U.S. Bank Job - 29527445 | CareerArc
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Company: U.S. Bank
Location: West Allis, WI
Career Level: Associate
Industries: Banking, Insurance, Financial Services


Directly manages a group of non-exempt USBI Registered Client Associates including performance management activities and hiring, providing coaching and discipline where appropriate. Manage and monitor the daily activities and work flow of the Client Associates and work to allocate capacity or volume related items within their team. Support the regional administration tasks in partnership with the USBI and U.S. Bank Region Managers. Ensure all production related transactions are completed in a timely manner and with accuracy to support the revenue/sales, cost and quality control goals established within the business line and region. Help introduce and implement new work tools, technology, processes and procedures. Ensure compliance regarding FINRA and SEC regulatory standards. Onboard new employees following a structured process. Utilize a high degree of independence in making decisions. Strong working knowledge of the investments industry as well as policies and procedures. An undergraduate degree in a business related field and experience in investment industry and preferred.


Basic Qualifications
- Minimum technical, trade or business school certificate, or equivalent work experience
- Eight or more years of administrative or operations experience in the financial services industry
- One or more years of supervisory experience

- Series 7, 66 or 63 & 65

Preferred Skills/Experience

- Series 24 and life, variable life, health and disability licenses preferred & required upon hire
- In-depth knowledge of functional area, applicable systems and policies and procedures for the assigned area
- Strong organizational and problem-solving skills
- Excellent computer skills, especially Microsoft Office applications
- Demonstrated leadership skills
- Thorough knowledge of the organization's human resources policies and procedures
- Strong interpersonal, verbal and written communication skills
- Well-developed ability to resolve complex problems with minimal guidance

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