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Account Processor 4

Account Processor 4

U.S. BancorpSaint Paul, MN, US
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Account Processor

Our Wealth Management & Investment Services is seeking an Account Processor to perform a variety of document processing and record keeping tasks associated with customer accounts. The Account Processor will operate within the Account Services New Account Applications team to maintain complex customer accounts that require a thorough knowledge of investment products, services, and financial industry regulations.

Responsibilities include but are not limited to :

  • Entering new investments account information using multiple systems / applications
  • Changing information on existing investments accounts based on customer's requests
  • Recording transactions to ensure accurate recordkeeping / archive
  • Answering customer and departmental inquiries
  • Classifying, consolidating, and summarizing documents and information
  • Completing reports and providing administrative support to the department

Basic Qualifications - High school diploma or equivalent - Typically four or more years of clerical and customer service experience

Preferred Skills / Experience - 2 years or 4 years college degree or equivalent

  • Knowledge of products, services, terminology, procedures, and systems related to wealth management and investment services or demonstrated aptitude to learn
  • Strong customer service skills
  • Ability to manage multiple projects and deadlines simultaneously while maintaining a high level of customer service
  • Ability to independently identify and resolve complex problems
  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
  • Effective verbal and written communication skills
  • 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 :

  • 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.

    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 : $21.25 - $28.32

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    Processor • Saint Paul, MN, US

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