U. S. Bank
Finance
CD/IRAOperationsSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“CD/IRA Operations Specialist at U. S. Bank. Research and resolve operational exceptions. Resolve accounting exceptions”
Industry & Context.
Ability to identify and resolve/escalate problems
What They're Looking For.
Must Have
High school diploma or equivalent, Four or more years of related experience
Nice to Have
Advanced knowledge of the investment operations within the assigned area, Thorough knowledge of the computer applications used in the assigned area, ability to manage multiple tasks/projects and deadlines simultaneously, Ability to operate various types of office equipment, 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, Good phone skills
What You'll Do.
Research and resolve operational exceptions
Resolve accounting exceptions
Interface with Investment personnel
Ensure accuracy of account statements
Verify account entries
Prepare correcting adjustments
Satisfy documentation requirements
How You'll Work.
Team & Collaboration
Interfaces with Investment and other internal personnel to resolve issues
Communication Scope
Effective verbal and written communication skills; Good phone skills
Process & Methodology
manage multiple tasks/projects and deadlines simultaneously
Full Job Description
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_** Research and resolve 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. _**Basic Qualifications**_ \- High school diploma or equivalent \- Four or more years of related experience _**Preferred Skills/Experience**_ \- 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 \- Good phone skills, postion in on phones all day with internal customers Schedule M-F 8am-5pm _This role is hybrid. Team members who are in a hybrid role typically spend three days a we
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