U.S. Bank · 17 hours ago
Investment Operations Specialist 4
Gresham, OR
Full-time
Hybrid
Mid Level
$21.25/hr - $28.32/hr
4+ years expU.S. Bank is committed to helping customers and businesses make better financial decisions. The Investment Operations Specialist 4 will perform operational duties, resolve exceptions, and ensure efficient service to clients while maintaining accuracy in account statements and documentation.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Performs a variety of operational duties within an assigned area of Investment Operations
Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review
Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers
Ensures the accuracy of account statements and information
Verifies account entries, ensures totals balance and prepares correcting adjustments as needed
Ensures that all documentation requirements are satisfied
Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees
Qualification
Required
High school diploma or equivalent
Four or more years of related experience
Preferred
Advanced knowledge of the investment operations within the assigned area
Thorough knowledge of the computer applications used in the assigned area
Strong ability to manage multiple tasks/projects and deadlines simultaneously
Ability to operate various types of office equipment
Strong customer service and relations skills
Ability to identify and resolve/escalate problems
Advanced mathematical and/or accounting skills
Good data entry skills
Effective verbal and written communication skills
This position will assist our 24 hr bankers and branch bankers over the phone with questions related to CD/IRA's
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
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2025-12-24
2025-12-17
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