U.S. Bank

Artificial Intelligence

• Define and champion the strategic direction for Agentic and Generative AI capabilities across Operations applications, IDP, workflow/case management, and contact center technologies.
• Lead modernization efforts across Operations platforms, including cloud migration, application rationalization, and platform upgrades.
• Oversee day-to-day support and enhancement of Operations applications.
• Ensure adherence to enterprise security, privacy, audit, and model governance standards.
• Lead, coach, and develop teams of engineers and analysts.

Director, AI Strategy – Technical Platforms

Financial Planning and Analysis

• Prepare and review financial statements (e.g., statement of assets and liabilities, schedule of investments, statement of operations, statement of changes in net assets, statement of cash flows, accompanying financial footnotes and tailored shareholder reports) and the accompanying support packages for client shareholders and the SEC in order to comply with GAAP and regulatory reporting requirements.
• Ensure compliance with SEC, GAAP, and regulatory reporting requirements.
• Coordinate with external auditors and manage audit processes.
• Maintain internal controls over financial reporting.
• Monitor changes in accounting standards and assess their impact on reporting processes.
• Prepare ad hoc financial reports and analysis for senior management and stakeholders.
• Provide training and technical guidance to new staff regarding changes in regulations and procedures.

Senior Financial Reporting Analyst

• Define and continuously evolve the Operations AI strategy aligned with divisional objectives and enterprise goals
• Partners with product, technology, and operational leaders to identify high value AI opportunities and ensure a balanced portfolio of near-term and long-term initiatives
• Translate strategic priorities into actionable roadmaps with clear milestones, business outcomes, and success metrics
• Facilitate prioritization and investment discussions across senior leadership to ensure alignment and transparency
• Accountable for driving execution and building momentum to achieve and exceed Operational goals
• Establish and operationalize a repeatable AI governance framework that balances innovation with risk, compliance, and ethical use of AI
• Develop approval workflows and decision-making routines for AI use cases, including intake, review, and sign off processes
• Partner closely with enterprise partners to align with emerging regulatory requirements and industry best practices

Operations Leader – AI Transformation Strategy

Manager

• Oversee the development of expected loss forecasting models for the Commercial & Industrial portfolio in compliance with CECL, CCAR and other regulatory requirements
• Interface with staff in credit portfolio risk management, corporate finance, external reporting, as well as model validation and audit services
• Communicate statistical model functions and predictions to stakeholders to demonstrate effective risk management and compliance
• Foster integrations of credit risk modeling into business as usual (BAU) activities
• Develop and document model methodology and selection evidence for validation and third-party review
• Present final development code for validation and implementation using coding languages (Python, R, SAS, SQL)
• Systematically track and report on the ongoing performance and stability of models
• Documentation and presentation of portfolios analysis supporting modeled outputs, respective overlays for emerging risks and reasonableness analysis
• Oversee offshore resources to supplement support the U.S.-based team

Senior Quantitative Development Manager

Consultant

• Build relationships with customers via multiple channels including in-person, by appointment, and virtually.
• Provide counsel while adapting a digital first mindset.
• Assess and attend to customers’ banking needs, obtaining and processing customer and account information.
• Demonstrate and educate clients on available deposit and loan products and services.
• Recommend solutions based on each customer’s unique goals and needs.
• Develop collaborative partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests and submit credit applications.
• Proactively educate clients on emerging and self-service digital products and services.

Client Relationship Consultant, Level 2-4

• Provide support for Payments Credit Risk & Collections by performing financial analyses across budgeting, forecasting, expense allocation, and business case development.
• Develop and maintain spreadsheets, financial models, and prepares management presentations used across all levels of leadership.
• Lead components of monthly, quarterly, and annual financial reporting cycles and provides ad‑hoc analysis to support decision‑making within the Payments Credit Risk & Collections organization.
• Research and resolve data issues within financial reporting systems while collaborating effectively with senior leaders and cross‑functional partners.

Senior Financial Analyst

Account Executive

• Develops and maintains business relationships with dealerships for the Indirect Lending business
• Markets products to consumer and commercial customers, existing customers, as well as developing relationships with new customers
• Shares accountability for credit quality with the Underwriting team
• Deepening customer relationships by selling U.S. Bank products
• A significant amount of time is spent in face-to-face contact with the client or prospect
• Requires a significant amount of local and regional travel with some national travel

Dealer Services Sales Rep 4

Administration

• Monitoring a fund budget based on contractual agreements, fee proposals and expense activity trends
• Helping prepare and assist with ETF and other fund client board of directors meeting materials
• Helping prepare financial statements for ETF and other fund client shareholders and the SEC in order to comply with GAAP and regulatory reporting requirements
• Testing portfolio compliance to ensure ETF and other fund adherence to the Investment Company Act of 1940, stated prospectus limitations and internal revenue code guidelines
• Leading the financial reporting filing requirements for an ETF or other fund client’s fiscal year
• Developing knowledge to empower you to mentor teammates and begin to communicate effectively with investment advisor clients
• Assisting mid-level and senior-level Fund Administrators in the coordination of ad-hoc projects which can include ETF, trust and other fund launches, ETF and other fund M&A activity and ETF and other fund liquidations

Fund Administrator

Account Manager

• Handle and grow a complex portfolio of loans
• Prospect for and close new business relationships
• Retain and expand relationships with existing customers
• Sell appropriate bank products and services to prospects and clients
• Identify and successfully capitalize on One U.S. Bank and make appropriate referrals
• Focus on expanding and servicing large and complex customer relationships
• Take a leadership role in all aspects of client relationship management
• Be dedicated to customers, quality, accountability, loan and deposit growth, and fee income growth

Relationship Manager, Consumer and Retail

Analyst

• Serves as a computer technology expert for assigned functional applications to assist business lines with development and ongoing support.
• Provides project release direction and support including research, analysis, review, development, implementation and monitoring of new or revised systems.
• Acts as a liaison for project release and typically perform analysis supporting the strategies and objectives of the business line.
• Compiles and analyzes information that is very detailed and often interpretive making project release recommendations based on the findings.
• Interfaces with internal and external resources to ensure successful completion, installation and implementation in accordance with client needs.
• Capture and document business requirements, act as liaison between business and development teams, and support project execution and solution architecture.
• Gather, analyze, and document business requirements for projects.
• Work closely with cross-functional teams to clarify requirements and resolve questions.
• Serve as the main point of contact between business lines and development teams, ensuring clear communication and understanding.
• Proactively identify potential issues and work to prevent them during the project lifecycle.
• Take initiative to resolve blockers by collaborating with relevant teams, rather than waiting for others to intervene.
• Support project execution and documentation development.

Business Technology Analyst – Process Transformation Automation

• Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Client Relationship Consultant 1-4 – Banker

Auditor

• Completing audit engagement assignments with minimal supervision from audit team management
• Understanding risk and risk management techniques, identifying, and analyzing business processes, key risks, and critical controls
• Evaluating control design adequacy and performing/supervising control testing
• Documenting work performed in conformance with internal audit policies and procedures
• Assisting the audit team management in planning and conducting audit engagements
• Drafting audit issues under the supervision of the audit team management
• Assisting in the reporting and wrap-up phases of audits

Senior Auditor

Compliance

• Preparation of agendas, resolutions, and related materials to support board governance of the series trusts sponsored by GFS;
• Attendance at and drafting of minutes reflecting the content of board of trustees meetings for one or more series trusts sponsored by GFS;
• Working with investment advisers and other service providers to the series trusts sponsored by GFS to solicit due diligence information on behalf of the trust’s board;
• Preparation of regulatory filings required under federal securities laws, including registration statements on Forms N-1A and proxy statements on Schedule 14A or Form N-14, using a content management system;
• Training, mentoring, and other support functions for Regulatory Administration paralegals;
• Working directly with internal counsel, external fund counsel, internal compliance administrators, financial printers, external auditors, and investment advisers on matters requiring confidentiality.
• Working on additional projects/duties as assigned.

Regulatory Administrator

• Build relationships with customers, engaging via multiple channels including in-person, by appointment, and virtually
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Recommend solutions based on each customer’s unique goals and needs
• Maintain a working knowledge of consumer and business banking products and services including digital products and services
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services

Client Relationship Consultant 1-3

Outside Sales

• Originates mortgage loans in an assigned market
• Takes applications and submits loan applications to processing and underwriting for approval
• Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources
• Engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations
• Expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations