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  • Paying and Transfer Agent Operations Specialist…

    US Bank (St. Paul, MN)



    Apply Now

    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

     
     

    The Paying and Transfer Agent Operations Specialist plays a critical role in managing bond processing activities and resolving complex inquiries related to unclaimed property and escheated funds. This position requires strong analytical and investigative skills, as well as a passion for uncovering information that is not always easy to find.

    Key Responsibilities:

    + _Research & Investigation_ **:**

    + Conduct in-depth research on historical escheatment cases to resolve customer and state inquiries.

    + Utilize multiple sources, including system databases, archived records, and coordination with internal teams and prior agents, to locate and verify information.

    + Investigate aged funds at risk of escheatment and ensure accurate resolution.

    + _Customer Service & Communication:_

    + Respond to internal and external customer inquiries with professionalism and accuracy.

    + Explain complex findings clearly and provide guidance on next steps.

    + _Processing & Compliance:_

    + Issue payments for bond presentments and inquiries related to unclaimed or aged funds.

    + Use established procedures to ensure timely and accurate processing of bonds.

    + Ensure compliance with legal and regulatory requirements for special transactions.

    + _Collaboration & Continuous Improvement:_

    + Work closely with team members on projects and specialized initiatives that support the broader organization.

    + Suggest process improvements and contribute to efficiency enhancements.

    + Track and gather data for statistical reporting and operational insights.

    **_Schedule_** : Monday - Friday 8:00am - 4:30pm CST

    **_Location:_** 3+ days at West Side Flats 60 Livingston Avenue Saint Paul, MN

    _Basic Qualifications_

    + High school diploma or equivalent

    + Three or more years of experience in transaction processing

    _Preferred Skills/Experience_

    + Demonstrated clerical, key entry, and customer service/relation skills

    + Well-developed ability to identify and resolve complex problems with minimal guidance

    + Proficient computer skills, especially Microsoft Office applications

    + Effective verbal and written communication skills

     

    _Location Expectations_

     

    This role requires working from a U.S. Bank location three (3) or more days per week.

     

    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: $24.18 - $32.21

     
     

    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.

     


    Apply Now



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