PWM Client Services Team Lead

 

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 Client Services Team Lead is a hands‑on, player‑coach role that blends direct client service execution with team leadership. This position actively performs complex service work while also managing workflow, monitoring work volume, and guiding effective task distribution across the client service team.

The Team Lead interacts directly with external clients to deliver excellent service, deepen client relationships, and ensure timely, accurate resolution of service requests. This role partners closely with the Private Wealth Management market—including Advisors, Private Bankers, Trust Advisors, and Portfolio Managers—to ensure alignment, transparency, and clear communication throughout the lifecycle of client requests, with a shared focus on exceeding client expectations.

Key Responsibilities

• Lead daily workflow management, including monitoring work volume, prioritization, and equitable distribution of tasks to internal team members
• Actively resolve and escalate complex service issues, including potential fraud, operational risk, and compliance concerns
• Support Private Wealth Management Advisors, Private Bankers, Trust Advisors, and Portfolio Managers across all client service needs
• Collaborate directly with external clients to resolve service inquiries and provide timely, professional updates
• Proactively identify potential operational issues, compliance risks, and fraud concerns; escalate appropriately and partner with risk and compliance teams as needed
• Ensure adherence to regulatory requirements, internal policies, and service standards
• Monitor service quality, turnaround times, and accuracy to maximize client satisfaction
• Coach, develop, and support team members to promote consistency, accountability, and high performance
• Drive continuous improvement by identifying process gaps and recommending enhancements to improve efficiency and client outcomes
• Support relationship expansion by delivering reliable service that builds client trust and confidence

Basic Qualifications

• Typically Bachelor's degree, or equivalent experience
• Typically seven or more years of relevant experience

Preferred Skills/Experience

• Advanced knowledge of applicable department operations/policies and bank products/services to operate with very limited supervision
• Effective verbal, written, and interpersonal communication skills
• Proven client service and problem resolution skills
• Ability to effectively work with others as part of a high performing team

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.