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, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. 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. Try new things, learn new skills and discover what you excel at—all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
We actively uphold transparent and fair hiring practices that support individual opportunity, inclusive culture, and career mobility across all levels of our organisation.
We offer meaningful opportunities for growth, a culture of inclusion, and a strong commitment to transparency and integrity in everything we do.
Job Description
The Deal Onboarding Management (DOM) team sits within the Data Management & Control Group and are responsible for a variety of tasks including but not exclusive to onboarding deals across a variety of systems and platforms, providing client access to statements, deal audit follow up’s and raising of quarterly fees. This team works closely with internal/external teams gathering information to support the deal setup. The team sets up deals to the agreed target operating model and is responsible for flagging issues. DOM will be involved from the deal incept, supporting testing across the various platforms, gathering of tax documentation and billing, to name a few of the further tasks.
Essential Functions:
Deal Document Oversight – Ensuring that information required from clients relating to Deal documents are received and documented correctly in a timely fashion. Escalating any issues arising from this to Relationship Management in a time sensitive manner.
Deal Onboarding – Set up of deals across various systems, gathering of tax documentation, fee and extracting data from various sources
Queries & Escalations – Acting as escalation contact for business line queries and requests between the business line and client correspondents.
Participate in Bank projects and UAT testing as required
Escalating of issues in a timely manner to management
Change Management – continuous looking for improvements, efficiencies and enhanced controls in DMC processes.
Ability to work on own initiative to 100% accuracy
Understanding of regulations and risks attached to the role and when to escalate to avoid potential issues
Desired Experience & Qualities:
Experience of data set up within a banking / financial services environment.
Effective interpersonal, verbal and written communication skills
Understanding of the importance of timely and correct escalation
Ability to create, implement and adhere to controls
Working knowledge of Corporate Trust and its products
Attention to detail and an inquisitive nature
Takes ownership and works to tight deadlines without compromising on quality
Flexible and adaptable
Preferred Skills/Experience :
Bachelor's degree in finance, or equivalent work experience
Three to five years of experience in trust and securities operational functions
Good knowledge of trust and securities operational functions, systems, procedures, products and services
Good knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week. (Old Broad Street office)
Accessibility
We are committed to providing an inclusive and accessible recruitment experience. If you need adjustments at any stage of the application or hiring process, please contact your recruiter for guidance and support.
Total Rewards
U.S. Bank is committed to fair, equitable, and transparent compensation practices in line with local regulatory and legal requirements. Our total rewards approach is designed to attract, retain, and support top talent while ensuring equal pay for work of equal value.
We offer a market-competitive compensation package that includes:
Clearly defined salary ranges aligned with industry benchmarks and internal equity standards.
Performance-based incentives for eligible employees (as defined by relevant plan rules), awarded through transparent, objective criteria that recognize both individual and company performance.
Inclusive equitable benefits that are accessible to all employees and focused around our 3 main pillars of financial wellbeing, health & wellness).
Continuous development opportunities including training, education support, and career progression pathways based on inclusive and transparent criteria.
Employee recognition programs that celebrate achievements and milestones for all.
We regularly review our compensation and benefits to ensure they remain competitive, inclusive, and responsive to employee needs and market trends. Further details of the compensation package will be provided upon application.
We encourage candidates to explore the full value of our offer, including monetary and non-monetary benefits, at Employee benefits and development | U.S. Bank | Elavon.
Closing Date
Posting may be closed earlier due to high volume of applicants.
We aim to provide timely updates throughout the process and encourage early applications to ensure consideration.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
We actively uphold transparent and fair hiring practices that support individual opportunity, inclusive culture, and career mobility across all levels of our organisation.
We offer meaningful opportunities for growth, a culture of inclusion, and a strong commitment to transparency and integrity in everything we do.
Job Description
The Deal Onboarding Management (DOM) team sits within the Data Management & Control Group and are responsible for a variety of tasks including but not exclusive to onboarding deals across a variety of systems and platforms, providing client access to statements, deal audit follow up’s and raising of quarterly fees. This team works closely with internal/external teams gathering information to support the deal setup. The team sets up deals to the agreed target operating model and is responsible for flagging issues. DOM will be involved from the deal incept, supporting testing across the various platforms, gathering of tax documentation and billing, to name a few of the further tasks.
Essential Functions:
Deal Document Oversight – Ensuring that information required from clients relating to Deal documents are received and documented correctly in a timely fashion. Escalating any issues arising from this to Relationship Management in a time sensitive manner.
Deal Onboarding – Set up of deals across various systems, gathering of tax documentation, fee and extracting data from various sources
Queries & Escalations – Acting as escalation contact for business line queries and requests between the business line and client correspondents.
Participate in Bank projects and UAT testing as required
Escalating of issues in a timely manner to management
Change Management – continuous looking for improvements, efficiencies and enhanced controls in DMC processes.
Ability to work on own initiative to 100% accuracy
Understanding of regulations and risks attached to the role and when to escalate to avoid potential issues
Desired Experience & Qualities:
Experience of data set up within a banking / financial services environment.
Effective interpersonal, verbal and written communication skills
Understanding of the importance of timely and correct escalation
Ability to create, implement and adhere to controls
Working knowledge of Corporate Trust and its products
Attention to detail and an inquisitive nature
Takes ownership and works to tight deadlines without compromising on quality
Flexible and adaptable
Preferred Skills/Experience :
Bachelor's degree in finance, or equivalent work experience
Three to five years of experience in trust and securities operational functions
Good knowledge of trust and securities operational functions, systems, procedures, products and services
Good knowledge and understanding of legal, regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week. (Old Broad Street office)
Accessibility
We are committed to providing an inclusive and accessible recruitment experience. If you need adjustments at any stage of the application or hiring process, please contact your recruiter for guidance and support.
Total Rewards
U.S. Bank is committed to fair, equitable, and transparent compensation practices in line with local regulatory and legal requirements. Our total rewards approach is designed to attract, retain, and support top talent while ensuring equal pay for work of equal value.
We offer a market-competitive compensation package that includes:
Clearly defined salary ranges aligned with industry benchmarks and internal equity standards.
Performance-based incentives for eligible employees (as defined by relevant plan rules), awarded through transparent, objective criteria that recognize both individual and company performance.
Inclusive equitable benefits that are accessible to all employees and focused around our 3 main pillars of financial wellbeing, health & wellness).
Continuous development opportunities including training, education support, and career progression pathways based on inclusive and transparent criteria.
Employee recognition programs that celebrate achievements and milestones for all.
We regularly review our compensation and benefits to ensure they remain competitive, inclusive, and responsive to employee needs and market trends. Further details of the compensation package will be provided upon application.
We encourage candidates to explore the full value of our offer, including monetary and non-monetary benefits, at Employee benefits and development | U.S. Bank | Elavon.
Closing Date
Posting may be closed earlier due to high volume of applicants.
We aim to provide timely updates throughout the process and encourage early applications to ensure consideration.
💡 Quick Summary
Seeking a career-building opportunity? The Deal Onboarding Analyst - 12 Month Fixed Term Contract position is now open for candidates interested in the Legal Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Legal Jobs is a plus.
