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

Unlock your potential

We are HIRING an Account Service Representative to support our Paying/Transfer Agent Group within Wealth Operations.

Some responsibilities include

• Will be expected to complete cross training between two teams: Non-Standard Processing and Default Processing.

• Partner with RMs (Relationship Managers), Product Operations, Client Services, and other key business partners on completion of payment processing requests related to both Non-Standard and Default Processing products.

• Completion of requests for payment related activities including but not limited to Non-Standard Distributions and Corrections, CDO Custody and Warehouse Distributions, Returned and Failed Wires, Arcaria/ArcariaCE Funds Movements, Default Distributions, and STA research and troubleshooting.

• Collaborate with key stakeholders to support and facilitate continuous improvement across product and processes, including growth, onboarding, technology, and business change management. Some activities will include:

  • Participate in Business Continuity Plan (BCP) review, meetings, and exercises

  • Complete UAT testing for technology enhancements and participate in project meetings

• Provide support to PTAO leadership for various tasks as assigned

• Partner with DTCC and internal partners to manage SLAs, aged/escalated items, and servicing (OA) agreement requirements.

• Expected to work independently with minimal supervision, demonstrate excellent time management skills, multitask, and complete work with competing deadlines based on prioritization list and real time assessment.

• Demonstrate a working to expert level of knowledge with Stream Transfer Agency (STA), Arcaria/ArariaCE, SEI Trust 3000, SWP, DTCC, and Microsoft 365 tools including Outlook, SharePoint, Excel, Teams, and Word.

Schedule: Monday - Friday 8:30am - 5:00pm Local time

Location: Lunken Operations Center, Ohio

Qualifications

• High school diploma or equivalent

• Typically three to five years of customer service experience

Skills/Experience

• Effective verbal, written, and interpersonal communication skills

• Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries

• Effective telephone skills including listening and demonstrating courtesy, empathy, and accuracy

• Thorough knowledge of all relevant operational processes and procedures and company products and services

• Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc.

• Ability to perform interest calculations and account adjustments

• Strong analytical and problem-solving skills

• Ability to manage multiple tasks/projects and deadlines simultaneously

Location Expectations

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.

#WCIBO

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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 (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.  

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: $21.88 - $29.13 - $32.04

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.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.