USBI Sales Support Representative - Operations

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.

Inspire, excel and grow with us

The USBI Sales Support team is an internal support center serving U.S. Bancorp Investments’ Wealth Management Advisor teams. Team members provide support to these Advisors, their partners, Associates, and sales leadership by researching requests, responding to and resolving issues, and fielding various questions related to operational processing of investment‑related products and services. The team acts as a liaison between back‑ and front‑office and other staff.

Supports all USBI Operations’ procedures and is proficient in navigating various systems. The team isolates and identifies the source of problems, takes ownership of escalations and tracks them through to fruition, including timely follow‑up with representatives to adhere to regulatory requirements and service level agreements.

Schedule: Hours can vary between 9:00 am – 7:00 pm CT Monday – Thursday (8:30 am–5:00 pm) Fridays.

Location: 3+ days in Saint Paul (West Side Flats Location) or Cincinnati (Lunken Operation Location); 2 days remote.

• High school diploma or equivalent
• Typically five or more years of relevant work experience

• Thorough understanding of retail investment industry rules and regulations. FINRA registrations not required, but preferred.
• Effective interpersonal, verbal, and written communication skills.
• Well‑developed soft skills, including patience, flexibility, empathy, organization, and problem‑solving.
• Technical proficiencies; the ability to effectively use various software and systems to manage customer interactions and resolve issues.

Location Expectations: This role requires working from a U.S. Bank location three (3) or more days per week.

• 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.

U.S. Bank is an equal‑opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Pay Range: $24.18 – $32.21 per hour.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws and federal regulations, including the Los Angeles County Fair Chance Ordinance, California Fair Chance Act, San Francisco Fair Chance Ordinance, the FDIA, and other applicable securities regulations.

Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.