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Investment Operations Specialist 4

U.S. Bank

Investment Operations Specialist 4

full-timePosted: Jan 17, 2026

Job Description

 

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

Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.

Basic Qualifications
- High school diploma or equivalent
- Four or more years of related experience

Preferred Skills/Experience
- Advanced knowledge of the investment operations within the assigned area
- Thorough knowledge of the computer applications used in the assigned area
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to operate various types of office equipment
- Strong customer service and relations skills
- Ability to identify and resolve/escalate problems
- Advanced mathematical and/or accounting skills
- Good data entry skills
- Effective verbal and written communication skills

- This postion will assist our 24 hr bankers and branch bankers over the phone with questions related to CD/IRA's

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working 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 (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: $21.25 - $28.32

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.

Locations

  • Gresham, OR, United States

Salary

44,200 - 58,906 USD / yearly

Estimated Salary Rangemedium confidence

44,200 - 58,906 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • advanced knowledge of investment operationsintermediate
  • thorough knowledge of computer applicationsintermediate
  • managing multiple tasks and deadlinesintermediate
  • strong customer service and relations skillsintermediate
  • problem identification and resolutionintermediate
  • advanced mathematical and accounting skillsintermediate
  • effective verbal and written communicationintermediate

Required Qualifications

  • High school diploma or equivalent (experience)
  • Four or more years of related experience (experience)

Responsibilities

  • Research and resolve operational and accounting exceptions
  • Interface with internal personnel to resolve issues
  • Ensure accuracy of account statements and information
  • Verify account entries and prepare correcting adjustments
  • Respond to telephone or written inquiries
  • Assist 24 hr bankers and branch bankers with CD/IRA questions

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (two to five weeks)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave

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U.S. Bank logo

Investment Operations Specialist 4

U.S. Bank

Investment Operations Specialist 4

full-timePosted: Jan 17, 2026

Job Description

 

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

Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensures the accuracy of account statements and information. Verifies account entries, ensures totals balance and prepares correcting adjustments as needed. Ensures that all documentation requirements are satisfied. Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees.

Basic Qualifications
- High school diploma or equivalent
- Four or more years of related experience

Preferred Skills/Experience
- Advanced knowledge of the investment operations within the assigned area
- Thorough knowledge of the computer applications used in the assigned area
- Strong ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to operate various types of office equipment
- Strong customer service and relations skills
- Ability to identify and resolve/escalate problems
- Advanced mathematical and/or accounting skills
- Good data entry skills
- Effective verbal and written communication skills

- This postion will assist our 24 hr bankers and branch bankers over the phone with questions related to CD/IRA's

This role is hybrid. Team members who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working 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 (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: $21.25 - $28.32

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.

Locations

  • Gresham, OR, United States

Salary

44,200 - 58,906 USD / yearly

Estimated Salary Rangemedium confidence

44,200 - 58,906 USD / yearly

Source: Disclosed

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • advanced knowledge of investment operationsintermediate
  • thorough knowledge of computer applicationsintermediate
  • managing multiple tasks and deadlinesintermediate
  • strong customer service and relations skillsintermediate
  • problem identification and resolutionintermediate
  • advanced mathematical and accounting skillsintermediate
  • effective verbal and written communicationintermediate

Required Qualifications

  • High school diploma or equivalent (experience)
  • Four or more years of related experience (experience)

Responsibilities

  • Research and resolve operational and accounting exceptions
  • Interface with internal personnel to resolve issues
  • Ensure accuracy of account statements and information
  • Verify account entries and prepare correcting adjustments
  • Respond to telephone or written inquiries
  • Assist 24 hr bankers and branch bankers with CD/IRA questions

Benefits

  • general: Healthcare (medical, dental, vision)
  • general: Basic term and optional term life insurance
  • general: Short-term and long-term disability
  • general: Pregnancy disability and parental leave
  • general: 401(k) and employer-funded retirement plan
  • general: Paid vacation (two to five weeks)
  • general: Up to 11 paid holiday opportunities
  • general: Adoption assistance
  • general: Sick and Safe Leave

Target Your Resume for "Investment Operations Specialist 4" , U.S. Bank

Get personalized recommendations to optimize your resume specifically for Investment Operations Specialist 4. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Investment Operations Specialist 4" , U.S. Bank

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Answer 10 quick questions to check your fit for Investment Operations Specialist 4 @ U.S. Bank.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.