U.S. Bank

Financial Planning and Analysis

• Receive and process requests through a shared email mailbox using a first-in, first-out workflow
• Set up large- and small-ticket Equipment Finance applications in applicable systems
• Review transaction packages to confirm required documents and information have been received
• Verify signed applications, customer financial information, and other required documentation
• Enter and maintain accurate customer and transaction information across multiple Equipment Finance systems
• Prepare and organize transaction information for credit analyst review
• Support preparation of large-ticket transactions involving exposure greater than $1 million
• Submit financial information for spreading and credit analysis
• Complete KYC activities for large- and small-ticket Equipment Finance transactions
• Monitor and process work from the KYC system queue
• Support application setup, credit-line withdrawals, and other transaction-related activities
• Identify missing information, documentation gaps, or data discrepancies and coordinate resolution
• Collaborate with credit analysts, documentation teams, sales partners, and operations teams
• Handle sensitive customer, financial, and transaction information responsibly
• Follow established procedures, service expectations, and compliance requirements
• Assist with additional operational activities and projects as assigned

Equipment Finance – Leasing Specialist

Manager

• Develop business and sales within the Small Business and Branch Banking segment
• Develop a pipeline of opportunities through self-sourced prospecting
• Partner with Business Banking Specialists and Branch colleagues
• Focus sales efforts in the small business environment
• Travel as required

Merchant Payment Services Market Manager

Consultant

• Support the sale of complex accounts payable solutions
• Lead discovery conversations to understand client payables processes, goals, and challenges
• Assess business needs and recommend tailored solutions aligned with client objectives
• Deliver demonstrations, presentations, and solution recommendations
• Partner with sales teams to develop solution strategies and strengthen client relationships
• Address technical questions and build confidence in proposed solutions throughout the sales cycle
• Collaborate with internal partners and vendors to support implementation readiness and successful handoffs
• Contribute to a positive client experience through consultative engagement and proactive communication
• Educate internal partners on solution capabilities and best practices

Technical Solution Consultant

Banker

• Demonstrate excellent customer service in accordance with U.S. Bank Core Values
• Serve as the primary Small Business Banking partner for assigned branches and relationships
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Support two to three branch locations as a dedicated resource for branch teams
• Address complex small business client needs and opportunities
• Build and deepen client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through
• Translate financial information, cash-flow dynamics, client goals, operating cycle considerations, and risk indicators into practical guidance and solution recommendations
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
• Identify client priorities and align products and services with growth, efficiency, and risk objectives
• Recommend business deposit, lending and credit, treasury management, payment, business credit card, digital, cash-flow, and other small-business solutions
• Develop internal and external relationships with branch partners, centers of influence, clients, and other business line partners
• Coordinate relationship ownership through handoff, decision, follow-up, activation, usage, and demonstrated client value
• Share referral outcomes, successful sales and service practices, and insights on newly established small business relationships
• Maintain CRM discipline and responsible banking practices
• Support the McMahan Plaza, Highlands, and Bashford Manor Kroger offices

Small Business Relationship Banker

• Serve as the primary Small Business Banking partner for assigned branches and relationships
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Support two to three branch locations as a dedicated resource for branch teams
• Address complex small-business client needs and opportunities
• Build and deepen client relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through
• Translate financial information, cash-flow dynamics, client goals, operating-cycle considerations, and risk indicators into practical guidance and solution recommendations
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
• Identify client priorities and align products and services with growth, efficiency, and risk objectives
• Recommend business deposits, lending and credit products, treasury management, payment solutions, business credit cards, digital tools, cash-flow tools, and other small-business solutions
• Develop internal and external relationships with branch partners, centers of influence, clients, and other business-line partners
• Maintain relationship ownership and coordination through handoff, decision, follow-up, activation, usage, and demonstrated client value
• Share referral outcomes, successful sales and service practices, and insights on newly established small-business relationships
• Balance acquisition, deepening, and service while maintaining CRM discipline and responsible banking practices

Solutions Engineer

• Analyze, design, test, develop, deploy, and maintain enterprise software experiences
• Design, develop, test, deploy, and support enterprise integration solutions and services
• Build and maintain REST APIs, backend services, and system integrations connecting internal and external platforms
• Develop scalable solutions enabling secure data exchange and business process automation
• Create and enhance workflow automation capabilities to improve operational efficiency and user experience
• Contribute to application modernization initiatives to improve scalability, performance, reliability, and maintainability
• Collaborate with business stakeholders, product teams, and engineers to analyze requirements and deliver technical solutions
• Participate in all phases of the SDLC, including technical design, coding, testing, implementation, and production support
• Identify opportunities to automate manual processes and drive continuous improvement
• Implement and support application security, compliance, and risk management requirements
• Perform code reviews, maintain technical documentation, and promote engineering best practices

Software Engineer, Integration Services, .Net

• Serve as a senior client and internal liaison for complex trade inquiries affecting investment management clients
• Lead end-to-end coordination of high-risk, time-sensitive, or recurring matters involving trade capture, settlement, failed trades, market practices, cash or position impacts, and related servicing dependencies
• Establish ownership and bring together Product, Operations, Risk, Technology, relationship teams, and subject-matter experts to investigate issues
• Communicate accurate client-ready updates and drive timely resolution
• Translate individual inquiries into repeatable playbooks, decision trees, escalation paths, and operating procedures
• Identify recurring themes and facilitate root-cause analysis
• Document corrective actions and maintain follow-through until remediation is implemented, validated, and embedded in the operating model
• Use inquiry and issue trends to recommend process, control, data, training, and technology improvements consistent with governing agreements, applicable laws and regulations, and U.S. Bank policies and procedures

Investment Management Liaison

Sales

• Manage a team of Small Business Specialists within an assigned geography
• Oversee delivery of comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Lead sales activities focused on the One Bank strategy and growing market share
• Partner with branch banking stakeholders to develop, communicate, and implement sales strategies
• Meet or exceed business objectives
• Foster a customer-obsessed team culture
• Oversee relationship management, business development activities, and related risk
• Travel 60–70% and drive at least two hours per week

Small Business Sales Manager

Operations

• Support the day-to-day financial and compliance operations of ETF, mutual fund, closed end fund and/or business development company clients
• Help prepare financial statements and accompanying financial footnotes for fund client shareholders and the SEC in compliance with GAAP and regulatory reporting requirements
• Lead fiscal-year financial reporting filing requirements for ETF and other fund clients
• Test portfolio compliance with the Investment Company Act of 1940, prospectus limitations and Internal Revenue Code guidelines
• Assist with regulatory reporting and data collection processes
• Help prepare materials for fund client board of directors meetings
• Monitor fund budgets based on contractual agreements, fee proposals and expense activity trends
• Prepare and review operational reports, reconciliations and supporting schedules
• Research and resolve operational discrepancies and exceptions
• Maintain operational procedures and supporting documentation
• Participate in initiatives focused on operational efficiency, automation and risk reduction
• Develop knowledge to mentor teammates and communicate with senior leaders
• Assist Fund Administrators with ad-hoc projects

Fund Operations Analyst

Business Analyst

• Contribute toward the success of U.S. Bank's technology initiatives
• Define requirements and functional architecture
• Participate in testing, training, and implementation of applications
• Assist business lines with requirements and work with application development teams to create functional architecture
• Develop and maintain detailed functional knowledge of current business technology and infrastructure
• Provide guidance concerning business implications of development projects
• Consult with internal business groups on process improvement projects
• Partner with business stakeholders to identify, refine, and document detailed business needs
• Lead or assist clients and technical staff in investigating, analyzing, and resolving application problems
• Serve as a first point of contact for user support and problem solving
• Manage routine projects when needed
• Interface with business lines, management, and internal resources to ensure quality, timeliness, and testing of project/release work
• Work with technology and application development teams to design or select solutions for large projects
• Review and validate test plan approaches for proper functionality coverage
• Coordinate and execute test plans
• Identify opportunities to improve testing processes

Senior Business Systems Analyst

Project Manager

• Oversee all client and internal partner initiatives for new clients or existing clients adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS), ensuring project deliverables are met on time
• Coordinate, facilitate and participate in client meetings related to assigned projects and initiatives
• Lead and manage end-to-end onboarding projects for Treasury Management clients, ensuring timely and successful implementation of solutions
• Monitor project progress, manage risks, and resolve issues to ensure successful outcomes using project plans as needed
• Solicit ongoing feedback from clients, Relationship Managers, internal partners and servicing peers to identify areas of improvement
• Participate in the identification, design, development and implementation of assigned projects
• Collaborate with internal and external partners to ensure successful and timely completion of projects
• Guide project teams through assigned initiatives and hold individuals accountable to deliverables and timelines

Treasury Management Project Manager

Compliance

• Lead and manage a team responsible for monitoring compliance with regulatory requirements, prospectus restrictions, investment policies, and internal controls
• Oversee fund compliance programs, regulatory filings, and board reporting
• Serve as a primary point of contact for compliance-related client inquiries and escalations
• Interpret regulatory requirements and provide guidance regarding SEC rules, Investment Company Act provisions, Subchapter M requirements, and other applicable regulations
• Coordinate with Legal, Compliance, Fund Accounting, Financial Reporting, and external service providers
• Maintain documentation supporting compliance testing methodologies, procedures, and controls
• Lead, mentor, and develop compliance professionals through coaching, performance management, and technical training
• Evaluate procedures and implement process improvements
• Establish team priorities, allocate resources, and monitor workload distribution
• Promote accountability, continuous improvement, and regulatory excellence
• Provide technical guidance regarding new regulations, rule changes, and emerging compliance risks
• Participate in department-level initiatives, committees, and working groups
• Execute strategies and drive change for the fund administration department and business line
• Support business growth initiatives, including new client or product activities

Fund Administration Compliance Manager

Business Intelligence Analyst

• Read and interpret trust indentures regarding reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• Make tax elections, file for EINs, and track residual holder transfers as required
• Perform portfolio compliance tests on selected structured fixed income deals as required
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinate with operations teams to ensure correct payments are received and made
• Perform quality control review of reports while meeting timeliness and accuracy standards
• Interact frequently with asset managers, investors, auditors and rating agencies

Trust Reporting Analyst

Administration

• Lead and supervise a team responsible for monitoring compliance with regulatory requirements, prospectus restrictions, investment policies, and internal controls
• Oversee fund compliance programs, regulatory filings, and board reporting
• Oversee daily, weekly, and periodic compliance testing for mutual funds, ETFs, closed-end funds, and other registered investment products
• Review and approve compliance reporting deliverables, exception reports, and regulatory monitoring results
• Ensure timely identification, escalation, documentation, and resolution of compliance exceptions and regulatory breaches
• Maintain documentation supporting compliance testing methodologies, procedures, and controls
• Provide training and technical guidance to staff regarding regulatory and procedural changes
• Evaluate existing procedures and implement process improvements to enhance efficiency and compliance
• Support business growth initiatives, including participation in new client or product activities
• Serve as a subject matter expert on registered fund compliance matters for ETF, mutual fund, closed-end fund, and/or business development company clients

Fund Administration Supervisor

Platform Engineer

• Design, develop, and deploy scalable Generative AI solutions in an enterprise environment
• Develop GenAI applications using LLMs, RAG architectures, prompt engineering, agentic AI, LangChain, LangGraph, and Microsoft Foundry Agent Service
• Evaluate performance, accuracy, and scalability of GenAI implementations
• Contribute to the end-to-end GenAI lifecycle, including solution design, development, integration, deployment, tuning, and optimization
• Support secure deployment, horizontal scaling, and operational stability of GenAI workloads
• Implement monitoring, logging, and observability practices for production environments
• Develop and deploy GenAI systems across Azure and AWS
• Contribute to distributed system design for scalable AI workloads
• Use Docker, Kubernetes, Terraform, and ARM/Bicep
• Develop scalable Python applications using microservices architectures
• Apply secure coding and data handling practices in regulated environments
• Contribute to CI/CD pipelines, automated testing, and deployment workflows
• Participate in code reviews and follow engineering best practices
• Collaborate across engineering and product teams to deliver production-grade GenAI solutions

Equipment Finance – Leasing Specialist

Merchant Payment Services Market Manager

Technical Solution Consultant

Small Business Relationship Banker

Small Business Relationship Banker

Software Engineer, Integration Services, .Net

Investment Management Liaison

Small Business Sales Manager

Fund Operations Analyst

Senior Business Systems Analyst

Treasury Management Project Manager

Fund Administration Compliance Manager

Trust Reporting Analyst

Fund Administration Supervisor

Senior AI Platform Engineer