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Operations Analyst

$66.64k - $78.4k

U.S. Bancorp

Job TitleResponsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Accountable for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution. Responsibilities have various levels of risk correlating to the type and size of account or product. May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.Key ResponsibilitiesMonitor custody accounts and statement activity to help ensure statements are produced accurately and released according to established requirements.Research, analyze, and resolve statement exceptions and account discrepancies.Complete statement releases and process requests involving backdated transactions.Perform master trust evaluations, including reviewing account activity, categorizing transactions, and posting activity into the appropriate master trust structure.Manage Business Process Management (BPM) requests and other operational or request-management activities.Provide technical, process, and troubleshooting support for assigned accounts, products, systems, and procedures.Respond to inquiries from internal business-line partners and explain statement-related activity or issues when needed.Manage multiple operational processes and service-level commitments simultaneously.Identify operational risks, support established controls, and recommend opportunities to improve process efficiency.Apply independent judgment and decision-making when researching and resolving operational issues.Maintain accurate and timely completion of daily processing activities.Contribute to department initiatives and process improvements within the analyst's area of expertise.Provide professional, responsive service to internal partners and, when necessary, help support client-related discussions.Basic QualificationsTwo or more years of related operational or professional experience.Preferred QualificationsBachelor's degree, preferred.Intermediate Microsoft Excel skills, including the ability to work within existing spreadsheets, understand spreadsheet structure, manipulate data, and create formulas when needed.Knowledge of, or the ability to quickly learn, custody operational functions, systems, procedures, products, and services.Client-facing with trade operations experienceExperience researching discrepancies, resolving exceptions, or supporting transaction- and account-based operational processes.Strong analytical, numerical, problem-solving, decision-making, and organizational skills.Ability to recognize trends and maintain accuracy when working with numerical information.Ability to prioritize competing responsibilities, manage multiple processes, and meet established deadlines and service-level commitments.Strong technical aptitude and ability to navigate multiple business applications, email systems, and request-management tools.Professional verbal and written communication skills.Strong interpersonal and internal customer-service skills.Banking or financial-services experience is helpful but not required. Candidates from other industries will be considered when they demonstrate relevant analytical, technical, numerical, and operational experience.Location ExpectationsMust work in office 60% of the work days per week.BenefitsOur 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:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here.U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.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: $66,640.00 - $78,400.00U.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.Posting may be closed earlier due to high volume of applicants. U.S. Bancorp

Vacancy posted 5 days ago
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