Paying Transfer Agent Operations Specialist Team Lead - Wealth Operations
About The Position
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. 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.
Requirements
- High school diploma or equivalent
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
