Workforce Planner responsible for demand forecasting and colleague scheduling in banking operations. Managing performance reporting and ensuring optimal service levels.
About the role
- Workflow Coordinator facilitating end-to-end client onboarding for U.S. Bank's Wealth Banking Services team. Ensuring compliance and enhancing client satisfaction in a support role.
Responsibilities
- 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.
- 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.
- Proactively identify potential compliance concerns, fraud indicators, or operational risks during onboarding.
- Ensure adherence to internal controls, regulatory requirements, and risk management protocols.
- 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.
- 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.
Requirements
- Bachelor's degree, or equivalent work experience
- Five or more years of administrative support 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
Benefits
- 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
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