Treasury Management Integration Specialist
Listed on 2026-07-16
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Finance & Banking
Treasury Management Implementation Specialist
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
Try new things, learn new skills and discover what you excel at—all from Day One.
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.
Key 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
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Five or more years of related experience
Preferred Skills and Experience
- 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
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
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.
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
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Pay Range: $28.27 - $37.69
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