U.S. Bank Client Integration Onboarding Specialist (Treasury Management) in Milwaukee, Wisconsin
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.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.
Job DescriptionCustomers exploring a move to U.S. Bank as their Treasury Management provider or looking to expand their relationship with U.S. Bank expect a smooth, seamless onboarding experience onto our Treasury Management products. This position is responsible for successful onboarding of new and existing customer implementations of Treasury Management payables, receivables, and other financial products.
The incumbent serves as the main point of contact between the customer representative and U.S. Bank during the implementation process via phone or email. The specialist conducts onboarding activities, performs analyses, monitors and tracks implementation requests from point of sale to customer use. The incumbent takes the initiative to build business relationships by ensuring the customer receives an optimal level of service and product functionality that exceeds customer’s expectations. The incumbent escalates potential obstacles appropriately and communicates implementation status effectively while ensuring an efficient and timely onboarding.
Serve as the primary onboarding specialist for the customer and the first point of contact for internal departments during the implementation process.
Create, prepare documentation and process implementation request for Treasury Management products.
Plan, organize and coordinate tasks to meet deadlines with assigned technical and operational groups throughout implementation while ensuring a superior customer onboarding.
Provide accurate complete information to establish products and services on back-end systems.
Follow up with the client to ensure proper installation of the products and services, taking responsibility to answer questions.
Utilize data gathering tools to determine scope of requested services and provide accurate complete information to establish product and services on bank systems.
Participate in and contribute to projects for organizational initiatives, taking an active approach in identifying and recommending improvements to existing processes and products.
Communicate effectively with all levels of external customer participants and internal U.S. Bank partners, establishing and maintaining positive working relationships.
Respond and track unique customer needs and situations to affect a positive outcome when presented with obstacles and challenges.
Adapt and translate implementation processes for customers and apply them to actionable and practical plans.
Actively ensure compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
Qualifications High school diploma or equivalent
Three to five years of project coordinator or customer service experience
Preferred Skills/Experience Excellent verbal and written presentation and communication skills
Strong planning and organizational skills
Ability to manage tasks independently, set priorities and adapt to changing conditions
Possess sound judgment and decision-making skills
Strong analytical and problem-solving skills
Excellent computer skills, especially Microsoft Office applications
Exceptional customer service skills to work effectively with external customers and internal business partners
Solid knowledge of TM products and processes with an understanding of how customers use them
Bachelor’s degree or equivalent work experience
Three to five years experience in Treasury Management or related branch or operations experience
Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.
Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.
EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.
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Salary range reflected is an estimate of base pay and is for the primary location. Base pay range may vary if an offer is made for work in a different location. Pay Range: $21.88 - $29.18 - $32.10
U.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.