Wealth Banking Services Solutions Manager – Operations
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Gresham • Ohio • Oregon • United States
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Salary
💰 $92,820 - $109,200 per year
About the role
- Lead, coach, and develop an operations team responsible for Wealth Banking Services client support
- Set clear expectations, monitor performance, and provide ongoing feedback and development
- Manage staffing levels, workflow distribution, and capacity planning to meet SLAs in a high-growth environment
- Foster a culture of accountability, collaboration, and continuous improvement
- Oversee daily execution of client servicing activities, including: Teller-type transactions, Wire transfers, Loan payments, Account opening and maintenance, Ongoing client service requests
- Ensure operational processes are executed accurately, efficiently, and in compliance with internal policies and regulatory requirements
- Identify opportunities to improve efficiency, scalability, and risk mitigation
- Ensure adherence to legal, regulatory, and accounting requirements impacting Wealth Management and Securities Services
- Maintain strong operational controls and documentation
- Partner with compliance, risk, and audit teams as needed
- Partner with internal stakeholders across Wealth Management, Operations, and leadership teams
- Communicate effectively with peers and leaders regarding performance, capacity, risks, and improvement opportunities
- Support change initiatives related to growth, process optimization, and systems
Requirements
- Bachelor's degree in accounting or finance, or equivalent work experience
- Three to five years of experience in trust and securities operational functions
- Three to five years of management experience
- Thorough knowledge of trust and securities operational functions, systems, procedures, products and services
- Thorough knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
- Well-developed analytical, problem-solving, organizational and project management skills
- Effective interpersonal, verbal and written communication skills
- Excellent supervisory and management skills, including a well-developed knowledge of human resources
- Ability to manage multiple, unrelated tasks
- Additional one to three years experience managing Managers preferred
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 & Tools
trust operational functionssecurities operational functionsaccounting principlesregulatory complianceperformance monitoringcapacity planningworkflow distributionprocess optimizationrisk mitigationclient servicing activities
Soft Skills
leadershipcoachingcommunicationanalytical skillsproblem-solvingorganizational skillsproject managementinterpersonal skillssupervisory skillscollaboration
Certifications
Bachelor's degree in accountingBachelor's degree in finance