At Optum Bank, we are transforming the way financial and banking services are delivered through innovative technology, customer-focused solutions, and modern banking capabilities. We are seeking a Treasury Implementation Lead to support the onboarding and implementation of treasury and banking solutions for clients utilizing Optum Bank products and Banking-as-a-Service capabilities.
This role serves as the primary liaison between clients, business stakeholders, and technology teams to facilitate successful API integrations, connectivity setup, and onboarding activities. The ideal candidate combines implementation experience, solid communication skills, and financial services knowledge to help clients successfully integrate with Optum Bank's ecosystem.
This position is focused on implementation delivery, client onboarding, stakeholder coordination, and relationship management rather than hands-on software development or architecture ownership. The successful candidate will be comfortable working independently, managing multiple priorities, and guiding customers through the implementation lifecycle from onboarding through production readiness.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
Primary Responsibilities: - Lead customer onboarding and implementation activities related to treasury and banking API integrations
- Serve as the primary point of contact for clients throughout the onboarding, implementation, and integration lifecycle
- Partner with product, technology, operations, and business teams to support successful implementation of treasury and Banking-as-a-Service solutions
- Guide clients through API onboarding, connectivity setup, configuration activities, and implementation requirements
- Gather, analyze, document, and validate business requirements, workflows, and integration specifications
- Coordinate implementation milestones, project deliverables, dependencies, and issue resolution across internal and external stakeholder
- Support implementation of treasury payment capabilities, including balance reporting, transaction reporting, ACH processing, wire transfers, and related banking services
- Communicate project status, timelines, risks, and dependencies while ensuring alignment among stakeholders
- Monitor implementation activities and proactively identify opportunities to improve onboarding processes, implementation efficiency, and client experience
- Act as a trusted partner to clients by translating technical concepts into business-friendly language and helping navigate integration requirements
- Independently manage assigned implementation activities while collaborating effectively across multiple business and technology teams
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications: - 2+ years of experience supporting software implementations, customer onboarding, treasury, banking, payments, financial technology, or related solutions
- 2+ years of experience working with API integrations, system connectivity, data exchange processes, or related technical implementations
- 2+ years of experience coordinating projects, onboarding efforts, or implementation activities involving multiple stakeholders
- Experience gathering business requirements and translating customer needs into implementation or configuration requirements
- Experience working directly with customers, clients, or business partners in a client-facing capacity
- Demonstrated ability to manage multiple priorities and execute effectively with limited supervision
- Proven ability to communicate technical concepts to business and non-technical stakeholders
- Proven solid organization, problem-solving, and stakeholder management skills
- Demonstrated ability to work independently and drive work forward with minimal direction
Preferred Qualifications: - Bachelor's degree in Business, Finance, Information Systems, Technology, or a related field
- Experience supporting treasury management, cash management, commercial banking, payments, or financial services solutions
- Experience supporting Banking-as-a-Service (BaaS) platforms or API-driven banking solutions
- Experience supporting treasury payment ecosystems, including ACH, wire transfers, liquidity management, or account services
- Experience with core banking platforms such as Finxact, Fiserv, or similar technologies. Finxact experience
- Experience in consulting, implementation services, customer success, professional services, or delivery-focused environments
- Exposure to event-driven architectures, APIs, microservices, or integration technologies
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
