experience in accounting/financial transactions and customer service activities

    Preferred Skills/Experience

    - Thorough understanding to handle all functions supported in the work group/department

     

    - Excellent interpersonal, verbal and written communication skills

     

    - Proven client service and problem resolution skills

     

    - Proficient computer skills, especially Microsoft Office applications

     

    - Ability to manage multiple tasks and deadlines simultaneously

     

    - Ability to identify and resolve exceptions and to interpret data

     

    Location Expectations

     

    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

     

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    Benefits:

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

     

    + Healthcare (medical, dental, vision)

    + Basic 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 (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

     
     

    E-Verify

     
     

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 - $37.60

     
     

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

     

    Posting may be closed earlier due to high volume of applicants.

     


    Apply Now



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