U.S. Bank Jobs

Job Information

U.S. Bank Mutual Funds Specialist 3 - Correspondence - Milwaukee, WI in MILWAUKEE, Wisconsin

Analyze moderately complex transaction requests in order to communicate with shareholders, clients and administrative agencies via written correspondence to resolve problems regarding shareholder requests and regulatory requirements. Explain prospectus, annual report, signature guarantee/redemption procedures and financial report information as requested. Correspond with shareholders via the EnCorr System, using existing Microsoft Word formats and content. Due to the research sometimes required as part of this process the representative will sometimes need to perform actions that are not specifically documented within the work instructions. This position also requires the representative to assist management with procedural updates and the mentoring of new employees. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.


Basic Qualifications

  • High school diploma or equivalent

  • Minimum one year of related work experience, such as accounting/financial transactions and customer service

Preferred Skills/Experience

  • Typing skills in excess of 25 WPM

  • Good knowledge of Microsoft Word

  • Strong analytical and organizational skills

  • Attention to detail required

  • Excellent verbal and written communication skills

  • Minimum 1 year experience as a Correspondence Rep 2

  • Act as a mentor for new employees

  • Assist in the creation and/or update of procedures

  • Basic knowledge of EnCorr Admin Facility

Job: Operations

Primary Location: Wisconsin-WI-Milwaukee

Shift: 1st - Daytime

Average Hours Per Week: 40

Requisition ID: 200018335

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.