Investment Operations Specialist

at  US Bank National Association

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

Performs a variety of operational duties supporting the US Bancorp Investments Brokerage Operations Life Events department. Researches and resolves operational exceptions, some of which may involve extensive review. Interfaces with investment and other internal and external personnel via phone and e-mail to resolve issues and ensure efficient service to customers. Ensures that all documentation requirements are satisfied. Staffs a phone queue for heirs and beneficiaries of decedent account owners while providing excellent customer service. Answers client questions regarding case status and document needs.

Basic Qualifications

• High school diploma or equivalent
• Four or more years of related experience

Preferred Skills/Experience

• Advanced knowledge of the investment operations within the assigned area
• Thorough knowledge of the computer applications used in the assigned area
• Strong ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to operate various types of office equipment
• Strong customer service and relations skills
• Ability to identify and resolve/escalate problems
• Advanced mathematical and/or accounting skills
• Good data entry skills
• Effective verbal and written communication skills

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.

• 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 la