U.S. Bank Client Onboarding Specialist – Digital/FinTech - Multiple Locations 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 Description Customers 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. The Client Integration Team is initiating a series of transformation initiatives that will increase speed to revenue and customer satisfaction while maintaining the excellence of the process and enhancing the operation efficiency of the team. This position is responsible for successful onboarding clients onto new and of innovative transaction banking solutions.
The incumbent analyzes multiple resources and tools to acquire a full understanding of the unique needs and desired outputs of products and clients. The incumbent uses project management disciplines and critical thinking to onboard clients efficiently and quickly. The incumbent must have thorough knowledge of financial products; the ability to gather and understand digital products, FinTech solutions, customer’s needs, and configure the application to deliver the best solution.
The Client Onboarding Specialist will contribute to our ability to win new business and serve as a digital and FinTech solution Subject Matter Expert for Product Management, Sales, and Operations. This includes co-development of innovative customer solutions working with Product Management with solution enhancements and development.
Contribute to the development of new and enhanced client solutions prior to the close of the sale, ensuring a thorough transition process with robust requirements and clear project direction/scope
Ensure timely roll-out and efficient time to market of new and enhanced client solutions in collaboration with Product Management
Utilize data gathering tools to determine scope of requested services and provide accurate complete information to establish product and services on bank systems
Onboard Early Adopters onto new products and FinTech solutions through optimized processes and customer journeys that can be streamlined across the enterprise by challenging the status quo and exploring new ideas
Implement and evangelize Minimal Viable Products, digital solutions and customer-centric onboarding processes to increase adoption
Convert from pilot to scale through simplifying and automating processes
Lead innovative treasury management services implementations in a customer focused, efficient, and deliberate manner. Drive project to completion
In partnership with their manager and analyst, drive continuous process improvement by creating a feedback loop
Proactively analyze risks and effectively escalate implementation issues and raise barriers to Bank and customer success
Communicate progress effectively with all levels of external customer participants and internal U.S. Bank partners, ensuring a common understanding and establishing and maintaining positive working relationships
Resolve obstacles to implementation in a thoughtful and thorough manner
Continually research and analyze digital trends and landscape across FinTechs, start-ups, vendors, accelerators, aggregators, government bodies, corporates, commercials and emerging segments and transform into innovative solutions
Cultivate a personal and team reputation of customer advocacy, strong teamwork, and effective solution delivery
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
Bachelor’s degree preferred or equivalent work experience.
10 or more years of related experience
Preferred Skills and Experience
Strong analytical and problem solving skills
Possess intellectual curiosity with the ability to assess a situation, seek multiple perspectives, gather required information, and formulate a solution
Ability to manage tasks independently and make sound judgments and decisions
Thorough understanding of the product commercialization process and transaction banking suite of solutions
Exceptional planning and organizational skills to develop and manage custom implementation plans
Ability to manage multiple tasks/projects and deadlines simultaneously, while setting priorities and adapting to changing conditions
Ability to lead a project team in a manner that inspires confidence and trust while promoting collaborative relationships between internal and external participants
Excellent verbal and written presentation and communication skills
Excellent computer skills, specifically the Microsoft Office Suite
Strong understanding of API (Application Programming Interface) and ERP (Enterprise Resource Planning) implementation
Understanding of how our products add value and help Treasurers and/or Cash Managers execute their responsibilities
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: $75,905.00 - $89,300.00 - $98,230.00
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.