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Ascent Private Banking Associate

$66.64k - $78.4k
Full-time

U.S. Bank

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 The Ascent Private Banking Associate plays a critical role within the National Ascent Servicing & Administration (NASA) team, delivering high‑quality service and operational support to regional front offices across the country. This position ensures an elevated client experience by managing daily banking operations, resolving service‑related issues, and coordinating multi‑step banking support processes that may span several days or weeks. As a central partner to both front office teams and internal partners, the Ascent Banking Associate serves as a project manager for complex service requests—providing timely follow‑up, proactive communication, and seamless coordination across functional areas. Key Responsibilities: Operational Support & Money Movement Process high‑volume transactional requests including: - Domestic and international wires - Internal transfers - Loan advances and payments - Teller transactions and related activities - Client Onboarding & Account Opening - Facilitate the opening of consumer, business, and trust accounts - Ensure accuracy, compliance, and completeness of onboarding documentation - Coordinate with regional teams to support smooth client transitions into the Ascent service model - Client & Account Maintenance - Execute account updates including signer changes, address modifications, and ownership updates - Process rate exceptions and other account‑level adjustments - Maintain accurate and compliant client records - Digital & Online Banking Support - Provide guidance and issue resolution for online banking enrollment, access, and troubleshooting - Support clients with navigation, functionality, and digital banking tools - Fraud & Dispute Support - Assist with fraud monitoring, dispute claims, and documentation needs - Partner with internal fraud teams to ensure timely case resolution and clear communication to field teams Success Profile: - Strong attention to detail and accuracy - Excellent organizational, follow‑through, and prioritization skills - Ability to manage multi‑step workflows over extended timeframes - Strong relationship‑building skills with national and regional partners - Professional communication and client service orientation Basic Qualifications: - Bachelor's degree, or equivalent work experience - One to three years of experience in private banking, wealth management, or a financial services operations role Preferred Skills/Experience: - Experience supporting high‑net‑worth or ultra‑high‑net‑worth clients - Demonstrated accountability with the ability to work independently while leading a team focused on service and issue resolution - Strong collaborator who contributes to a high‑performing team environment - Able to operate effectively under pressure in a dynamic, changing environment - Strong interpersonal, client service, and communication skills - Skilled at influencing others through a consultative approach to support business objectives Location expectations: 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. 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: $66,640.00 - $78,400.00 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. 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.

Vacancy posted 5 days ago
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