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Paying Transfer Agent Operations Specialist Team Lead - Wealth Operations

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U.S. Bank National Association

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Location:
United States , Saint Paul

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Category:
Finance

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Contract Type:
Not provided

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Salary:

24.18 - 32.21 USD / Hour
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Job Description:

U.S. Bank is hiring a Paying Transfer Agent Operations Specialist - Team Lead to support our Bondholder Communications team within Corporate Trust Wealth Operations. Responsible for the operational support and processing activities of Wealth Corporate & Institutional Banking Operations (WCIBO) Corporate Trust customer accounts and products of various types. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Work is typically performed under limited guidance and direction. Typically requires a thorough level of knowledge of specific functional areas and general knowledge of Paying & Transfer Agent Operations functions. Requires general knowledge of technical skills in addition to good organizational skills.

Job Responsibility:

  • Partner with Client Managers, Resolution Center, Client Services, System Owners, and other key business partners on completion of Bondholder requests
  • Assist in managing incoming workflow and inquiries via shared mailbox and physical mail including monitoring volume, assignment of work, and follow up on outstanding requests
  • Serve as a peer leader completing tasks including but not limited to: Lead new hire role specific training and cross training
  • Provide peer coaching and feedback to management as needed or upon request
  • Work with other team members to ensure proper coverage where needed
  • Collaborate with key stakeholders to support and facilitate continuous improvement across product and processes, including growth, onboarding, technology, and business change management
  • Provide ongoing support to PTAO leadership, including but not limited to: Incoming process-related inquiries
  • Issue management (resolution/escalation)
  • Pain point collection, review, and action planning
  • Various operations-related reporting
  • Review, recommend and/or update operations documents including published procedures, process workflows or job aids, and escalation roadmaps in partnership with leadership
  • Support various audit, risk, and compliance requests
  • Expected to work independently with limited supervision, demonstrate good time management skills, multitask, and complete work with competing deadlines based on prioritization list and real time assessment

Requirements:

  • High school diploma or equivalent
  • Demonstrate a general to thorough level of knowledge with Stream Transfer Agency (STA) and Microsoft 365 tools including Outlook, Excel, Teams, and Word
  • Knowledge of or the ability to quickly learn Corporate Trust operational functions, systems, procedures, various products and/or services, for assigned area(s)
  • Ability to multitask and meet established deadlines in a dynamic work environment
  • Exhibits analytical, problem-solving, decision-making, and organizational skills
  • Exhibits customer relation skills, interpersonal, and verbal and written communication skills
What we offer:
  • 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

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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