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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

The Private Wealth Management (PWM) Account Opening Specialist Team Lead is responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account opening requests for banking deposit accounts in the West Region. The position will assist with guiding the current team as a subject matter expert and have a deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and funding. The team acts as the primary internal contact and owns the process from initiation to account funding. This includes monitoring various stages within the account opening process, understanding Service Level Agreements, and taking ownership over communication and follow-up with local Advisors and support staff. Coordinates activities with various departments to ensure that customers’ products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues relating to missing or conflicting information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers and operations staff, where applicable.

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.

Basic Qualifications

+ Typically Bachelor's degree, or equivalent experience

+ Typically seven or more years of relevant experience

Preferred Skills/Experience

+ Leadership abilities

+ Advanced knowledge of applicable department operations/policies and bank products/services to operate with very limited supervision

+ Effective verbal, written, and interpersonal communication skills

+ Proven client service and problem resolution skills

+ Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

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: $66,640.00 - $78,400.00

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.