Treasury Client Success Coordinator

U.S. Bank; Minneapolis (MN); On-site; USD 76,000 - 89,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a dedicated Signature Treasury Support Coordinator to provide focused servicing of Treasury Management payables, receivables, and related products for strategic clients. You will be the main client liaison by phone or email, managing onboarding and ensuring high service levels.

The role emphasizes coordinating internal partners, meeting deadlines, and translating processes into actionable client plans while maintaining strong compliance with ethics and security standards.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Typically five to eight years of related experience.

Responsibilities

• Serve as the dedicated coordinator for assigned client(s) and the point of contact for internal departments to support servicing and maintenance of treasury products.
• Build a relationship with assigned client(s) and internal dedicated partners.
• Communicates effectively with all levels of external client participants and internal U.S. Bank partners, establishing and maintaining positive working relationships.
• Leads projects for assigned clients ensuring participation from external and internal partners, assigned tasks completed on time, and management of project to completion.
• Manages multiple requests and deadlines simultaneously, set priorities and adapts to changing conditions.
• Responds and tracks unique client needs and situations to affect a positive outcome when presented with obstacles and challenges.
• Adapts and translates processes for clients and apply them to actionable and practical plans within a client profile.
• Creates, prepares documentation, and processes maintenance requests for Treasury Management products.
• Plans, organizes, and coordinates tasks to meet deadlines with assigned technical and operational groups throughout departmentwhileensuring a superior client onboarding.
• Provides accurate complete information to establish products and services on back-end systems.
• Follows up with the client to ensure proper set-up of the products and services, taking responsibility to answer questions.
• Utilizes client profile and available automations to determine scope of requested services and provide accurate complete information to complete maintenance and servicing for treasury management products and services.
• Participates in and contribute to projects for organizational initiatives, taking an active approach in identifying and recommending improvements to existing processes and products.
• Provides guidance to peers and shares best practices to enhance the client experience.
• Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.

Skills

Treasury management

Client relationship

Project management

Communication

Microsoft Office

Time management

Multi-tasking

Executive presence

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Job description

U.S. Bank seeks a dedicated Signature Treasury Support Coordinator to provide focused servicing of Treasury Management payables, receivables, and related products for strategic clients. You will be the main client liaison by phone or email, managing onboarding and ensuring high service levels.

The role emphasizes coordinating internal partners, meeting deadlines, and translating processes into actionable client plans while maintaining strong compliance with ethics and security standards.