Operations Specialist - Wealth Banking ServicesCategorySales & Relationship ManagementJob

Job Title

Operations Specialist

This position is a service and support representative for Wealth Banking Services (WBS) customers and U.S. Bank. Working within delegated authority and/or standard department guidelines, handles day-to-day client transactions and problem resolution, escalating items beyond specified authority to the assigned Banker. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.

Develops working knowledge of assigned area, accounts, and execution of standard departmental procedures.

About the Role

We are seeking a detail-oriented Operations Specialist to join our Wealth Banking Services team. This role plays a critical part in supporting loan operations by reviewing documentation, accurately setting up loans in bank systems, and processing money movement activities. While the position partners closely with internal stakeholders, it is primarily an operational role rather than a day-to-day client-facing position.

What You'll Do

- Review and interpret loan documentation to ensure accurate setup and boarding of loans into banking systems.

- Translate complex loan documents into system actions and account configurations.

- Process and review incoming wire transfers and loan payments.

- Perform general ledger (GL) reconciliations related to money movement activities.

- Maintain accuracy and quality while meeting established service-level agreements (SLAs).

- Collaborate with teammates, client servicing teams, private bankers, and relationship managers to support loan activities and resolve issues.

Basic Qualifications

Bachelor's degree, or equivalent work experience. Five or more years of administrative support experience. Preferred Skills/Experience include expert knowledge of departmental operations/policies and bank products/services, excellent interpersonal, verbal and written communication skills, exceptional customer service skills, ability to identify and resolve exceptions and to interpret data, ability to resolve complex problems with minimal guidance, and excellent computer navigation skills using a variety of software packages including Microsoft Office applications.

Work Location

5065 Wooster Rd Cincinnati, OH 45226

Location Expectations

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

Benefits

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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 or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18