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WM Trust Associate
MADISON WI 53703
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-89770388

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U.S. Bank

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Summary

  Job posted:   Thu May 17, 2018
  Distance to work:   ? miles
       
  1 Views, 0 Applications  
 
WM Trust Associate

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.


**Qualifications:**


Basic Qualifications

- Associate degree, or equivalent work experience

- Three to five years of administrative support experience in a banking environment


Preferred Skills/Experience

- Advanced knowledge of departmental operations/policies and bank products/services

- Excellent interpersonal, verbal and written communication skills

- Outstanding customer service skills

- Ability to identify and resolve exceptions and to interpret data

- Ability to resolve complex problems with minimal guidance

- Proficient computer skills, especially Microsoft Office applications


**Job:** Relationship Support


**Primary Location:** Wisconsin-WI-Madison


**Shift:** 1st - Daytime


**Average Hours Per Week:** 40


**Requisition ID:** 180017788


U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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