Paying Transfer Agent Operations Specialist Team Lead - Wealth Operations

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 welcome forward-thinkers like you

If you like to collaborate across different internal groups, this is the role for you.

U.S. Bank is hiring a Paying Transfer Agent Operations Specialist- Team Lead to support our Bondholder Communications team within Corporate Trust Wealth Operations. Responsible for the operational support and processing activities of Wealth Corporate & Institutional Banking Operations (WCIBO) Corporate Trust customer accounts and products of various types. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Work is typically performed under limited guidance and direction. Typically requires a thorough level of knowledge of specific functional areas and general knowledge of Paying & Transfer Agent Operations functions. Requires general knowledge of technical skills in addition to good organizational skills.

Some responsibilities include but not limited too:

• Partner with Client Managers, Resolution Center, Client Services, System Owners, and other key business partners on completion of Bondholder requests.

• Assist in managing incoming workflow and inquiries via shared mailbox and physical mail including monitoring volume, assignment of work, and follow up on outstanding requests.

• Serve as a peer leader completing tasks including but not limited to:

  • Lead new hire role specific training and cross training

  • Provide peer coaching and feedback to management as needed or upon request

  • Work with other team members to ensure proper coverage where needed

• 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 ongoing support to PTAO leadership, including but not limited to:

  • Incoming process-related inquiries  

  • Issue management (resolution/escalation)

  • Pain point collection, review, and action planning

  • Various operations-related reporting

  • Review, recommend and/or update operations documents including published procedures, process workflows or job aids, and escalation roadmaps in partnership with leadership

  • Support various audit, risk, and compliance requests

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

Schedule: Monday- Friday 8:00am- 4:30pm CST

Location: 3+ days at West Side Flats location

What we are looking for:

• We are looking for someone who is dependable and punctual, with a good work ethic.

• We are looking for someone who is comfortable with communicating across different groups and interacting with others.

• We are looking for someone with a positive attitude and very organized.

• We are looking for someone who has the willingness to learn and take on new task and challenges as needed.

What's in it for you:

• Be a part of a team that values reliability, accuracy, and professionalism.

• Gain on hands experience across multiple tasks and build valuable operational skills.

• Enjoy a Monday- Friday, daytime schedule- no late nights or week required.

• Work alongside a supportive, and motivated colleagues who share your commitment to getting the job done right.

• If you enjoy a role that keeps you moving, this role is for you.

Basic Qualifications

• High school diploma or equivalent

Preferred Skills/Experience

• Demonstrate a general to thorough level of knowledge with Stream Transfer Agency (STA) and Microsoft 365 tools including Outlook, Excel, Teams, and Word

• Knowledge of or the ability to quickly learn Corporate Trust operational functions, systems, procedures, various products and/or services, for assigned area(s).

• Ability to multitask and meet established deadlines in a dynamic work environment.

• Exhibits analytical, problem-solving, decision-making, and organizational skills.

• Exhibits customer relation skills, interpersonal, and verbal and written communication skills.

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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:

• 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

Review 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.

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: $24.18 - $32.21

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.

Posting may be closed earlier due to high volume of applicants.