Minneapolis, MN, USA
5 days ago
Head of Treasury Client Onboarding

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

About the team
The Treasury Client Onboarding team sits within U.S. Bank's Treasury Client Onboarding and Servicing (TCOS) division. Their main responsibilities include welcoming new clients and assisting current clients with setting up new accounts and activating new products. The team manages the entire onboarding process, from gathering necessary information to opening accounts and activating treasury services for a diverse range of clients including corporate, commercial, institutional, and public sector entities. Their primary goal is to ensure a seamless and positive onboarding experience that leads to high client satisfaction, fostering ongoing client relationships and enhancing the organization's efficiency and reach.

About the job
As the Head of Treasury Strategic Solutions Client Support, your responsibilities encompass a broad range of leadership and strategic roles:

Client Experience Management: Own the client experience post-sale, ensuring a successful and seamless transition into the bank’s servicing model.Strategy Development: Develop new onboarding delivery strategies to continuously improve the client experience and execute operating model changes to enhance efficiency.Team Leadership: Lead teams of product onboarding professionals, initially comprising approximately 80 team members across the U.S., with potential for growth as the business expands. You will guide the team through significant reorganization and consolidation, adapting to new operational methods and strategies.High-Profile Representation: Work closely with business line executive leadership and represent the bank in high-profile client interactions, demonstrating strong executive presence and problem-solving skills.Partnership Building: Forge strong and positive partnerships with product, sales, and other operations and enabling functions to ensure the success of the role.Advocacy and Process Improvement: Advocate for the client experience and show a passion for process improvement to enhance client satisfaction and operational efficiency.Communication and Presentation: Utilize strong communication and presentation skills to build confidence and trust with both internal and external clients.

Success is determined by multiple factors including productivity measures, average cost to onboard, client satisfaction surveys and internal stakeholder assessments.

Basic Qualifications

Bachelor’s or master’s degree, or equivalent work experience10 or more years of banking or other relevant experienceFive or more years of management experience


Preferred Skills/Experience

Expertise in Treasury Products: Deep understanding of complex and customized treasury solutions to effectively manage and support these products.Leadership and Team Management: Ability to lead and manage a large team effectively, fostering a collaborative and high-performing environment.Strategic Thinking and Planning: Strong capability in developing and executing strategies that align with both short-term and long-term organizational goals, particularly in client onboarding and servicing.Client Relationship Management: Proficiency in managing relationships with high-value clients and understanding their needs to ensure effective service delivery.Operational and Process Improvement: Extensive experience in enhancing operational processes to improve efficiency and client satisfaction.Communication and Presentation: Excellent communication and presentation skills to engage and influence stakeholders at all levels, including senior and executive management.Regulatory Compliance: Knowledge of relevant regulations and the ability to ensure compliance across all client servicing activities.Problem-Solving: Strong analytical skills and the ability to tackle complex problems, ensuring effective and sustainable solutions.Change Management: Proficiency in managing changes within the team and processes to ensure smooth transitions and minimal disruption, adapting effectively to new strategies or tools.


Location Expectations:

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

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 (some may vary based on role, location or hours):

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

EEO is the Law

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. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

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: $170,255.00 - $200,300.00 - $220,330.00

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.

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