Jobs / United States / US Bank National Association
Mutual Funds Specialist 5
US Bank National Association · 🇺🇸 Milwaukee, WI
Sponsorship verdict
Sponsorship possible
One solid signal, not two — worth applying, and worth asking about sponsorship early.
- Employer is on a government sponsor recordUSCIS Data Hub records 294 H-1B approvals for this employer in FY2023. Source: USCIS H-1B Employer Data Hub (US Citizenship and Immigration Services).
- The posting doesn’t mention sponsorshipSilence isn’t a refusal — ask the recruiter before investing much time.
- No salary bar for this routeH-1B has no fixed salary bar: the employer must pay at least the prevailing wage for the role and area. Cap-subject employers enter a lottery weighted by wage level. Source: https://www.federalregister.gov/documents/2025/12/29/2025-23853/weighted-selection-process-for-registrants-and-petitioners-seeking-to-file-cap-subject-h-1b, rules effective 2026-02-27.
- Confirmed live todayWhen a source last listed this job as open.
US H-1B: cap-subject employers enter a lottery weighted by wage level — Level I gets 1 entry, Level IV gets 4 (DHS projected selection odds ≈15% at Level I to ≈61% at Level IV). Universities and non-profit research employers are cap-exempt. The $100,000 fee for new petitions from abroad is currently blocked by a court order (appeal pending).
A verdict summarises public evidence; it is not legal advice and never a guarantee — the employer and the immigration authority decide. Sign in to factor in where you can already work.
Or apply yourself on the official page →
Sponsor Radar — US Bank National Association
USCIS Data Hub records 294 H-1B approvals for this employer in FY2023. Source: USCIS H-1B Employer Data Hub (US Citizenship and Immigration Services).
Past sponsorship or register membership never guarantees sponsorship for this vacancy or for you. Full Sponsor Radar for US Bank National Association →
About the role
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 Description Job Description Your journey starts now. Global Fund Services is seeking a Mutual Funds Specialist to join our Contact Center team. In this role, you’ll support shareholders, institutional clients, and broker/dealers by providing accurate information, processing mutual fund transactions, and delivering an exceptional client experience. This position is ideal for individuals who have a background in the investment industry—or education in financial markets—and who enjoy helping investors understand their accounts and the products they hold. What You’ll Do • Process a wide range of mutual fund transactions , including new account setups, purchases, redemptions, exchanges, and account maintenance—while meeting accuracy and productivity standards. • Respond to inbound calls from shareholders, institutional clients, and broker/dealers, providing clear guidance on account activity and mutual fund‑related questions. • Analyze and correct transactions , including trade cancellations, account updates, and pricing‑related adjustments. • Support conversion and liquidation activities , ensuring data accuracy throughout each process. • Research and resolve shareholder requests in accordance with SEC, STA, and internal policy requirements. • Explain investment concepts to callers, including: • What mutual funds are and why investors may choose them • How mutual fund performance is evaluated • Portfolio holdings and how they relate to a fund’s objectives • The differences among IRA types and how they function Schedule & Location • Hours: Monday–Friday, rotating schedule between 8:00 AM and 7:00 PM (CT) • Location: Milwaukee, WI (Lewis Center) — Onsite training followed by a minimum of three days per week onsite What You Bring We’re especially interested in candidates who can combine strong client‑service skills with foundational investment knowledge. Required • Associate or bachelor’s degree in business or a related field, or relevant work experience • Minimum two years of related work experience, such as accounting/financial transactions and customer service Strongly Preferred • Prior experience in the investment industry or education related to financial markets • Working knowledge of: • Mutual funds and their purpose as an investment vehicle • IRA account types and how they differ • Mutual fund performance , portfolio holdings, and fund objectives • Ability to explain how a fund’s structure and strategy relate to the shareholder’s investment • Functional understanding of the roles of portfolio managers and investment advisors , and how to interact professionally with both • Strong verbal and written communication skills • Ability to work in a fast‑paced, dynamic environment • Solid math and computer skills This position is not eligible for visa sponsorship. This role requires working from a U.S. Bank location three (3) or more days per week following the fully onsite training period. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what