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USBI Sales Support Representative - Operations Call Center

Support Wealth Management Advisors by resolving operational investment requests efficiently
Saint Paul, Minnesota, United States
Senior
18 hours agoBe an early applicant
Minnesota Staffing

Minnesota Staffing

Minnesota Staffing appears to be a staffing agency, but the domain mn.gov suggests it is a government entity, which is confusing. Without more information, I cannot provide an accurate description.

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Inspire, Excel And Grow With Us

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.

The USBI Sales Support team is an internal support center serving U.S. Bancorp Investments' Wealth Management Advisor teams. Team members provide support to these Advisors, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment-related products and services. Team acts as liaison between back- and front-office and other staff. Supports all USBI Operations' procedures and is proficient in navigating various systems. Team isolates and identifies source of problems, takes ownership of escalations and tracking through to fruition, including timely follow-up with representatives to adhere to regulatory requirements and service level agreements. Schedule: Monday - Friday 8:30am - 5pm local time Location: 3 days in Saint Paul or Cincinnati; 2 days remote

Basic Qualifications

  • High school diploma or equivalent
  • Typically five or more years of relevant work experience

Preferred Skills/Experience

  • Thorough understanding of retail investment industry rules and regulations. FINRA registrations not required, but preferred.
  • Effective interpersonal, verbal and written communication skills
  • Well-developed soft skills, including patience, flexibility, empathy, organization, and problem-solving
  • Technical proficiencies, the ability to effectively use various software and systems to manage customer interactions and resolve issues

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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.

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 (some may vary based on role, location or hours): 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

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.

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USBI Sales Support Representative - Operations Call Center
Saint Paul, Minnesota, United States
Sales
About Minnesota Staffing
Minnesota Staffing appears to be a staffing agency, but the domain mn.gov suggests it is a government entity, which is confusing. Without more information, I cannot provide an accurate description.