U.S. Bank · 2 days ago
Workflow Coordinator - WCIB Operations
Cincinnati, OH
Full-time
Onsite
Mid, Senior Level
$25.63/hr - $34.18/hr
5+ years expU.S. Bank is committed to helping customers and businesses make smarter financial decisions. The Workflow Coordinator role within the Wealth Banking Services group serves as a liaison to facilitate the onboarding of new credit relationships, ensuring compliance with internal policies and regulatory guidelines.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
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
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
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
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
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
Qualification
Required
Bachelor's degree, or equivalent work experience
Five or more years of administrative support experience
Preferred
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
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Daniel Crozier
Senior Vice President Operations
Recent News
2025-12-24
2025-12-17
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