U.S. Bancorp

3 weeks ago

Impact Finance: Deposit & Payment Solutions - Operations Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Serve as the primary daily contact for the Impact Finance New Markets, Historic Tax Credit, and Syndications group to support customer bank account setup tied to tax credit deals. Assist customers with account openings and KYC tasks, handle daily client calls and issue resolution, ensure accurate product/service portfolio implementations, and support compliance work like periodic KYC and inactive account reviews. Back up other operations analysts and work proactively with minimal oversight.

Location: Missouri, Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Assist tax credit customers with opening accounts related to deals, including handling Know Your Customer (KYC) tasks.
•Act as a direct customer interface liaison with various bank departments.
•Handle day-to-day client calls, customer actions, and client problem resolution.
•Ensure accurate portfolio implementations for products and services and provide primary client support through communication and analysis.
•Support compliance-related projects such as periodic KYC reviews, inactive account reviews, and potential audit requests.

Pay and Benefits

Salary: USD 75,820 - 89,200

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree in accounting or finance, or equivalent work experience.
•Five or more years of experience in financial accounting activities.
•Thorough knowledge of deposit products and treasury management services.
•Know your customer (KYC) experience and ability to handle KYC tasks.
•Strong attention to detail and ability to work in a deadline-oriented environment.

Experience:5+ yearsFinancial accountingBanking

Education:Bachelor's in accounting or finance

Skills:Attention to detailAnalytical problem-solvingCommunicationIndependent thinking

Tech Stack:KYCFusion system

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 weeks ago

Impact Finance: Deposit & Payment Solutions - Operations Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Missouri, Denver

Workplace: Onsite

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Assist tax credit customers with opening accounts related to deals, including handling Know Your Customer (KYC) tasks.
•Act as a direct customer interface liaison with various bank departments.
•Handle day-to-day client calls, customer actions, and client problem resolution.
•Ensure accurate portfolio implementations for products and services and provide primary client support through communication and analysis.
•Support compliance-related projects such as periodic KYC reviews, inactive account reviews, and potential audit requests.

Pay and Benefits

Salary: USD 75,820 - 89,200

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•Bachelor's degree in accounting or finance, or equivalent work experience.
•Five or more years of experience in financial accounting activities.
•Thorough knowledge of deposit products and treasury management services.
•Know your customer (KYC) experience and ability to handle KYC tasks.
•Strong attention to detail and ability to work in a deadline-oriented environment.

Experience:5+ yearsFinancial accountingBanking

Education:Bachelor's in accounting or finance

Skills:Attention to detailAnalytical problem-solvingCommunicationIndependent thinking

Tech Stack:KYCFusion system

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor