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Sales Support Representative - Saint Paul, MN

Company: US Bank
Location: Saint Paul
Posted on: May 3, 2021

Job Description:

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

Responsible for inbound Financial Advisor calls, account administration and maintenance. May contact other departments to resolve issues. Provides high quality customer service by responding to telephone inquiries, requests and problems. Researches and resolves problems and errors. Assesses Financial Advisor needs for other products and services and either sends the Financial Advisors information about U.S. Bancorp's products and services or refers them to sales staff. The incumbent must have excellent customer service as well as, written and verbal communication skills; and keep current on all related products and services as well as general U.S. Bancorp information required to answer Financial Advisors questions. Incumbents are expected to answer all questions correctly. Ensure that Financial Advisors receive the best possible service. May provide overflow support to other phone group as needed.

Basic Qualifications

* High school diploma or equivalent * Three or more years of experience in the brokerage industry

Preferred Skills/Experience

* Excellent telephone and interpersonal skills * Thorough knowledge of brokerage products and services, securities, investment instruments, and trading * Effective referral skills * Good knowledge of computer systems and procedures, including advisor computer desktop applications * Proven customer service skills * Ability to manage multiple tasks/projects and deadlines simultaneously * Detail-oriented and ability to work independently * Strong written and verbal communication skills * Bachelor's degree preferred * Series 7, 63 or 66 licenses preferred

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 usbank.com/careers.

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.

Keywords: US Bank, St. Paul , Sales Support Representative - Saint Paul, MN, Other , Saint Paul, Minnesota

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