Account Setup Coordinator
U.S. BankAbout the role
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
This position is responsible for working with various areas within the company to successfully implement products and services for customers. Acts as the primary internal contact. Coordinates activities with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues relating to missing or conflicting product information and documentation by communicating and coordinating efforts with customers, sales staff, relationship managers, operations, bankers and/or legal staff where applicable.
Key Responsibilities:
Ensure that requests are completed timely, accurately and in compliance with standard policies.
Create the customer structure and accounts within various Systems
Ensure that customers receive quality service for all operational activities supported.
Adheres to corporate policies and procedures and complies with applicable laws and regulations.
Maintenance of required procedures, documentation and evidence to enable audit trails.
Basic Qualifications
High school diploma or equivalent
Two years’ relevant experience
Preferred Skills/Experience
Ability to multitask and meet established deadlines in a dynamic work environment.
Demonstrated analytical, problem-solving, decision-making, and organizational skills.
Effective customer relations, interpersonal, verbal and written communication skills.
Proficient computer skills using a variety of software packages including Microsoft Office. SQL Management Studio experience a plus.
Aptitude for identifying and resolving exceptions and interpreting data accurately.
Participating in or lead/managing projects and carrier meetings.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Three to five years of clerical and/or customer service experience
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside of the location for the other days.
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.
Benefits:
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 appl
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s