US Bank Careers | Wealth Management Special Assistant Job, Newport Beach, CA

U.S. Bank

Job Description

Wealth Management Special Assistant

This position is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Duties and Responsibilities

Your main responsibilities in this role include the following:

Job Requirements

• Bachelor's degree, or equivalent work experience

• Five or more years of administrative support experience in a banking environment

Preferred Qualifications

• Expert knowledge of departmental operations/policies and bank products/services

• Excellent interpersonal, verbal and written communication skills

• Exceptional customer service skills

• Ability to identify and resolve exceptions and to interpret data

• Ability to resolve complex problems with minimal guidance

• Excellent computer skills, especially Microsoft Office applications

Job Details

Company Name: U.S. Bank

Employment Type: Full-time

Job Location: Newport Beach, CA, United States

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