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Account Processor 4
- US Bank (St. Paul, MN)
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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
Our Wealth Management & Investment Services is seeking an Account Processor to perform a variety of document processing and record keeping tasks associated with customer accounts. The Account Processor will operate within the Account Services New Account Applications team to maintain complex customer accounts that require a thorough knowledge of investment products, services, and financial industry regulations.
Responsibilities include but are not limited to:
+ Entering new investments account information using multiple systems/applications
+ Changing information on existing investments accounts based on customer’s requests
+ Recording transactions to ensure accurate recordkeeping/archive
+ Answering customer and departmental inquiries
+ Classifying, consolidating, and summarizing documents and information
+ Completing reports and providing administrative support to the department
Basic Qualifications
- High school diploma or equivalent
- Typically four or more years of clerical and customer service experience
Preferred Skills/Experience
- 2 years or 4 years college degree or equivalent
- Knowledge of products, services, terminology, procedures, and systems related to wealth management and investment services or demonstrated aptitude to learn
- Strong customer service skills
- Ability to manage multiple projects and deadlines simultaneously while maintaining a high level of customer service
- Ability to independently identify and resolve complex problems
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Effective verbal and written communication skills
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 (https://careers.usbank.com/global/en/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 (some may vary based on role, location or hours):
+ 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
E-Verify
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: $21.25 - $28.32
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.
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