Job Description

This position is an associate supporting the Cincinnati Regional Office across all functional areas of the Ascent business including Trust, Banking, and Investments.  Working with the various departments, this role helps to support day-to-day client activities and tasks.

As directed, may coordinate document execution with clients directly to support account openings and/or to resolve compliance exceptions. Develops working knowledge of assigned areas and execution of standard departmental procedures. Works proactively to manage the administrative tasks of each department. Example tasks include:

• Banking – Coordinate account opening documents, branch transactions (deposits, cashiers checks, etc.) and statement support.

• Investments – Support client meeting prep, investment review books, private capital subscription documents and trade advice management.

• Family Office Services – Facilitate account opening documents, trust check deposits, tax document requests (K1s & 1099s) and statement set-up.

In addition to providing direct support for disciplines, this individual will also serve as a general office administrator and have responsibilities related to maintaining the office. Example tasks include:

• Coordinate the tracking and processing of expense invoices
• Maintain office supply and materials inventory
• Ensure physical office space is clean and utilities are operational (a/v technology, lighting, cleaning)
• Prepare the office space for in-person meetings (setting up meeting space, ordering food when needed, etc.)
• Welcomes clients and visitors to the office and helps to direct them during their visit
• Assist team members with material creation (printing, binding, mailing materials as needed)

Basic Qualifications:

• Associate degree or equivalent work experience
• Five or more years of experience in a professional environment
• Demonstrates professionalism and ability to work well with other professionals

Preferred Skills/Experience:

• Exceptional attention to detail and task management skills
• Superior knowledge of departmental operations/policies and bank products/services
• Excellent interpersonal, verbal and written communication skills
• Exceptional client service skills
• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer skills, especially Microsoft Office applications

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.

Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.

Benefits: 
Take care of yourself and your family with U.S. Bank employee benefits.  We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve.  That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com.

EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.

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.

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.