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Provides sales, processing, operational, administrative, and customer service support to the Company Wealth Management Banker (WMB)/U.S. Bancorp Investments Wealth Management Advisor (WMA) team with responsibilities for meeting the needs of the client in the wealth management group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
High school diploma or equivalent
Two or more years of office or financial services experience
Ability to obtain Series 6 or 7, 63, and life, variable life, health and disability licenses within 180 days of hire
Ability to learn operations, policies, procedures, regulations and compliance requirements
Strong analytical skills with an emphasis on detail
Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy
Excellent communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners
Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software
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