U.S. Bank

PWM Associate

U.S. Bank

1 month ago
Santa Barbara, CA
Hybrid
Full Time
Trainee
0 applicants
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U.S. Bank
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About this role

The Private Wealth Management Associate at U.S. Bank acts as the primary contact for Wealth Management, Trust, Banking, or Investment clients, handling daily client interactions, transactions, and issue resolution. The role involves client support and developing knowledge of departmental processes to enhance client satisfaction.

Skills

Qualifications

Associate's DegreeRelevant Work Experience
U.S. Bank

About U.S. Bank

usbank.com

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.

About U.S. Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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