Treasury Management Integration Specialist

U.S. Bank • Brookfield, WI

11d • $28 - $38 • Hybrid

About The Position

The Treasury Management Implementation Specialist is responsible for onboarding new and existing customers to Treasury Management payables, receivables, and related financial products. This role ensures a smooth, efficient, and positive onboarding experience from point of sale through customer go-live. Serving as the primary point of contact during implementation, this position partners closely with customers and internal stakeholders to coordinate onboarding activities, perform analysis, and monitor implementation progress. The specialist proactively identifies and escalates potential obstacles, communicates status updates clearly, and ensures products are configured to meet customer needs and expectations. This role focuses on delivering high-quality service, building strong customer relationships, and ensuring Treasury Management solutions are successfully implemented in a timely manner.

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, with proven analytical and problem-solving abilities
• Effective verbal and written communication and presentation skills
• Ability to collaborate effectively with internal partners and external customers
• Proficient computer navigation skills, including experience with Microsoft Office applications

Responsibilities

• Lead onboarding and implementation for new and existing Treasury Management customers, including payables, receivables, and other financial products
• Serve as the primary point of contact for customer representatives throughout the implementation process via phone and email
• Conduct onboarding activities, perform analysis, and coordinate implementation tasks from point of sale through customer use
• Monitor and track implementation requests, timelines, and deliverables
• Ensure product functionality aligns with customer requirements and business needs
• Proactively identify, communicate, and escalate potential risks or obstacles impacting implementation
• Provide clear and consistent status updates to customers and internal partners
• Build and maintain positive customer relationships by delivering an efficient, high-quality onboarding 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level