UBIS Operations Generalist
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.
Executes a variety of routine tasks within multiple operational systems and interacts with multiple internal partners. Duties may include functions related to data entry, archiving, monitoring, researching, and machine troubleshooting. Process home office business and coordinate middle office processes while serving as a liaison between sales associates, clearing firm, internal departments, and other applicable entities. Research exceptions and escalate issues to management as appropriate. May have the opportunity to recommend and implement developed processing improvements within production. Positions will require the ability to lift 10 lbs. bags/boxes of mail or supplies, sit for extended periods of time, and repetitive motions. Responsible for performing all assigned functions in accordance rules and regulations, and/or policies and procedures, established by the FINRA, SEC, OCC, US Bank, UBIS Compliance Department, and other applicable guidelines.
The function of this position will include establishing new account and performing maintenance on all accounts, of various registration types. Reviewing documentation provided to determine completeness and policy requirements are met. Reviewing and monitoring various daily reports. Performing a variety of clerical duties related to mail; creating, sorting, processing return mail and/or delivering mail. Order and control inventory of supplies.
- High school diploma or equivalent
- Four or more years of related work experience
- Strong problem-solving skills including the ability to identify, research and resolve difficult and complex situations
- Proven commitment to high quality customer service
- Ability to work well with external and internal customers
- Good time management skills to maximize production and execution of tasks in a fast-paced environment
- 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.
Learn how the way we work at U.S. Bank drives meaningful relationships with our customers and collaboration across the company.
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 (some may vary based on role, location or hours):
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
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
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.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, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $21.39 - $28.51 - $31.36