CD IRA Customer Service Call Rep

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.

 
Performs a variety of operational duties within an assigned area of Investment Operations.  Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review.  Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers.  Ensures the accuracy of account statements and information.  Verifies account entries, ensures totals balance and prepares correcting adjustments as needed.  Ensures that all documentation requirements are satisfied.  Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.
 

Qualifications

 
Basic Qualifications
- High school diploma or equivalent
- Three to four years of experience in investment operations activities
 
Preferred Skills/Experience
- Thorough knowledge of the investment operations within the assigned area
- Good knowledge of the computer applications used in the assigned area
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to operate various types of office equipment
- Proven customer service skills
- Advanced mathematical and/or accounting skills
- Good data entry skills
- Effective verbal and written communication skills
 

Job

Operations

Primary Location

Missouri-MO-Saint Louis

Shift

1st - Daytime

Travel

No

Additional Scheduling Information

Mon - Fri 8am - 5pm Some Saturdays

Average Hours Per Week

40