Brookfield, WI14 days ago
Serves as the main point of contact between the customer representative and U.S. Bank during the implementation process via phone or email, conducts onboarding activities, performs analyses, monitors, and tracks implementation requests from point of sale to customer use. 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.