Workflow Coordinator - WCIB 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. Job Description Take your skills to the next level We are looking to grow our team within Wealth Banking Services group. This role serves as a critical service and support liaison within the Wealth Banking Services team, functioning as a pre-underwriter to facilitate the onboarding of new credit relationships, including lines and loans. The position supports Bankers and Relationship Managers by ensuring all onboarding documentation and requirements are met in accordance with internal policies and regulatory guidelines.
Requirements
- Bachelor's degree, or equivalent work experience
- Five or more years of administrative support experience
Nice To Haves
- Expert knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
- Exceptional customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Ability to resolve complex problems with minimal guidance
- Excellent computer navigation skills using a variety of software packages including Microsoft Office applications
Responsibilities
- Client Onboarding Support:
- Assist in the end-to-end onboarding process for new clients and credit facilities.
- Review submitted documentation for completeness and accuracy prior to underwriting.
- Ensure timely and compliant setup of new accounts and credit lines.
- Pre-Underwriting Review:
- Conduct initial assessments of client documentation to identify missing or incomplete items.
- Escalate outstanding onboarding requirements to the assigned Banker or Relationship Manager.
- Collaborate with internal stakeholders to resolve documentation or compliance issues.
- Risk and Compliance Monitoring:
- Proactively identify potential compliance concerns, fraud indicators, or operational risks during onboarding.
- Ensure adherence to internal controls, regulatory requirements, and risk management protocols.
- Maintain up-to-date knowledge of onboarding procedures and compliance standards.
- Client Relationship Support:
- Serve as a point of contact for onboarding-related inquiries from internal partners.
- Provide high-quality service to enhance client satisfaction and support relationship growth.
- Promote operational efficiency and accuracy to encourage expansion of client relationships.
- Operational Excellence:
- Work within established department guidelines and service level agreements.
- Maintain detailed records of onboarding activities and communications.
- Participate in process improvement initiatives and contribute to team success.
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
Mid Level
Number of Employees
1,001-5,000 employees
