Treasury Client Maintenance Coordinator
About The Position
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. Builds 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.
Requirements
- Bachelor's degree, or equivalent work experience
- Five or more years of related experience
Nice To Haves
- Thorough 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
Responsibilities
- Lead the implementation of multi-product Treasury Management service requests for existing clients.
- Execute individual product setups and modifications as needed.
- Collaborate with internal partners (e.g., Sales, Product, Operations) to ensure accurate configuration and delivery of services.
- Serve as a client-facing resource during implementation, providing guidance and resolving setup-related issues.
- Coordinate project-level activities for complex implementations involving multiple stakeholders or systems.
- Maintain detailed documentation and track progress to ensure timely completion and compliance with internal standards.
- Identify and recommend process improvements to enhance implementation efficiency and client experience.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
