This position is a service and support role functioning as the primary, daily contact between Trust, Banking, and Investment clients and US Bank Private Wealth Management. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Advisor or respective Specialist. Works proactively and independently 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 client relationships through frequent contact and execution of standard departmental procedures.  Handles administrative duties including calendar management, travel arrangements, and expense reporting.


Basic Qualifications:

  • Associate degree, or equivalent work experience
  • Five or more years of administrative support experience in a banking, wealth management or financial services environment

Preferred Skills/Experience:

  • Superior knowledge of departmental operations/policies and bank products/services
  • Excellent interpersonal, verbal and written communication skills
  • Exceptional client 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
  • Ability to work independently when needed but also a strong team player
  • Extremely organized and detail oriented
  • Experience working with highly sensitive client information

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