Wealth Banking Services Solutions Manager - Operations

U.S. Bank • Gresham, OR

6d • Onsite

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. Job Description Inspire, excel and grow with us U.S. Bank is hiring a Wealth Banking Services Solutions Manager to support our client servicing team. The team size anywhere from 8-12 individuals in either Portland, OR or Cincinnati, OH. The incumbent leads a high-performing client support team responsible for end-to-end servicing of clients with loan and deposit products once accounts are opened. This role ensures a consistently excellent client experience across money movement requests, loan payments, account maintenance, issue resolution, and servicing inquiries. The Manager drives service quality, operational excellence, regulatory adherence, and continuous improvement while coaching a team to meet performance goals in a fast-paced, client-centric environment.

Requirements

• Bachelor's degree in accounting or finance, or equivalent work experience
• Three to five years of experience in trust and securities operational functions
• Three to five years of management experience

Nice To Haves

• Thorough knowledge of trust and securities operational functions, systems, procedures, products and services
• Thorough knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
• Well-developed analytical, problem-solving, organizational and project management skills
• Effective interpersonal, verbal and written communication skills
• Excellent supervisory and management skills, including a well-developed knowledge of human resources
• Ability to manage multiple, unrelated tasks
• Additional one to three years experience managing Managers preferred

Responsibilities

• Lead, coach, and develop an operations team responsible for Wealth Banking Services client support
• Set clear expectations, monitor performance, and provide ongoing feedback and development
• Manage staffing levels, workflow distribution, and capacity planning to meet SLAs in a high-growth environment
• Foster a culture of accountability, collaboration, and continuous improvement
• Oversee daily execution of client servicing activities, including: Teller-type transactions Wire transfers Loan payments Account opening and maintenance Ongoing client service requests
• Ensure operational processes are executed accurately, efficiently, and in compliance with internal policies and regulatory requirements
• Identify opportunities to improve efficiency, scalability, and risk mitigation
• Ensure adherence to legal, regulatory, and accounting requirements impacting Wealth Management and Securities Services
• Maintain strong operational controls and documentation
• Partner with compliance, risk, and audit teams as needed
• Partner with internal stakeholders across Wealth Management, Operations, and leadership teams
• Communicate effectively with peers and leaders regarding performance, capacity, risks, and improvement opportunities
• Support change initiatives related to growth, process optimization, and systems

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: Manager