U.S. Bank · 8 hours ago
Treasury Client Maintenance Coordinator
Brookfield, WI
Full-time
Onsite
Senior Level
$28.27/hr - $37.69/hr
5+ years expU.S. Bank is on a journey to help customers and businesses make smarter financial decisions. The Treasury Client Maintenance Coordinator will onboard new and existing customer implementations of Treasury Management products, serving as the main point of contact during the implementation process and ensuring a smooth onboarding experience.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Onboards new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a smooth, seamless onboarding experience with Treasure Management products
Serves as the main point of contact between the customer representative and U.S. Bank during the implementation process via phone or email, conducts onboarding activities, performs analyses, monitors, and tracks implementation requests from point of sale to customer use
Builds up positive customer relationship by ensuring an optimal level of service delivery and product functionality exceeding customers’ expectation
Escalates potential obstacles appropriately and communicates implementation status effectively while ensuring an efficient and timely onboarding
Lead the implementation of multi-product Treasury Management service requests for existing clients
Execute individual product setups and modifications as needed
Collaborate with internal partners (e.g., Sales, Product, Operations) to ensure accurate configuration and delivery of services
Serve as a client-facing resource during implementation, providing guidance and resolving setup-related issues
Coordinate project-level activities for complex implementations involving multiple stakeholders or systems
Maintain detailed documentation and track progress to ensure timely completion and compliance with internal standards
Identify and recommend process improvements to enhance implementation efficiency and client experience
Qualification
Required
Bachelor's degree, or equivalent work experience
Five or more years of related experience
Preferred
Thorough knowledge of Treasury Management products and processes with an understanding of how customers use them
Strong planning and organizational skills, as well as analytical and problem-solving skills
Effective verbal and written presentation and communication skills
Ability to work with both internal partners and external customers
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Lead the implementation of multi-product Treasury Management service requests for existing clients
Execute individual product setups and modifications as needed
Collaborate with internal partners (e.g., Sales, Product, Operations) to ensure accurate configuration and delivery of services
Serve as a client-facing resource during implementation, providing guidance and resolving setup-related issues
Coordinate project-level activities for complex implementations involving multiple stakeholders or systems
Maintain detailed documentation and track progress to ensure timely completion and compliance with internal standards
Identify and recommend process improvements to enhance implementation efficiency and client experience
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
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