Paying Transfer Agent Operations Specialist

U.S. Bank; Northern (KY); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Holiday pay

Job summary

U.S. Bank is seeking an Paying Transfer Agent Operations Specialist to handle bond processing for corporate trust clients. You will follow established procedures to ensure accurate, timely processing, while delivering strong customer service and researching issues to resolve them.

The role requires keen attention to detail, ability to identify problems, and proficiency with Microsoft Office. You will participate in reporting and contribute to process improvements within a compliant framework.

Qualifications

• High school diploma or equivalent.
• 6 months to 1 year of experience in transaction processing.
• Demonstrated clerical, key entry, and customer service/relation skills.
• Ability to identify and resolve problems.
• Proficient computer skills, especially Microsoft Office applications.

Responsibilities

• Performs bond processing activities for corporate trust customers using established procedures.
• Provides internal and external customer service and reviews account transactions for appropriateness.
• Researches problems or issues and performs corrective processing to resolve them.
• Tracks and gathers information for statistical reporting and suggests processing improvements.
• Ensures legal requirements for special transactions are satisfied.

Skills

Clerical skills

Customer service

Problem solving

MS Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Job Description

The Paying Transfer Agent Operations Specialist performs bond processing activities for corporate trust customers. Uses established procedures to ensure the accurate and timely processing of bonds. Provides internal and external customer service. Reviews account transactions to assess appropriateness. Researches problems or issues that arise and performs corrective processing to resolve issues. Tracks and gathers information for statistical reporting. Suggests processing improvements. Ensures legal requirements for special transactions are satisfied.

Basic Qualifications

• High school diploma or equivalent
• Six months to one year of experience in transaction processing

Preferred Skills/Experience

• Demonstrated clerical, key entry, and customer service/relation skills
• Ability to identify and resolve problems
• Proficient computer skills, especially Microsoft Office applications

Location expectations

This role requires working from a U.S. Bank location five (5) 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 available by employment status here.

E-Verify

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.

Salary Range

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: $20.00 - $24.09

Background Checks

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, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. 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.

Equality

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.

Company Culture

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.

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.