Workflow Coordinator – WCIB Operations
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Cincinnati • Ohio • Oregon • United States
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Salary
💰 $26 - $34 per hour
About the role
- Assist in the end-to-end onboarding process for new clients and credit facilities.
- Review submitted documentation for completeness and accuracy prior to underwriting.
- Ensure timely and compliant setup of new accounts and credit lines.
- Conduct initial assessments of client documentation to identify missing or incomplete items.
- Escalate outstanding onboarding requirements to the assigned Banker or Relationship Manager.
- Collaborate with internal stakeholders to resolve documentation or compliance issues.
- Proactively identify potential compliance concerns, fraud indicators, or operational risks during onboarding.
- Ensure adherence to internal controls, regulatory requirements, and risk management protocols.
- Serve as a point of contact for onboarding-related inquiries from internal partners.
- Provide high-quality service to enhance client satisfaction and support relationship growth.
- Work within established department guidelines and service level agreements.
- Maintain detailed records of onboarding activities and communications.
- Participate in process improvement initiatives and contribute to team success.
Requirements
- Bachelor's degree, or equivalent work experience
- Five or more years of administrative support experience
- Expert knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
- Exceptional customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Ability to resolve complex problems with minimal guidance
- Excellent computer navigation skills using a variety of software packages including Microsoft Office applications
Benefits
- 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
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
administrative supportdocumentation reviewunderwritingcompliancerisk managementprocess improvementdata interpretationproblem resolutionclient onboardingaccount setup
Soft skills
interpersonal skillsverbal communicationwritten communicationcustomer serviceattention to detailcollaborationproactive identificationservice orientationteamworkadaptability
Certifications
Bachelor's degree