Treasury Management Integration Specialist

Job Title

Treasury Management Implementation Specialist

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.

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.

Bachelor's degree, or equivalent work experience.

Five or more years of related 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.

This role requires working from a U.S. Bank location three (3) or more days per week.

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• 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

Review our full benefits available by employment status here.

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.

E-Verify

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.

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…