Workflow Coordinator - WCIB Operations at U.S. Bank

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

Take your skills to the next level

We are looking to grow our team within Wealth Banking Services group. This role serves as a critical service and support liaison within the Wealth Banking Services team, functioning as a pre-underwriter to facilitate the onboarding of new credit relationships, including lines and loans. The position supports Bankers and Relationship Managers by ensuring all onboarding documentation and requirements are met in accordance with internal policies and regulatory guidelines.

Key Responsibilities:

Client Onboarding Support:

• Assist in the end-to-end onboarding process for new clients and credit facilities.
• Review submitted documentation for completeness and accuracy prior to underwriting.
• Ensure timely and compliant setup of new accounts and credit lines.
  
  
  

Pre-Underwriting Review:

• Conduct initial assessments of client documentation to identify missing or incomplete items.
• Escalate outstanding onboarding requirements to the assigned Banker or Relationship Manager.
• Collaborate with internal stakeholders to resolve documentation or compliance issues.
  
  
  

Risk and Compliance Monitoring:

• Proactively identify potential compliance concerns, fraud indicators, or operational risks during onboarding.
• Ensure adherence to internal controls, regulatory requirements, and risk management protocols.
• Maintain up-to-date knowledge of onboarding procedures and compliance standards.
  
  
  

Client Relationship Support:

• Serve as a point of contact for onboarding-related inquiries from internal partners.
• Provide high-quality service to enhance client satisfaction and support relationship growth.
• Promote operational efficiency and accuracy to encourage expansion of client relationships.
  
  
  

Operational Excellence:

• Work within established department guidelines and service level agreements.
• Maintain detailed records of onboarding activities and communications.
• Participate in process improvement initiatives and contribute to team success.
  
  
  

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Five or more years of administrative support experience
  
  
  

Preferred Skills/Experience

• Expert knowledge of departmental operations/policies and bank products/services
• Excellent interpersonal, verbal and written communication skills
• Exceptional customer service skills
• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer navigation skills using a variety of software packages including Microsoft Office applications
  
  
  

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 (some may vary based on role, location or hours):

• 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
  
  
  

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: $25.63 - $34.18

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.