Treasury Client Onboarding Project Manager
U.S. Bank · Englewood, United States +6 · 5d ago
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
We are seeking a dynamic and client-focused Project Manager to join our Treasury Client Onboarding Team. This role is responsible for leading and coordinating project-based onboarding initiatives for new and existing Treasury Management clients.
The Treasury Client Onboarding Team is responsible for providing seamless project-based onboarding experience for new Treasury Management clients and expanding existing client relationships with new treasury services. The Project Manager role participates in the identification, design, development and implementation of assigned projects and will be the point of contact collaborating with internal and external partners to ensure successful and timely completion of projects. Responsible for guiding project teams through assigned initiatives and holding individuals accountable to deliverables and timelines.
Essential Functions
- Oversee all client and internal partner initiatives for new clients or existing clients, adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS); ensure project deliverables are met, on time.
- Coordinate, facilitate and participate in client meetings related to assigned projects and initiatives.
- Lead and manage end-to-end onboarding projects for Treasury Management clients, ensuring timely and successful implementation of solutions.
- Monitor project progress, manage risks, and resolve issues to ensure successful outcomes with the use of project plans as needed.
- Solicit ongoing feedback from client, Relationship Manager, internal partners and servicing peers to identify areas of improvement.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Three to five years of experience in project management activities
Preferred Skills/Experience
- Knowledge of Treasury Management or related financial services.
- Strong project management skills and expertise.
- Project management experience.
- Proficiency in Microsoft Office Suite.
- Strong communication, problem-solving, and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent verbal and written communication skills.
- Strong executive presence, confidence partnering with a variety of levels within the organization.
- Demonstrated leadership and the ability to influence without authority.
- Background managing or servicing business clients, with an emphasis on an elevated client experience.
- Strong analytical and data interpretation skills.
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:
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 addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,530.00 - $101,800.00U.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.