Private Wealth Management Ascent Service Associate

US Bank • Cincinnati, OH 45201

Posted 2 weeks ago

Job Description

Responsible for supporting internal and external clients by providing moderately complex to highly complex services in account management, operations, documentation and technical support. Products & services include Personal Trust accounts, Brokerage (full service & self-directed products), Banking (deposit, savings and overdraft products), Lines & Loans (mortgage, secure prime line & home equity products), Debit/ATM cards, Online (navigation & technical support) and all Credit Card products & features. Delivering a one-stop, 24x7x365 internationally enabled assistance. In addition assists with relationship management, growth and retention of Ascent and Private Wealth Management clients. Executes on monetary transactions such as money movement between accounts, payments & advances and investment transactions such as unsolicited equity trades, money market & mutual fund transactions. Act as primary liaison between clients and USB and or USB Investments. Answer questions and solve problems across a USB and USBI departments may support special projects as needed for the business, may provide assistance to less tenured or knowledgeable peers.

Adhere to compliance expectations and guidelines, and ensuring clear and concise documentation. Make outbound calls to clients and internal partners with or without relationship managers. Answer questions, accepts escalations & problem solve for front line, clients and partners. Interface with other departments, regions, groups to resolves customer service issues. Follows-up with resolution of problems to ensure timely response and customer/client service. Identify and lead process and model improvement opportunities

* This position includes weekend and holiday support. This position could require schedule flexibility and the ability to work on short notice.

Basic Qualifications

* Associate degree, or equivalent work experience

* Five or more years of client service and support experience in a banking environment

* FINRA Series 7 & 63 registrations

Preferred Skills/Experience

* Superior 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

* Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word and Excel

* Experience with department-specific systems

* Unlicensed and partially licensed candidates are required to obtain the FINRA Series 7 & 63 registrations within a determined timeframe


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