U.S. Bank CD/IRA Investment Operations Specialist 4 - Gresham, OR in GRESHAM, Oregon
Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
High school diploma or equivalent
Four or more years of related experience
Advanced knowledge of the investment operations within the assigned area
Thorough knowledge of the computer applications used in the assigned area
Strong ability to manage multiple tasks/projects and deadlines simultaneously
Ability to operate various types of office equipment
Strong customer service and relations skills
Ability to identify and resolve/escalate problems
Advanced mathematical and/or accounting skills
Good data entry skills
Effective verbal and written communication skills
Primary Location: Oregon-OR-Gresham
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 200015379
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
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.