Hybrid Workflow Coordinator – WCIB Operations

at U.S. Bank

• Job title: Workflow Coordinator – WCIB Operations
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $26 - $34 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Cincinnati, United States

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