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Jobs · Oregon

Investment Operations Spec.

U.S. Bank · Gresham, OR · Yesterday
Hybrid$21.25–$28.32/hrInternship

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.

About the role

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. This position handles a high volume of phone calls from branch and 24-hour bankers. Multitasking and strong computer skills working on multiple systems at once are required.

Responsibilities

  • Research and resolve operational and/or accounting exceptions
  • Interface with Investment and other internal personnel to resolve issues
  • Ensure accuracy of account statements and information
  • Verify account entries, ensure totals balance, and prepare correcting adjustments
  • Ensure all documentation requirements are satisfied
  • Respond to telephone or written inquiries and perform research for special requests
  • Handle a high volume of phone calls from branch and 24-hour bankers

Requirements

  • High school diploma or equivalent
  • Four or more years of related experience

Skills

  • 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

Schedule

  • Monday to Friday, 8:00 AM to 5:00 PM PST
  • Hybrid/flexible schedule with an in-office expectation of 3 or more days per week

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

Pay

Pay Range: $21.25 - $28.32 per hour

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