Regional Operations Leader - Los Angeles, CA

Company: Us Bank
Location: San Diego
Posted on: April 7, 2025

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 DescriptionAs a Regional Operations Leader you will directly manage a team of non-exempt WM Affluent Associates; this includes all performance management activities, hiring, onboarding, coaching, discipline, and professional development where appropriate. You will manage and monitor the daily activities and workflow of the Affluent Associates and work to allocate capacity or volume related items within their team.Additionally, you will support the market in partnership with the Market Leaders by managing and reviewing routine reports, manage compensation exception processes, understand, and incorporate process and procedure improvements. You may assist in Market event coordination and scheduling.You will ensure all production related transactions are completed in a timely manner and with accuracy to support the revenue/sales, cost and quality control goals established within the business line and market. Help introduce and implement new work tools, technology, processes, and procedures. Ensure compliance regarding FINRA and SEC regulatory standards.Overall, you will utilize a high degree of independence in making decisions. Having strong working knowledge of the investments industry as well as policies and procedures will be important in this role. Incumbents are required to have active FINRA Series 7, 63, and life, variable life, health and disability insurance licenses and Series 24 preferred and required upon hire.Basic Qualifications

• Series 7, 63 or 65/66 and Insurance licenses
• Bachelor's degree, or equivalent job experience
• Three or more years of management experiencePreferred Skills/Experience
  • 5 years of investment industry and management experience
  • Series 24 (required upon hire)
  • Excellent Customer Service skills
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Proficient computer skills
  • Excellent verbal and written communication skillsBenefits: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 lawEEO is the LawU.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO poster.E-VerifyU.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 .
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Keywords: Us Bank, San Diego , Regional Operations Leader - Los Angeles, CA, Other , San Diego, California