Treasury Management Integration Specialist

U.S. Bank; Cincinnati (OH); Hybrid; USD 39,000 - 52,000; Full time

Job summary

U.S. Bank is looking for a Treasury Management Implementation Specialist to onboard customers to payables, receivables and related products. You’ll coordinate onboarding from sale to go-live and be the main contact for customers and internal partners.

The role requires a bachelor’s degree or equivalent and five+ years of related experience, with strong planning, communication, and Microsoft Office skills. Hybrid work onsite several days per week is expected.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Five or more years of related experience.
• Thorough knowledge of Treasury Management products and processes; strong analytical skills.

Responsibilities

• Lead onboarding and implementation for Treasury Management customers and products.
• Serve as primary contact for customer representatives during the implementation.
• Coordinate onboarding tasks from point of sale through customer use.
• Monitor timelines, requests and deliverables for implementation projects.
• Ensure product functionality aligns with customer needs and business requirements.
• Identify risks and escalate obstacles impacting implementation timelines.
• Provide clear status updates to customers and internal partners.
• Maintain positive relationships by delivering an efficient onboarding experience.

Skills

Treasury products

Analytical skills

Communication

Collaboration

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

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 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 elevate 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
• Review our full benefits available by employment status here.

Equal Opportunity

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

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.

Pay Range: $28.27 - $37.69

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.

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.