Team Lead - Global Solutions 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

The Global Solutions Onboarding Team Lead is responsible for leading a team of onboarding professionals that deliver implementation, onboarding, and servicing support for complex Treasury Management solutions within the Strategic Global Solutions organization. This role serves as a people leader, subject matter expert, and escalation point, ensuring clients receive an exceptional onboarding experience while meeting operational, risk, service, and revenue objectives.

The Team Lead partners closely with Treasury Product Management, Treasury Sales, Relationship Management, Client Connectivity, Operations, Technical Support, and other internal stakeholders to drive successful client implementations, continuous process improvement, and operational excellence. The role is accountable for team performance, employee development, client satisfaction, risk management, and execution of strategic initiatives supporting Treasury Management growth.

Essential Functions
Team Leadership & Employee Development
- Lead, coach, and develop a team of onboarding specialists and implementation professionals.
- Establish clear performance expectations and promote a culture of accountability, collaboration, and client focus.
- Conduct regular coaching sessions, performance reviews, and career development planning.
- Support workforce planning, capacity management, recruiting, onboarding, and training activities.
- Foster employee engagement and inclusion while encouraging continuous learning and knowledge sharing.

Client Onboarding & Implementation Management
- Oversee end-to-end onboarding activities for global treasury and strategic treasury management solutions.
- Ensure successful implementation of complex client configurations, integrations, and servicing requests.
- Act as an escalation point for high-priority or at-risk implementations.
- Monitor project milestones, service level agreements, and client commitments to ensure successful delivery.
- Drive proactive communication with clients and internal partners throughout the implementation lifecycle.

Client Experience & Relationship Management
- Champion a best-in-class client onboarding experience.
- Partner with Sales, Treasury Management Consultants, Relationship Managers, and Product teams to support client retention and growth.
- Develop strategies to improve onboarding effectiveness, reduce client effort, and increase client satisfaction.
- Participate in client meetings as needed for strategic or complex relationships.

Operational Excellence
- Monitor team performance metrics, productivity, quality, and service levels.
- Identify trends, bottlenecks, and opportunities for process improvement.
- Lead initiatives focused on automation, standardization, and efficiency gains.
- Ensure execution of procedures, controls, and operational standards.
- Support implementation of new products, services, and strategic initiatives.

Risk & Compliance
- Maintain adherence to regulatory, operational, and enterprise risk requirements.
- Ensure proper execution of controls, approvals, documentation, and audit requirements.
- Identify and address risks that may impact clients, employees, or operational performance.
- Partner with Risk, Compliance, and Audit teams to support reviews and remediation efforts.

Cross-Functional Partnership
- Collaborate with Product Management, Operations, Technology, Client Connectivity, Treasury Servicing, and other TCOS teams.
- Support enterprise projects impacting onboarding processes, client experiences, or treasury products.
- Represent the Global Solutions Onboarding team in leadership forums and strategic initiatives.
- Provide subject matter expertise for complex treasury management solutions and onboarding practices.

Basic Qualifications
- Bachelor’s degree, or equivalent work experience
- Typically five or more years of relevant experience

Preferred Skills/Experience
- Thorough knowledge of operational functions, systems, procedures, various products and services supported by the assigned area including Swift connectivity, Foreign Currency Accounts, and Canadian Treasury Services
- Understanding of applicable Federal and State laws and regulations
- Thorough knowledge of applicable products, programs, financial analysis and related documentation as applicable
- Good organizational, managerial and project management skills
- Well-developed customer relations skills
- Excellent interpersonal and verbal and written communication skills
- Excellent supervisory and management skills
- Ability to manage multiple tasks

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: $98,175.00 - $115,500.00

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.

Posting may be closed earlier due to high volume of applicants.