U.S. Bank · 7 hours ago
Paying Transfer Agent Operations Specialist Team Lead - Wealth Operations
Saint Paul, MN
Full-time
Hybrid
Mid, Senior Level
$24.18/hr - $32.21/hrU.S. Bank is on a mission to support customers and communities in making better financial decisions. They are seeking a Paying Transfer Agent Operations Specialist Team Lead to oversee operational support and processing activities for Wealth Corporate & Institutional Banking Operations, collaborating with various teams to ensure efficient management of customer accounts.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
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. Some activities will include:
Participate in Business Continuity Plan (BCP) review, meetings, and exercises
Complete UAT testing for technology enhancements and participate in project meetings
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
Qualification
Required
High school diploma or equivalent
Preferred
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
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
Company
U.S. Bank
At U.S.
Founded in 1968
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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