Operations Analyst - USBA Life Events

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

The Operations Analyst is responsible for defining and performing systems analysis and development tasks to improve workflow and operating efficiency for the USBA Operations Life Events Department. The Life Events teams main functions are to administer and process journals for beneficiary claims and day to day asset movement between internal USBA client accounts. The analyst formulates proposals for new systems and information needs by analyzing existing systems and procedures and defining recommended technical and procedural improvements. Analyzes costs of existing operations and estimates cost savings to be achieved by implementing proposed changes; makes recommendations based on analysis. Participates in the modification of existing applications or development of new applications. Acts as a liaison and technical resource between management, staff and information systems to define and communicate standards of operational policy, plans, customer service or financial/performance reporting. Ensures all documentation and requests comply with established policies and procedures. Maintains applicable systems to monitor and track projects, plans and/or data; provides reports to management as needed. Writes test plans and performs tests of new systems and modifications to existing systems. Develops communication tools to ensure a high level of awareness of policies, plans, procedures or study/project results. Will conduct oversight of functions within the department, track processing statistics and review regulatory updates to ensure the department maintains compliance.

Basic Qualifications

• Bachelor’s degree, or equivalent work experience

• Typically three or more years of relevant experience

Preferred Skills/Experience

• Thorough knowledge of policies, plans, procedures, products and regulatory requirements for the brokerage industry

• Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders

• Good understanding of project management and testing methodology and procedures

• Ability to develop test schedules, review testing plans, track test issues and report on test results

• Strong analytical and forecasting skills

• Ability to manage multiple tasks/projects and deadlines simultaneously

• Ability to work as part of a project team

• Effective verbal and written presentation and communication skills

• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

• Securities 7 and 24 Licenses

Location Expectations

This role requires working from a U.S. Bank location three (3) or more 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.

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 applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.