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U.S. Bank · 14 hours ago

Custody Operations Analyst - Cash Services Team

Milwaukee, WI

Full-time

Hybrid

Entry Level

$60K/yr - $71K/yr

2+ years exp

U.S. Bank is dedicated to helping customers and businesses make better financial decisions. The Custody Operations Analyst will manage and oversee Wealth Management & Investment Services client accounts, providing technical support and ensuring efficient processing while delivering high customer service.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes

Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline

Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise

Accountable for the completion of daily processing activities

Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution

Responsibilities have various levels of risk correlating to the type and size of account or product

May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise

Qualification

Custody operational functionsRegulatory principlesMicrosoft ExcelAnalytical skillsCustomer relation skillsProblem-solving skillsDecision-making skillsOrganizational skillsVerbal communicationWritten communication

Required

Two years or more of related experience

Preferred

Bachelor's degree

Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)

Ability to multitask and meet established deadlines in a dynamic work environment

Exhibits analytical, problem-solving, decision-making, and organizational skills

Exhibits customer relation skills, interpersonal, and verbal and written communication skills

Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients

Proficient in Microsoft Office applications, preferably Excel