Onboarding Coordinator

US Bank Seattle, Washington
onboarding coordinator financial onboarding team travel customer service security journey excel coordinator wealth wealth management
March 19, 2023
US Bank
Seattle, Washington
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

Onboarding Coordinator will work with our new Wealth Management field employees and Region Leadership teams during the prehire and onboarding phases of the new hire process. Responsible for providing a broad variety of administrative, operational and support services, which includes communications to clients. Part of this process will be to stay in close contact with the new team members to assist them during their transition. They are also responsible for working with the Region and Division leaders with regard to relationship preservation. In addition, they may travel to onboard a new employee or help transition that practice to US Bancorp. May travel up to 25% of time.

We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Apply today and explore what's possible with a career at U.S. Bank.


Basic Qualifications

* High school diploma or equivalent
* At least five years of customer service experience
* At least five years of industry experience

Preferred Skills/Experience

* FINRA Series 6/63
* Thorough knowledge of Onboarding philosophy, policy, procedures, documentation and systems
* Advanced knowledge of products and services
* Proven customer service and interpersonal skills
* Strong mathematical, problem-solving, and negotiation skills
* Strong verbal and written communication skills
* Experience in the financial services industry preferred

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.


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

EEO is the Law

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. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.


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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.68 - $29.35

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

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