UBIS Field Operation Specialist at US Bank National Association
Glendale, CA 91203, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

34.33

Posted On

16 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Regulatory Requirements, Communication Skills

Industry

Financial Services

Description

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

We are seeking a detail-oriented UBIS Field Operation Specialist to support our financial services team. This role is responsible for accurately indexing incoming documents into our banking system, ensuring proper identification and association with client accounts.

BASIC QUALIFICATIONS

  • Bachelor’s degree, or equivalent work experience
  • Typically two or more years of related experience

PREFERRED SKILLS/EXPERIENCE

  • General knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
  • Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
  • Good understanding of project management and testing methodology and procedures
  • Ability to develop test schedules, review testing plans, track test issues and report on test results
  • Good analytical and forecasting skills
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to work as part of a project team
  • Effective verbal and written presentation and communication skills
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Responsibilities

KEY RESPONSIBILITIES

  • Review and index documents received via fax from advisors.
  • Identify account numbers and retrieve corresponding account information to ensure accurate indexing.
  • Process mutual fund documentation and assist with identification procedures.
  • Rotate through various workstations and duties on a weekly basis.
  • Maintain accuracy and efficiency in document handling and data entry.

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 la
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