U.S. Bank

Associate

• Provide administrative support services for clients in conjunction with Trust Administrators
• Participate in the efficient administration of trust accounts where the bank acts as trustee, agent, or custodian
• Provide high-level customer service to clients and beneficiaries
• Collect and interpret data to produce reports
• Conduct or participate in special projects
• Compose correspondence and other documentation
• Assist in account administration to ensure compliance with legal requirements
• Monitor risk within designated authority levels
• Identify potential problems, compliance issues, or fraud
• Maximize client satisfaction and encourage retention and expansion of client relationships

Private Wealth Management Trust Associate

QA Engineer

• Improve patient access operations through quality monitoring and workflow optimization
• Manage and optimize provider schedule templates
• Apply Epic scheduling best practices
• Ensure scheduling accuracy, workflow adherence, regulatory compliance, and optimal provider utilization across FPG medical offices
• Provide centralized oversight of quality assurance, provider schedule template optimization, and scheduling workflow performance
• Ensure provider templates are appropriately configured and maintained
• Support operational workflows, maximize appointment availability, and improve timely access to care
• Collaborate with leadership, clinic operations, providers, Epic analysts, and FPG centralized scheduling teams
• Improve patient experience, access efficiency, and scheduling quality outcomes

Quality Assurance, Template Optimization Specialist

Manager

• Lead and develop a team of customer service professionals supporting customers through chat and written communications
• Oversee resolution of customer inquiries, account servicing requests, and problems while maintaining compliance with company policies and procedures
• Maintain knowledge of products, services, systems, and digital support tools
• Identify opportunities to enhance processes, streamline workflows, and increase efficiency within the chat environment
• Provide coaching, guidance, and performance management to chat representatives
• Partner with leadership and cross-functional teams to communicate and execute departmental goals, strategic initiatives, and organizational priorities
• Monitor service levels, productivity, quality, customer satisfaction, and key performance indicators
• Implement performance tracking mechanisms, analyze trends, and develop action plans to improve performance
• Oversee workforce planning and scheduling to maintain appropriate staffing levels
• Balance operational efficiency, customer experience, and employee engagement while meeting service and quality expectations
• Participate in developing and implementing training programs, operational procedures, and technology enhancements
• Ensure compliance with internal controls, regulatory requirements, audit standards, and risk management practices

Chat Service Manager

• Administer and execute testing activities within the Independent Risk Review and Assessment (IRRA) second line organization
• Partner with WCIB Business Units and Risk, Compliance, and Audit professionals to create, implement, maintain, review, and oversee an effective risk management framework
• Complete projects and activities confirming compliance with fiduciary/trust requirements and applicable federal, state, and local laws and regulations
• Identify control and process weaknesses through testing activities
• Partner with Business Units and Risk Management groups to recommend and influence solutions mitigating compliance risks
• Communicate testing results to the Manager, including well-written draft reports
• Respond to and escalate significant risks as appropriate
• Provide oversight, coaching, and feedback on work completed by supporting Analysts

Compliance Quality Assurance Lead – Fiduciary Oversight, Testing

General

• Demonstrate excellent customer service in accordance with U.S. Bank Core Values
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Deepen existing customer relationships through routine calling
• Develop new relationship opportunities through business development activities
• Combine digital tools with strong human connections to offer solutions to business customers
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
• Open accounts and identify and open product solutions
• Service and maintain customer accounts within the segment
• Develop internal and external relationships
• Collaborate with branch partners, centers of influence, clients and other business line partners
• Refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs

Small Business Specialist 3

Consultant

• Build and foster relationships with clients through proactive outreach and follow-up
• Ask questions and learn about customers’ financial needs and banking channel preferences
• Identify solutions for new and existing clients based on their needs
• Engage and communicate effectively with clients through in-person, appointment-based, and virtual channels
• Maintain working knowledge of consumer and business banking products and services, including digital products and services
• Greet clients and process basic transactions
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Educate clients on emerging and self-service digital products and services
• Develop collaborative partnerships with branch team members and partners
• Leverage available resources and technologies to optimize client experience and operational accuracy

Client Relationship Consultant – Banker

Financial Planning and Analysis

• Supervise a team of administrators providing accounting, administration and investor servicing to investment companies and advisers
• Serve as trusted advisor to clients by assessing changing business and investment strategies
• Provide expertise, tools and information to help clients focus on growing investments
• Act as escalation point for assigned clients and direct issue resolution and process changes
• Identify risk-related issues through qualitative and quantitative data review
• Anticipate obstacles and implement mitigating solutions
• Review accounting and financial statement information for audit and tax reviews
• Document and set up accounting principles for unusual investment types
• Set up and process complex expense and incentive fee calculations and reconciliation items

Financial & Regulatory Reporting Manager

Executive Assistant

• Manage complex calendars for senior leaders, including scheduling meetings, prioritizing requests, resolving conflicts, and ensuring leaders are prepared for commitments
• Coordinate and support meetings, including scheduling, agenda preparation, logistics, materials distribution, note-taking, and follow-up activities
• Host and facilitate Microsoft Teams meetings, manage participant access, support presentations, and provide basic troubleshooting
• Arrange domestic and international travel, including flights, lodging, transportation, itineraries, and related logistics
• Prepare, submit, and track expense reports
• Plan and coordinate leadership meetings, offsites, team events, and other business activities
• Create, edit, and coordinate PowerPoint presentations, reports, correspondence, and executive-level communications
• Collect, organize, and interpret information to prepare reports, presentations, and business documentation
• Manage office supply inventory and vendor relationships
• Serve as a point of contact for leaders, internal partners, external stakeholders, and administrative professionals
• Handle confidential and sensitive information with professionalism and discretion
• Support special projects and other administrative activities that enhance team effectiveness and business operations

Executive Assistant – Payments, Middle Market, GIS/CRE

• Demonstrate excellent customer service in accordance with U.S. Bank Core Values
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
• Deepen existing customer relationships through routine calling
• Develop new relationship opportunities through business development activities
• Combine digital tools with human connections to offer solutions to business customers
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
• Open accounts and identify and open product solutions
• Service and maintain customer accounts within the segment
• Develop internal and external relationships
• Collaborate with branch partners, centers of influence, clients and other business line partners
• Refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs