Resume and JobRESUME AND JOB
U.S. Bank logo

Multiple Positions - Wealth Management Specialist Assistant Banking - Operations

U.S. Bank

Multiple Positions - Wealth Management Specialist Assistant Banking - Operations

full-timePosted: Jan 17, 2026

Job Description

 

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

Inspire, excel and grow with us

U.S. Bank is hiring for a Wealth Management Specialist Assistant to support our Private Wealth Banking customers and U.S. Bank.

This individual will be working within delegated authority and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and U.S. Bank client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Banker.  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.

What we are looking for:

  • We are looking for someone who is dependable and punctual, with a good work ethic.

  • We are looking for someone who is comfortable with repetitive tasks

  • We are looking for someone with a positive attitude and a team first mindset.

  • We are looking for someone who has the willingness to learn, attention to detail, and professional communication.

What's in it for you:

  • Be a part of a team that values reliability, accuracy, and professionalism.

  • Gain hands on experience across multiple tasks and build valuable operational skills.

  • Enjoy a Monday- Friday, daytime schedule.

  • Work alongside a supportive, and motivated colleagues who share your commitment to getting the job done right.

Schedule: Monday - Friday 8am - 5:00pm local time

Location: 3 days in Cincinnati, OH; 2 days remote

Basic Qualifications

  • Bachelor's degree, or equivalent work experience

  • Five or more years of administrative support experience

Preferred Skills/Experience 

  • 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 navigation skills using a variety of software packages including Microsoft Office applications

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week

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.

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:

  • 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $25.63 - $34.18

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Locations

  • Cincinnati, OH, United States

Salary

53,310 - 71,094 USD / yearly

Estimated Salary Rangemedium confidence

53,310 - 71,094 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • administrative supportintermediate
  • interpersonal and communication skillsintermediate
  • customer serviceintermediate
  • problem resolutionintermediate
  • attention to detailintermediate
  • computer navigation (Microsoft Office)intermediate

Required Qualifications

  • Bachelor's degree or equivalent work experience (experience)
  • Five or more years of administrative support experience (experience)

Responsibilities

  • Handle day-to-day client contact and transactions
  • Provide problem resolution within delegated authority
  • Escalate issues beyond authority to assigned Banker
  • Identify potential problems, compliance issues, or fraud
  • Develop knowledge of assigned area through client contact
  • Execute standard departmental procedures

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (two to five weeks)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave (1 hour per 30 worked, up to 80 hours)

Target Your Resume for "Multiple Positions - Wealth Management Specialist Assistant Banking - Operations" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for Multiple Positions - Wealth Management Specialist Assistant Banking - Operations. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Multiple Positions - Wealth Management Specialist Assistant Banking - Operations" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score
Quiz Challenge

Answer 10 quick questions to check your fit for Multiple Positions - Wealth Management Specialist Assistant Banking - Operations @ U.S. Bank.

10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.

U.S. Bank logo

Multiple Positions - Wealth Management Specialist Assistant Banking - Operations

U.S. Bank

Multiple Positions - Wealth Management Specialist Assistant Banking - Operations

full-timePosted: Jan 17, 2026

Job Description

 

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

Inspire, excel and grow with us

U.S. Bank is hiring for a Wealth Management Specialist Assistant to support our Private Wealth Banking customers and U.S. Bank.

This individual will be working within delegated authority and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and U.S. Bank client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Banker.  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.

What we are looking for:

  • We are looking for someone who is dependable and punctual, with a good work ethic.

  • We are looking for someone who is comfortable with repetitive tasks

  • We are looking for someone with a positive attitude and a team first mindset.

  • We are looking for someone who has the willingness to learn, attention to detail, and professional communication.

What's in it for you:

  • Be a part of a team that values reliability, accuracy, and professionalism.

  • Gain hands on experience across multiple tasks and build valuable operational skills.

  • Enjoy a Monday- Friday, daytime schedule.

  • Work alongside a supportive, and motivated colleagues who share your commitment to getting the job done right.

Schedule: Monday - Friday 8am - 5:00pm local time

Location: 3 days in Cincinnati, OH; 2 days remote

Basic Qualifications

  • Bachelor's degree, or equivalent work experience

  • Five or more years of administrative support experience

Preferred Skills/Experience 

  • 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 navigation skills using a variety of software packages including Microsoft Office applications

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week

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.

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:

  • 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

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: $25.63 - $34.18

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.

Locations

  • Cincinnati, OH, United States

Salary

53,310 - 71,094 USD / yearly

Estimated Salary Rangemedium confidence

53,310 - 71,094 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • administrative supportintermediate
  • interpersonal and communication skillsintermediate
  • customer serviceintermediate
  • problem resolutionintermediate
  • attention to detailintermediate
  • computer navigation (Microsoft Office)intermediate

Required Qualifications

  • Bachelor's degree or equivalent work experience (experience)
  • Five or more years of administrative support experience (experience)

Responsibilities

  • Handle day-to-day client contact and transactions
  • Provide problem resolution within delegated authority
  • Escalate issues beyond authority to assigned Banker
  • Identify potential problems, compliance issues, or fraud
  • Develop knowledge of assigned area through client contact
  • Execute standard departmental procedures

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (two to five weeks)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave (1 hour per 30 worked, up to 80 hours)

Target Your Resume for "Multiple Positions - Wealth Management Specialist Assistant Banking - Operations" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for Multiple Positions - Wealth Management Specialist Assistant Banking - Operations. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Multiple Positions - Wealth Management Specialist Assistant Banking - Operations" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score
Quiz Challenge

Answer 10 quick questions to check your fit for Multiple Positions - Wealth Management Specialist Assistant Banking - Operations @ U.S. Bank.

10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.