Team Lead – Global Solutions Onboarding

U.S. Bank

Team Lead overseeing a team of onboarding specialists for complex Treasury Management solutions at U.S. Bank.

Posted 7/29/2026full-timeBrookfield • Minnesota, North Carolina, Ohio, Wisconsin • 🇺🇸 United StatesSenior💰 $98,175 - $115,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading onboarding teams and implementing complex treasury management solutions while ensuring adherence to regulatory requirements and enhancing client satisfaction. Proven ability to drive process improvements and foster a culture of accountability and collaboration.

Highest-signal resume keywords

Team LeadershipClient Onboarding ExperienceProject ManagementRegulatory ComplianceTreasury Management Solutions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational FunctionsProject Management SkillsFinancial AnalysisSwift ConnectivityForeign Currency AccountsCanadian Treasury ServicesPerformance Metrics MonitoringProcess ImprovementClient Configuration ImplementationAutomation Initiatives

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsManagerial SkillsCustomer Relations Skills

Industry Keywords

Treasury ManagementClient RetentionCapacity ManagementEmployee EngagementRisk ManagementAudit RequirementsService Level AgreementsContinuous LearningKnowledge SharingCollaboration

Tech Stack

Tools & technologies

Swift

About the role

Key responsibilities & impact

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.
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.
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.
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.
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.
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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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