Client Services Team Leader

U.S. Bank

PWM Client Services Team Leader responsible for managing support staff in Private Wealth Management. Overseeing client service, problem resolution, and team management for U.S.

Posted 7/2/2026full-timeScottsdale • Arizona, Idaho, Nevada • 🇺🇸 United StatesSenior💰 $75,820 - $89,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in managing support staff within Private Wealth Management, ensuring effective client service and problem resolution while maintaining compliance and fostering client relationships.

Highest-signal resume keywords

LeadershipTeam ManagementClient Relationship ManagementBanking ExperienceCompliance Identification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Banking ExperienceProblem ResolutionClient Service ManagementTransaction HandlingCompliance Management

Soft Skills

CommunicationInterpersonal SkillsTeam Collaboration

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Private Wealth ManagementTrustBankingInvestment ClientsFraud Detection

About the role

Key responsibilities & impact

Responsible for leadership of the support staff for Private Wealth Management
Oversee the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank
Manage teams of associates that handle day-to-day client calls and transactions and problem resolutions
Identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship
Develop working knowledge of assigned area accounts through frequent client contact

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Typically a minimum of five years of banking experience, and at least one year of experience managing a team

Benefits

Comp & perks

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