financial services specialist

ACE Money Transfer

Licensing Specialist &ndash; FinanceDepartment: Expansions Unit Reports to: Head of Licensing &amp; Expansions Internal Alignment: Group FinanceAbout Us:ACE Money Transfer is a UK-based multinational company headquartered in Manchester, United Kingdom. ACE Money Transfer provides online remittance services to individuals in 28 countries across UK, Europe, Canada, and Australia, enabling them to send money across borders in over 100 countries.Role Purpose:Ensure all financial models, capital requirements, and prudential data for licensing submissions are accurate, compliant, and aligned with the group's financial strategy. Serve as the financial liaison between Expansions and Finance for license-driven projects.Key Responsibilities:<ul><li>Prepare financial projections, capital adequacy models, and liquidity plans for regulatory submissions and internal submissions to committee.</li><li>Coordinate with Group Finance to reconcile submitted figures with official management accounts.</li><li>Support stress testing, business plan validation, and source-of-funds documentation.</li><li>Track license-related costs, fees, and budgeting across jurisdictions.</li><li>Manage financial queries from regulators during assessment phases.</li><li>Maintain up-to-date financial appendices and documentation repositories for each licensing entity.</li></ul>Key Skills &amp; Experience:<ul><li>Bachelor&rsquo;s in finance, Accounting, or Economics; ACCA/CFA part-qualified preferred.</li><li>2&ndash;4 years&rsquo; experience in financial modelling, reporting, or audit.</li><li>Strong command of Excel and financial projection techniques.</li><li>Understanding of prudential and capital requirements for regulated entities (EMI/MSB).</li></ul>ACE Money Transfer Profile: https://acemoneytransfer.com/company-profileJob Type: Full-timeWork Location: In person

Licensing Specialist – Finance

JPMorganChase

<div>JOB DESCRIPTION 
Loan Servicing Specialist &ndash; Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.
Job Summary
As a Loan Servicing Specialist &ndash; Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro &amp; Past Due Reconciliation, allowing you to make a significant impact on our operations.
Job Responsibilities<ul><li>
Adhere to established QUALITY &amp; QUANTITY SLAs consistently.</li><li>
Ensure 100% compliance with process-related policies, guidelines, and controls.</li><li>
Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.</li><li>
Support the secondary trading desk with trade booking and settlements.</li><li>
Liaise with bank departments and external contacts, including Borrowers and Trustees.</li><li>
Follow up timely with agents or customers for any missing notifications.</li><li>
Complete all funding within the SLA on the same day.</li><li>
Serve as the SME and first internal POC for process-related queries and clarifications.</li><li>
Act as the first point of escalation for process-related issues from customers.</li><li>
Pay attention to detail to ensure all documents are processed correctly.</li><li>
Identify changes to processes to improve productivity and efficiency.</li></ul>
Required qualifications, capabilities and skills<ul><li>
Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.</li><li>
Minimum 6 months of experience in the financial services industry with a proven track record of delivery.</li><li>
Understand business financial statements, cash flow capacity, and loans across various industries.</li><li>
Exhibit strong research, analytical, and comprehension skills to analyze large data sets.</li><li>
Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.</li><li>
Utilize effective time management and prioritization skills to achieve business objectives.</li><li>
Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments</li></ul>
Preferred qualifications, capabilities and skills<ul><li>
Build relationships with clients, internal partners, and peers effectively.</li><li>
Recognize issues or problems that need to be escalated promptly.</li><li>
Develop domain learning and exhibit strong interpersonal and communication skills.</li><li>
Apply analytical thinking and problem-solving skills effectively.</li><li>
Understand the product lifecycle and area product management thoroughly.</li></ul>
ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Loan Servicing - Operations Analyst

Samaritan Healthcare

<div><h4 class="jobSectionHeader">Our Mission</h4>

All of us, for each of you, every time.
<h4 class="jobSectionHeader">
Our Vision</h4>

Together, serving as the trusted regional healthcare partner.
<h4 class="jobSectionHeader">
Our Values</h4>

Listen~Love~Respect~Excel~Innovate

At Samaritan Healthcare we are dedicated to providing healthcare services to the community that we serve. We are committed to providing the very best work environment for our professionals and the very best care to our patients. The Financial Counselor Specialist is responsible for the comprehensive management and monitoring of hospital and clinic account balances, ensuring timely and accurate resolution of patient accounts and collection of payments.

Serving as a patient advocate and educator, the Financial Counselor Specialist assists patients in understanding their medical bills, insurance coverage, and available financial resources or assistance programs. This role actively helps patients apply for programs, including Qualified Health Plans, State Medicaid, Financial Assistance Program, payment plans and other government or community-based resources.

The Financial Counselor Specialist recommends uncollectable accounts for writeoff, and oversees all collection agency correspondence, maintaining this vendor relationship to ensure compliance and alignment with organizational standards. This position conducts the final review and determination of accounts for outsourcing to a debt collection agency, ensuring that all internal processes and compliance standards have been met prior to referral.

This is a full-time remote position working Monday-Friday from 8:30am - 5:00pm. 


ESSENTIAL FUNCTIONS
<ul><li>Provides day to day technical expertise in regard to collection activities. Monitors all system issues, related to statements and collections, ensuring prompt attention to any problems. Consults the department leader or Revenue Cycle Informatics regularly on technical issues that affect the self-pay collection stream.</li></ul>
<ul><li>Works closely with patients and guarantors to ensure there is a clear understanding and explanation of Samaritan billing practices, payment expectations and alternative resources.</li></ul>
<ul><li>Actively works to identify patients and guarantors eligible for Qualified Health Plans and medical assistance programs under Medicaid and assists patients in applying for available coverage, including retro-active coverage. Follows up with agencies for status updates in a timely manner.</li></ul>
<ul><li>Completes account adjustments for Financial Assistance approvals up to an established dollar threshold in a timely and orderly manner. Sends appropriate letter(s), notifying applicants of determination.</li></ul>
<ul><li>Primary contact for escalation of complex or sensitive financial concerns, working collaboratively with the financial counselor, leadership, and other departments to achieve timely and equitable resolution.</li></ul>
<ul><li>Helps patients and guarantors develop a plan to resolve their liabilities, including establishing short or long-term payment plans according to the collection policy guidelines.</li></ul>
<ul><li>Serves as primary contact for debt collection agency. Oversees all collection agency correspondence, such as requests for itemization.</li></ul>
<ul><li>Initiates collection activities utilizing all appropriate means available to recover payment on accounts.</li></ul>
<ul><li>Completes all final review. Follows up timely on accounts for possible referral to debt collection agency. Documents all collection activity.</li></ul>
<ul><li>Assists with MyChart functionality, Interactive Voice Response (IVR) payment system, online payment system and/or banking auto-payment setup at the request of the patient.</li></ul>
<ul><li>Reviews bankruptcies on a monthly basis to ensure proper follow-up, as well as to protect the receivables of Samaritan Healthcare.</li></ul>
<ul><li>Per Washington State Law, promptly notifies callers &ldquo;call may be monitored or recorded for quality assurance purposes.&rdquo;</li></ul>
<ul><li>Maintains professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest trends in field of expertise.</li></ul>
<ul><li>Ensures no injuries to self or others by following safe work practices and policies. This includes, but is not limited to: security and safety, understanding of MSDS, equipment, infection control, fire, disaster, safe lifting and body mechanics.</li></ul>
<ul><li>Ensures self-compliance with organization policies and procedures, as well as labor agreements.</li></ul>
<ul><li>Ensures the interface with team members and other support groups is conducted in a courteous and efficient manner conducive with the organization&rsquo;s values.</li></ul>
<ul><li>Conducts self in a professional manner and ensures personal appearance meets the standards necessary to perform the job function while representing the organization.</li></ul>
<ul><li>Ensures that additional accountabilities, as may be required by management, be handled in a manner necessary to meet organizational standards.</li></ul> 


WORK ENVIRONMENT

The professional in this position reports to the Director of Revenue Cycle and works closely with the department professionals and other healthcare professionals in order to provide high quality services to all customers. 


EDUCATION &amp; EXPERIENCE
<ul><li>Education:</li></ul>

a. High school diploma or equivalent required.

b. Associate&rsquo;s degree in business, finance, healthcare administration, or a related field preferred.

c. WAHBE Navigator certification required within 90 days of hire.
<ul><li>Experience:</li></ul>

a. Minimum three (3) years&rsquo; experience in hospital or clinic patient financial services, billing, or collections required.

b. Familiarity with Washington Medicaid, Charity Care (Financial Assistance), and other assistance programs highly desirable.
<ul><li>Skills/Competencies:</li></ul>

a. Excellent verbal and written communication skills are required. Must be able to work under time restraints and effectively perform duties.

a. Bilingual, Spanish speaking desirable.

b. Knowledge of Washington State collection laws and FDCPA.

c. Demonstrates competency on equipment listed on department specific checklist.

d. Critical thinking skills: Seeks resources for direction, when necessary. Performs independent problem solving. Decision-making is logical and deliberate.

e. Performs actions that demonstrate accountability. Exercises safe judgment in decision-making. Practices within legal and ethical guidelines.

f. Demonstrates competency in ability to care for customers/patients across the age continuum. 


PHYSICAL REQUIREMENTS:

1. Occasional standing, walking, lifting, reaching, kneeling, bending, stooping, pushing and pulling.

2. Ability to communicate using verbal and/or written skills for accurate exchange of information with physicians, nurses, health care professionals, patients and/or family, and the public. 


As a Samaritan Healthcare professional, you will be asked to carry out the Mission, Vision, Values, and Strategy of Samaritan Healthcare, personifying service and operational excellence including the creation and maintenance of the best patient, professional, physician, and student experience.<h4 class="jobSectionHeader">
Experience</h4>
Required<ul><li>
3 year(s): Hospital or clinic patient financial services, billing, or collections</li></ul><h4 class="jobSectionHeader">
Education</h4>
Required<ul><li>
High School or better</li></ul>
Preferred<ul><li>
Associates or better in Business Administration or related field</li></ul>
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Financial Counselor Specialist

Pepper Money Limited

Customer Service Specialist - Support Services Australia Job Description Who We AreAt Pepper Money, we're dedicated to helping people succeed - whether it's buying a family home, a dream car, developing professionally, or growing their business. We've become one of the largest, most trusted, and award-winning non-bank lenders in Australia and New Zealand. Over our 24 years, we've achieved a lot, but our proudest accomplishment is helping over half a million Australians reach their goals with our ever-expanding lending options.The RoleAs a Support Services Specialist, you'll be the go-to expert for managing operational transactions, resolving payment issues, and handling consumer credit reporting with precision and care. Your work will directly support our commitment to transparency, compliance, and customer satisfaction.<ul><li>Operations Finance & Transactional Processing: Manage manual payments, refunds, BPAY, RTGS, suspense allocations, and discharge/payout processes with 98%+ accuracy.</li><li>Information Requests: Respond to customer and third-party enquiries (solicitors, courts, government bodies) within legal frameworks, ensuring privacy and compliance.</li><li>Comprehensive Credit Reporting: Maintain accurate credit data, resolve bureau rejections, and support responsible lending through CCR compliance.</li><li>Risk & Compliance: Help keep Pepper Money safe by minimising fraud and operational losses, and contributing to audit and QA processes.</li></ul>About youWe're looking for someone who's detail-driven, customer-focused, and thrives in a fast-paced environment. Here are some of the skills you'll bring:<ul><li>A sharp eye for detail and a love for getting things right the first time</li><li>Confidence working with financial data, payments, and reconciliations</li><li>A natural ability to juggle multiple tasks while staying cool under pressure</li><li>Strong communication skills - you know how to explain complex things simply</li><li>Comfort navigating legal documents and working with external stakeholders</li><li>A proactive mindset when it comes to compliance, privacy, and risk</li><li>Experience in customer operations, credit reporting, or financial services is a bonus - but not a dealbreaker</li></ul>At Pepper Money, collaboration is just as vital as your skills. Our values are the heartbeat of our success, driving everything we do:Can Do: We think outside the box and harness the power of teamwork to achieve the extraordinary. Balanced: We set our customers up for success, crafting win-win outcomes that are both human and profitable. Real: We keep it honest and respect everyone, building genuine connections.At Pepper, we're dedicated to making this a fantastic place to work and supporting you every step of the way. Enjoy a values-driven, diverse environment with a leadership team that inspires success and a culture that rewards excellence. We're always finding new ways to make Pepper a place for everyone:<ul><li>Development: a full suite of development opportunities and a great team to learn from</li><li>Recognition: Celebrate efforts with our Spice Reward and Recognition Program and diversity through our DE&I initiatives</li><li>Flexibility: Embrace our hybrid working model, flexible parental leave policies and purchased leave options</li><li>Health and Wealth: Free gym membership, discounted health insurance policies, novated leasing and staff loan rates to manage your mind, body and wallet!</li><li>Referral Bonus: Earn $2000 for referring great people.</li></ul>If this role sounds like it's for you and you have experience in tackling some of the day-to-day tasks, we want to hear from you.For more information on Pepper visit .Pepper is proud of our inclusive and diverse workplace that we have built over the last 21 years. Diversity is embedded in our people practices, the way we communicate and connect with each other, and it is recognised throughout our values.

Customer Service Specialist - Support Services

Computershare

<div>Location: Hyderabad, India (Hybrid)
This is a hybrid position based in Hyderabad, India. We&rsquo;re committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working .
Note: Shift timings will be 6:00pm to 3:00am (IST).
We give you a world of potential.
Support is awesome in the way trust makes it work! When you join this dynamic team as an Operations Consultant, you will enjoy a career, teamwork, flexibility, and leadership you can trust to help accelerate your personal and professional goals. Come be a part of a world of potential at Computershare Business Support Services.
Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms globally.
If you&rsquo;re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!
A role you will love.
We give you a world of potential.
Support is awesome in the way trust makes it work! When you join this dynamic team as an Financial Administrator Specialist, you will enjoy a career, teamwork, flexibility, and leadership you can trust to help accelerate your personal and professional goals. Come be a part of a world of potential at Computershare Business Support Services.
Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service we are looking for people to join us and be a part of our exciting future as one of the top corporate trust firms globally.
If you&rsquo;re a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you!
A role you will love.
The Financial Administrator Specialist is responsible for the day-to-day delivery of high-quality service that meets service level expectations. The Financial Administrator Specialist works closely with their Team Lead to ensure that daily, weekly, and monthly goals are met. This role is also expected to assist the Team Lead in the supervision of assigned staff and occasionally perform administration tasks related to those staff such as: daily timekeeping, performance, and attendance tracking, and provide mentoring to employees.
<ul><li>Team member must have Know Your Customer, Customer Information Program, Anti Money Laundering and Bank Secrecy Act knowledge in addition understanding the various types of entities and the documentation requirements required
</li><li>To Perform Due diligence reviews on potential clients of the firm in accordance with every policy and procedure.
</li><li>Navigate public databases and internal systems to identify and verify due diligence information
</li><li>identify missing CD documentation and remediate as appropriate
</li><li>conduct screening checks on clients and undertake follow-up research as required
</li><li>Ability to work well under pressure and to tight deadlines enough demanding environment
</li><li>maintains high levels of accuracy and attention to detail
</li><li>Substantial knowledge and understanding of anti-money laundering verification process
</li><li>should understand identifications screenings and sanctions
</li><li>Person from Operation demonstrating good core knowledge of applying KYC within a financial institution.
</li><li>Analyze client data, Documentation and negative news in order to determine client risk profile as established under the global KYC procedures
</li></ul>What will you bring to the role?
<ul><li>Any bachelor&rsquo;s degree: 4 to 6 years related experience in AML/ BSA.
</li><li>Experience reading and interpreting complex legal documents Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions. Advanced Microsoft Office (Word, Excel, and Outlook) skills Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Strong analytical skills with high attention to detail and accuracy. excellent verbal, written, and interpersonal communication skills. Effective organizational, multi-tasking, and prioritizing skills Solid problem solving and decision making skills. Ability to instruct others. Ability to interact with all levels of an organization. Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment.
</li><li>Ability to work independently
</li><li>Knowledge and understanding of corporate trust: industry, products, and processes
</li><li>Anti Money Laundering, Bank Secrecy Act and Know Your Customer concepts. CAMS certified desired, but not required.
</li><li>Ability to develop and execute business strategies tied to a common vision, which maximizes revenue and profitability
</li><li>Ability to identify key issues, involve affected parties, design solutions, obtain buy-in, and communicate effectively through resolution
</li><li>Corporate Trust, Relationship Management or related experience
</li><li>Effective organizational, multi-tasking, and prioritizing skill
</li></ul>Rewards designed for you.
Health and wellbeing rewards that can be tailored to support you and your family.
Save for your future. We will support you along your retirement savings journey.
Paid parental leave, flexible working and a caring and inclusive culture.
Income protection. To ease concerns when the unexpected occurs our package includes short and long-term disability benefits, life insurance, supplemental life insurance (single/spouse/family) and more.
And more . Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub 
#LI-Hybrid</div>

Financial Administrator Specialist - Customer Due Deligence

Accenture

Skill required: Com.Bkg- Credit UW - Commercial Credit Underwriting 
Designation: Banking Advisory Specialist 
Qualifications:BBA/BCom/Master of Business Administration
 
Years of Experience:7 to 11 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model. The Corporate banking /Wholesale banking team is responsible for helping clients and organizations processes trade finance transactions by providing superior service delivery to trade customers whilst safeguarding the bank from risks associated with this business. Conduct detailed research on the financial history of businesses to determine their creditworthiness. Assess the risk parameters of the loan, borrower, and industry including the Financial performance of the borrower and guarantor, assessing the repayment capacity and recommending the future course of action in approving/declining/counter offer of business loans. 
What are we looking for? Looking for resources with banking background
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of moderately complex problems &bull; May create new solutions, leveraging and, where needed, adapting existing methods and procedures &bull; The person would require understanding of the strategic direction set by senior management as it relates to team goals &bull; Primary upward interaction is with direct supervisor &bull; May interact with peers and/or management levels at a client and/or within Accenture &bull; Guidance would be provided when determining methods and procedures on new assignments &bull; Decisions made by you will often impact the team in which they reside &bull; Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,Master of Business Administration

Banking Advisory Specialist

U.S. Bank

<div>At U.S. Bank, we&rsquo;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&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
The Global Fund Custody Onboarding team provides guidance and education to Global Fund Services custody clients throughout the process of establishing and launching new investment products as well as helping integrate clients into the broader U.S. Bank ecosystem.
U.S. Bank has an early career opportunity available to join this team. As an onboarding specialist, you will work directly with clients to manage onboarding events and help establish new, less complex investment services accounts of various sizes. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity funds, and other investment products.
As an onboarding specialist, you will be expected to perform the following:<ul><li>
Support our Business Development Officer and Relationship Manager teams by participating in routine client onboarding calls and partner with other Global Fund Custody teams to ensure smooth client transitions from onboarding to ongoing account servicing</li><li>
Validate new account documentation is completed in line with understanding of product details and client intent prior to instructing the opening and setup of accounts</li><li>
Ensure account openings are processed timely and accurately based on client elections with critical documents being retained within systems of record, including initiation of fee billing for new accounts</li><li>
Effectively communicate efforts, status updates, and challenges to Relationship Managers and Global Fund Custody Management team, ensuring proper escalation as needed</li><li>
Willingness to take ownership of assigned relationships and serve as an escalation point for clients</li><li>
Embrace change and continually think outside of the box to find new ways to solve problems</li></ul>
As an early career position, our broader team will help you grow and develop to gain experience and understanding of our customers, product, and provided services. We provide a career path that can lead to working on deals of more complexity and with increasing autonomy.</div><div>
Basic Qualifications 
<ul><li>Associate&rsquo;s degree, or equivalent work experience</li><li>Typically four to six years of job-related experience, preferably in institutional trust and/or financial industry</li></ul></div><div>
Preferred Skills/Experience<ul><li>
Thorough knowledge of securities operations, financial products, and sales</li><li>
Prior experience with relationship management, trust/security operations, project management, and/or regulatory compliance</li><li>
Capable of identifying and developing new business opportunities</li><li>
Ability to think on your feet and resolve complex problems with minimal supervision</li><li>
Effective interpersonal, verbal, and written communication skills</li></ul></div><div>
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.</div>
If there&rsquo;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&rsquo; 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):<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
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.
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.
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: $66,640.00 - $78,400.00
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.</div>

Global Fund Custody Onboarding Specialist

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