Treasury Management Implementation Coordinator

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 
This position is responsible for the implementation of Treasury Management products for customers of all business lines. This includes performing analyses, review, monitoring and tracking of small implementation requests.  The incumbent establishes and maintains a working relationship with customer representatives within an assigned business portfolio, serving as the main point of contact between the customer and U. S. Bank during the implementation phase. The incumbent takes the initiative to improve the profitability of these business relationships by ensuring that the customer receives an optimal level of products that fully meet or exceed the customer’s expectations.  Customer contact is done primarily over the phone or via email, but some direct personal contact may occur.
 
The incumbent is typically an experienced Implementation Coordinator with expertise in multiple products.
 
Job Description:
  • Serve as the central point of contact for the customer and is the escalation contact for internal departments during the implementation process.   
  • Communicate and manage implementation time line in order to meet customer deadlines.  Engage appropriate group(s) as necessary, ensuring that the implementation stays on task and within timeline.  Keep stakeholders informed of the status of the implementation on a proactive and timely basis.
  • Compile and validate all information and documentation related to each product/service request.
  • Coordinate tasks with all assigned technical groups and departments throughout the entire implementation.
  • Monitor implementation requests from beginning to end to ensure that all deadlines are met.
  • Research and resolve daily operational problems experienced by the customer. Explains U.S. Bank programs, processes, and products to the customer.
  • Maintain and develop ongoing customer relationships in order to develop new business opportunities and retain current profitable relationships.
  • Ensure compliance with all legal and risk related policies and procedures.
  • Make recommendations to standardize processes and procedures.  Participate in projects as assigned.
  • Demonstrate expertise in multiple products.
  • Actively ensure 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.
 

Qualifications

 
Qualifications:
  • Bachelor’s degree preferred or equivalent work experience
  • Three to five years Treasury Management experience
     
Preferred Skills:
  • Strong to expert level of knowledge of assigned products including technology based products.
  • Strong oral, written, and interpersonal communication skills
  • Excellent customer service skills in order to work effectively with external customers and internal business partners
  • Strong organizational, analytical, and problem solving skills
  • Ability to independently identify and resolve exceptions and to analyze data
 

Job

Project Management / Analysis

Primary Location

Wisconsin-WI-Milwaukee

Shift

1st - Daytime

Average Hours Per Week

40