Impact Finance: Deposit & Payment Solutions - Operations Analyst

U.S. Bank • St. Louis, MO

4d • $75,820 - $89,200 • Hybrid

About The Position

The position functions as the primary daily contact between the Impact Finance New Markets, Historic Tax Credit and Syndications group and all other U.S. Bank related to bank accounts held by customers tied to tax credit deals. This includes handling Know Your Customer (KYC) tasks. Direct customer interface functioning as a liaison with various bank departments. Handles day-to-day client calls, customers actions, and client problem resolution. Ensures accurate portfolio implementations for products and services. Can act as the primary support for clients through communication and analysis. Helps manage compliance related projects such as periodic KYC reviews, inactive account reviews, process-related projects, and any potential audit requests tied to the processes of the group. Works across the Impact Finance partnerships with New Markets, Affordable Housing, Syndications, and other bank business lines. Minimal work product errors or edits. Backs up the other ops analysts and works as a team player. Proactive attitude towards working on and figuring out unfamiliar issues with minimal oversight. Provides an optimistic voice for the team in response to change, expresses honest thoughts and concerns in a productive way during team meetings, and speaks up when others might not. Attends on-going training and meetings and keep abreast of bank policies/procedures associated with account openings, KYC, overdrafts etc.

Requirements

• Bachelor's degree in accounting or finance, or equivalent work experience
• Five or more years of experience in financial accounting activities
• Know your customer (KYC) experience.
• Strong attention to detail.
• Ability to work in deadline-oriented environment.
• Ability to work effectively with individuals and groups across the company
• Can work as an independent thinker and is responsible for managing their time wisely.
• Strong analytical and problem-solving skills

Nice To Haves

• Thorough knowledge of deposit products and treasury management services
• Experience with opening accounts using the Fusion system

Responsibilities

• Assisting tax credit customers with opening accounts related to deals.
• Handling Know Your Customer (KYC) tasks.
• Acting as a liaison with various bank departments for direct customer interface.
• Handling day-to-day client calls, customer actions, and client problem resolution.
• Ensuring accurate portfolio implementations for products and services.
• Providing primary support for clients through communication and analysis.
• Managing compliance related projects such as periodic KYC reviews, inactive account reviews, process-related projects, and any potential audit requests tied to the processes of the group.
• Working across Impact Finance partnerships with New Markets, Affordable Housing, Syndications, and other bank business lines.
• Minimizing work product errors or edits.
• Backing up other operations analysts and working as a team player.
• Demonstrating a proactive attitude towards working on and figuring out unfamiliar issues with minimal oversight.
• Providing an optimistic voice for the team in response to change, expressing honest thoughts and concerns productively during team meetings, and speaking up when others might not.
• Attending ongoing training and meetings to stay abreast of bank policies/procedures associated with account openings, KYC, overdrafts etc.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level