Custody Operations Specialist

• Research and monitor financial-account exceptions, including returned wires, funds awaiting proper placement, and account overdrafts.
• Coordinate with internal business partners to obtain information and status updates on outstanding items.
• Track open exceptions and provide consistent follow-up through email and calls.
• Set up and lead calls when additional coordination is needed to move an issue toward resolution.
• Support account and asset-level maintenance for WMIS client accounts and products.
• Work across multiple systems, platforms, and exception categories.
• Manage multiple responsibilities concurrently while meeting established deadlines and Service Level Agreements.
• Follow established department policies, procedures, and operational requirements.
• Participate in cross-training across team functions.

• Associate's degree, or equivalent work experience
• Two or more years of relevant experience

• Basic understanding of regulatory and accounting principles affecting Wealth Management & Investment Services business lines and clients
• Research and analytical skills with the ability to investigate financial-account exceptions and gather relevant information
• Ability to quickly learn custody operations, systems, procedures, products, and services
• Ability to work effectively across multiple systems and platforms
• Intermediate Microsoft Excel skills; advanced proficiency is beneficial but not required
• Ability to manage multiple assignments and meet established deadlines in a dynamic work environment
• Demonstrated problem-solving, decision-making, and organizational skills
• Clear written and verbal communication skills
• Ability to communicate effectively with internal business partners and lead calls when appropriate
• Proficiency navigating Microsoft Office applications and other software systems

• Must work in office 60% of the work days - per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

Review our full benefits available by employment status here .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.