Transfer Agent Operations Specialist — Precision in Action

Us Bank

Cincinnati (OH)

On-site

USD 28,000 - 36,000

Full time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) employer-funded retirement plan
Paid vacation
Paid holidays

Job summary

U.S. Bank is hiring for multiple teams within Paying & Transfer Agent Operations, including Transfers, Bondholder Services, and Settlements / DTC / Closings.

The role supports Corporate Trust operations, processing and reviewing bond, securities, transfer, and account-related transactions, ensuring accuracy, timeliness, and compliance with procedures and controls. As a Paying & Transfer Agent Operations Specialist, you will work closely with internal partners and customers to resolve issues,

Qualifications

  • High school diploma or equivalent.
  • One to three years of experience in transaction processing.
  • Experience in financial services, banking, operations, or transaction processing.
  • Knowledge of corporate trust, securities, bond processing, or related financial products.
  • Ability to follow structured procedures and manage high-volume workloads.
  • Strong attention to detail, analytical, and problem-solving skills.
  • Experience working in a regulated environment with a focus on compliance and controls.
  • Strong customer service, communication, and relationship management skills.
  • Ability to collaborate effectively across teams and manage multiple priorities.
  • Demonstrated ownership, accountability, and commitment to continuous improvement.

Responsibilities

  • Complete day-to-day transaction processing and operational support activities.
  • Review and process transactions for accuracy, compliance, and quality.
  • Research and resolve transaction, account, customer, and system-related issues.
  • Provide service and support to internal and external customers.
  • Monitor workloads and meet established deadlines and service levels.
  • Prepare and maintain operational reports and documentation.
  • Partner with internal teams to support transaction processing and issue resolution.
  • Identify opportunities to improve processes, controls, and efficiency.
  • Support audit, regulatory, risk management, and business continuity activities.
  • Participate in special projects, testing, and departmental initiatives.

Skills

Attention to detail
Analytical thinking
Problem solving
Customer service
Communication
Relationship management

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring for multiple teams within Paying & Transfer Agent Operations, including Transfers, Bondholder Services, and Settlements / DTC / Closings.

The role supports Corporate Trust operations, processing and reviewing bond, securities, transfer, and account-related transactions, ensuring accuracy, timeliness, and compliance with procedures and controls. As a Paying & Transfer Agent Operations Specialist, you will work closely with internal partners and customers to resolve issues,

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Bond & Transfer Operations Specialist
Bond & Transfer Operations Specialist

U.S. Bank • Cincinnati (OH), Northern (KY)

Hybrid
USD 28,000 - 36,000
Healthcare
401(k) plan
Paid vacation
+1
Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid
Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

M&T Bank • Wilmington (DE)

Hybrid
USD 34,000 - 56,000
Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid
Transfer Agent Operations Specialist (Global Capital Markets Support Services) - Hybrid

Wilmington Trust • Wilmington (DE)

Hybrid
USD 34,000 - 57,000
Bond Transfer Operations Specialist
Bond Transfer Operations Specialist

M&T Bank Corporation • Wilmington (DE), Northern (KY)

Hybrid
USD 71,360,000 - 119,025,000
Transfer Agent Operations Specialist — Hybrid Finance Ops
Transfer Agent Operations Specialist — Hybrid Finance Ops

Wilmington Trust • Wilmington (DE)

Hybrid
USD 34,000 - 57,000
Paying Transfer Agent Operations Specialist
Paying Transfer Agent Operations Specialist

U.S. Bank • Cincinnati (OH), Northern (KY)

Hybrid
USD 28,000 - 36,000
Healthcare
401(k) plan
Paid vacation
+1
Hybrid Global Transfer Agent Operations
Hybrid Global Transfer Agent Operations

M&T Bank • Wilmington (DE)

Hybrid
USD 34,000 - 56,000
Transfer Operations Lead
Transfer Operations Lead

broadridge • Edgewood (NY)

On-site
USD 65,000 - 75,000
Bonus Eligible
Benefits Information
Customer Service Representative - Transfer Agency
Customer Service Representative - Transfer Agency

Prodware Solutions • Hartford (CT)

On-site
USD 50,000 - 65,000
Securities Transfers Operations Specialist – NY
Securities Transfers Operations Specialist – NY

TMX Group • New York (NY), Northern (KY)

Hybrid
USD 45,000 - 55,000