U.S. Bank Treasury Management Client Integration Specialist in Minneapolis, Minnesota
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.
Onboards new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a smooth, seamless onboarding experience with Treasure Management products. Serves as the main point of contact between the customer representative and U.S. Bank during the implementation process via phone or email, conducts onboarding activities, performs analyses, monitors, and tracks implementation requests from point of sale to customer use. Build up positive customer relationship by ensuring an optimal level of service delivery and product functionality exceeding customers’ expectation. 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.
Creates, prepares documentation, and processes implementation request for Treasury Management products.
Plans, organizes, and coordinates tasks to meet deadlines with assigned technical and operational groups throughout implementation while ensuring a superior customer onboarding.
Provides accurate complete information to establish products and services on back-end systems.
Follows up with the client to ensure proper installation of the products and services, taking responsibility to answer questions.
Utilizes data gathering tools to determine scope of requested services and provide accurate complete information to establish product and services on bank systems.
Participates in and contribute to projects for organizational initiatives, taking an active approach in identifying and recommending improvements to existing processes and products.
Communicates effectively with all levels of external customer participants and internal U.S. Bank partners, establishing and maintaining positive working relationships.
Responds and tracks unique customer needs and situations to affect a positive outcome when presented with obstacles and challenges.
Adapts and translates implementation processes for customers and apply them to actionable and practical plans.
Actively ensures 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.
This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a U.S. Bank location, while having flexibility on their work location for the other working days.
Bachelor's degree, or equivalent work experience
Three to five years of related experience
Good knowledge of Treasury Management products and processes with an understanding of how customers use them
Strong planning and organizational skills, as well as analytical and problem-solving skills
Effective verbal and written presentation and communication skills
Ability to work with both internal partners and external customers
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .
Learn how the way we work at U.S. Bank (https://assets.phenompeople.com/CareerConnectResources/prod/UBNAGLOBAL/documents/Thewaywework-1666895142717.pdf) drives meaningful relationships with our customers and collaboration across the company.
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 careers.usbank.com (https://careers.usbank.com/global/en/benefits) .
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 (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) poster.
U.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 E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, US Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401k contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.91 - $34.57 - $38.03
Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.
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.