U.S. Bancorp Advisors Wealth Management Business Operations Specialist

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.

As an Business Operations Specialist , you will support investment and brokerage account operations with US Bancorp Advisors Wealth Management team while also contributing to business analysis, process improvement, system enhancements, testing, and operational initiatives. In this role, you will review and process account requests, perform quality control, maintain account information, and resolve operational issues. You will also evaluate existing processes and systems, identify opportunities to improve workflow and operating efficiency, support technology and procedural enhancements, and participate in testing and implementation activities.

This role is well suited for someone who combines strong attention to detail and operational execution with analytical thinking, problem-solving, technology aptitude, and a continuous-improvement mindset.

• Bachelor’s degree, or equivalent work experience
• Typically two or more years of related experience

• Experience in financial services, banking, investments and brokerage operations
• Knowledge of investment and brokerage products, including brokerage accounts, IRAs, and other retirement accounts.
• Experience reviewing financial documentation, processing account updates, or conducting operational quality-control reviews.
• Ability to analyze business needs, workflows, and processes and recommend practical solutions.
• Strong analytical, problem-solving, and decision-making skills.
• Ability to identify, research, resolve, and appropriately escalate operational issues.
• Strong organizational skills with the ability to manage multiple priorities, projects, and deadlines.
• Strong customer service and relationship-management skills.
• Effective verbal, written, and presentation skills.
• Strong data-entry capabilities.
• Proficiency with Microsoft Office applications and the ability to learn and navigate multiple financial and operational systems.
• Ability to work independently while collaborating effectively as part of an operational or project team.

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.

• 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 available by employment status here.

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.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program…