USBI Sales Support Representative - Operations Call Center

Inspire, Excel And Grow With Us

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.

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 (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.

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: $24.18 - $32.21

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.