Treasury Management Integration Specialist
About The Position
The Treasury Management Integration Specialist onboards new and existing customer implementations of Treasury Management payables, receivables, and other financial products, providing a smooth onboarding experience. The specialist serves as the main point of contact between customer representatives and U.S. Bank during implementation, communicating by phone or email. The role conducts onboarding activities and analyses, and monitors and tracks implementation requests from point of sale through customer use. It builds positive customer relationships by delivering service and product functionality intended to exceed customer expectations, and supports future initiatives and customers.
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, including an understanding of how customers use them.
- Strong planning, organizational, analytical, and problem-solving skills.
- Effective verbal and written presentation and communication skills.
- Ability to work with internal partners and external customers.
- Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications.
Responsibilities
- Onboard new and existing customer implementations of Treasury Management payables, receivables, and other financial products.
- Serve as the main point of contact between customer representatives and U.S. Bank during implementation via phone or email.
- Conduct onboarding activities and analyses.
- Monitor and track implementation requests from point of sale through customer use.
- Build positive customer relationships by ensuring service delivery and product functionality meet or exceed expectations.
- Provide agility with future initiatives and customer support.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
