Project Analyst/Transition Manager The position will be a direct report to the GTM Transformation Office and will be required to ensure U.S. Banks ability to effectively track the progression of the client product and system migrations, conversion, de-conversions and the like. This includes but is not limited to assisting clients throughout conversion/migration processes in a manner that reflects the values of the firm. In addition, the expectation is that the Transition Manager will partner with clients and provide timely updates that enable fact-based decisions as it pertains to operational staffing requirements where applicable.
Responsible for providing project and analytical support for medium to large sized projects and/or assists more senior level analysts by working on a portion of a large and more complex project. Work is typically performed independently. Typically requires a general to thorough level of knowledge of a specific business line or functional area. May manage one to five project staff. Incumbent typically has a bachelors degree and three to five years of related experience
Transition Manager Responsibilities:
Partners with the TMC's and ensures client meetings are being conducted on a frequent basis. Ensures execution of the migration/conversion plan to have the clients transitioned as scheduled
Manage GTM/CCB/TOS partners and ensure all technical aspects of conversions/transition stay on track:
o Support the assigned TMC and ensure they are kept abreast of any/all project impediments.
o Champion the solution of all/any project impediments
o Partner with TSC and ensure all technical aspects of the project remain on track
o Partner with the TMC and ensure all relational aspects of the project are managed in timely manner
Ensures the timely escalation and resolution of all client issues specific to migrations/conversions etc.
Ensures the migrations/conversions remain on schedule and coordinates the respective de-conversion/conversion day activities
Ensures the coordination of command center (where applicable) activities on the prescribed conversion/de-conversion days
Partners with TSC, TOS and Implementation to ensure the smooth /seamless transition of clients from converting products to other GTM Solutions
If necessary, coordinates applicable testing exercises with vendors (strategic)
Ensures the necessary connection points between USB and new client solution providers
Partners with TMCs, RMs and ensures clients and vendors have what is needed to transition services by desired service end dates
Owns the process of ensuring USBs compliance with all standard contractual elements where applicable.
o Manages assigned portfolio of clients through the completion of the migration/conversion initiatives:
o Serve as the focal point for assigned book of clients throughout the transition process
o Manage/resolve all client inquiries/requests specific to the conversion/migration initiatives. (All BAU inquiries [items not related to the migration/conversion initiatives], challenges, product, service and or sales issues continue to be managed the way they are today and are not within the scope of the Transition Manager.)
o Conduct focus driven meetings with clients to keep them moving through the process is available to meet with client and as requested. Travel may be required in some cases.
o Ensure all data management responsibilities and updates all tracking databases to ensure all client transition activities are tracked and reported in a timely and accurate manner.
o Manage the reporting of client migration process and escalates potential problems, issues, concerns
o Owns the qualitative success experience for clients impacted by conversions/ migrations etc.
Bachelors degree, or equivalent work experience
Three to five years of experience in project management activities
Effective written and verbal communications skills strong grammatical expertise
3 to 5 years experience working in a direct client facing role i.e. Account Manager, Relationship Manager, Sales, Consultant etc.
Experience in roles with accountability for the service/support side of the relationship
Experience in roles with accountability for client satisfaction/quality indices:
o Overall Client Satisfaction
o Effective and timely problem solving
o First Contact Resolution
3 to 5 years experience in Treasury Services - supporting treasury management products and services
Can lead client discussions and effectively serve as a liaison between the client and a potential 3rd party provider of Retail Lockbox services
Understands the importance and is adept at rallying the right resources to resolve client escalations in a timely manner.
Understands effective case management and effectively updates the respective CRM to enable effective reporting
Primary Location: North Carolina-NC-Charlotte
Job: Project Management / Analysis
Organization: U.S. Bank.
Shift: 1st - Daytime