Operations Specialist - Wealth Banking Services

## Operations Specialist - Wealth Banking Services Apply locations:
Cincinnati, OHtime type:
Full time posted on:
Posted Yesterday time left to apply:
End Date:
August 1, 2026 (10 days left to apply) job requisition :
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
** 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**  - 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
- 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.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
** 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 Review our full benefits…