Digital Onboarding Advisor

U.S. Bank • Minneapolis, MN

16h • Hybrid

About The Position

The role of the Digital Onboarding Advisor is to deliver best in class Digital Onboarding experience for our clients. Digital Onboarding Advisors support net-new corporate bankcard programs. This is accomplished by supporting clients through the card program setup from invite through program setup using Flash. Flash is a consistently improving digital onboarding tool allowing for collaboration between internal groups and clients to create an efficient onboarding process. A Digital Onboarding Advisor ensures a smooth digital onboarding process by assisting clients, being flexible with competing priorities, providing feedback to key stakeholders, and offering best practices.

Requirements

• Bachelor's degree, or equivalent work experience
• Four to seven years of client management experience

Nice To Haves

• Thorough knowledge of assigned business line or functional area
• Corporate bankcard experience
• Demonstrated creative problem-solving skills
• Strong organizational and analytical skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Ability to identify and resolve exceptions or new problems
• Effective interpersonal, verbal, written and presentation communication skills
• Two to four years if customer facing with strong verbal communication skills

Responsibilities

• Assist internal and external stakeholders in the Digital Onboarding process from Invite to Program Complete by answering client questions, requesting corrections when necessary and sharing best practices.
• Implement new client corporate card programs.
• Actively problem solve throughout the Digital Onboarding Process to ensure a smooth client experience.
• Manage client communications via email and phone line for client and internal stakeholder questions.
• Leverage internal resources to support and troubleshoot client needs.
• Remove barriers throughout the Digital Onboarding process when applicable.
• Provide feedback to Management on the client experience, internal processing experience and suggestions on how to improve the process based on client scenarios.
• Receive and apply feedback from internal and external stakeholders on how to best support the client experience.
• Adapt to changing and competing priorities at every stage of the Digital Onboarding process.
• Build strong relationships with stakeholders to allow for flexibility and adaptability in their processes as well as Digital Onboarding Advisor processes.
• Document new processes and update existing SOP documentation to ensure accurate and up to date information.
• Client Consultation – Throughout the Application and Program setup, a Digital Onboarding Advisor will consult with clients regarding questions, best practices, and any ancillary products they may have. This consultation may happen via email or phone based on the phase and client communication preference. Advisors may offer input on best practices as well as guidance on who to contact for ongoing support.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level