Onboarding & Implementation Specialist

U.S. Bank; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Join a leading financial institution as an Onboarding & Implementation Specialist. This entry-level role involves managing client onboarding projects, ensuring customer satisfaction, and optimizing processes. Ideal candidates will possess strong communication and problem-solving skills, along with a Bachelor's degree. The position offers a chance to grow within a supportive environment focused on customer success.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation

Adoption assistance

Short-term and long-term disability

Qualifications

• 3 to 5 years of related experience.
• Experience in customer service, operations, logistics, and project management.

Responsibilities

• Design and execute client onboarding and implementation projects.
• Build and maintain strong consultative relationships with customer accounts.
• Provide training and optimize the initial customer experience.

Skills

Interpersonal skills

Problem solving

Communication

Leadership

Education

Bachelor’s degree

Job description

Join to apply for the Onboarding & Implementation Specialist role at U.S. Bank

Join to apply for the Onboarding & Implementation Specialist role at U.S. Bank

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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.

Job Description

The Onboarding and Implementation Specialist plays a key role in the design, development, and execution of assigned client onboarding and implementation projects, which may range from general to systems-related initiatives. This position collaborates with both internal teams and external customers while using independent judgement to ensure the successful and timely completion of onboarding projects (customer activation) in alignment with customer needs and expectations. The Specialist will build and maintain strong consultative relationships with customer accounts, ensuring high satisfaction levels to maximize usage, knowledge, and retention. The Specialist will provide a white glove experience and interface with customers, provide training, and make decisions that support customer needs and optimize the initial customer experience. They will prioritize speed, quality, and product optimization while continually evaluating and recommending improvements to the product offering and the onboarding process.

Basic Qualifications

• Bachelor’s degree or three to five or more years of related experience
  
  
  

Preferred Skills/Experience

• General awareness of business, financials, products/services and the market
• Experience in customer service, operations, logistics, and project management
• Knowledge of onboarding, implementation, account, or project management preferred
• Interpersonal and problem solving skills to include both written and oral communication
• Strong situational leadership, dispute/conflict resolution and customer service skills preferred
• Strong problem solving skills; self-motivated, self-starter
  
  
  

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:

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 (some may vary based on role, location or hours):

• 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.

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.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Banking

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