Client Implementation Lead
Core
Lead commercial and corporate clients through the end-to-end implementation and integration process for cash management products, ensuring seamless delivery of tailored solutions.
Role type
Senior IC client implementation lead (cash management)
Builds
Tailored implementation plans and seamless transitions to servicing partners for cash management products
Domain
Financial services / Commercial Banking / Treasury Cash Management
Deliverable
client delivery
Required skills
Cash management product knowledge, Client onboarding and implementation planning, Partner engagement, Business acumen, Project management, Emerging communications and technology proficiency
Preferred skills
Post-secondary education in business administration or financial management
Technologies
Web-based meetings, Social media, Digital banking, Mobile applications
Responsibilities
Lead multiple product implementation cases ensuring client onboarding progress, Analyze client product requirements to develop tailored implementation plans, Engage partners for critical implementation activities, Collaborate with the Implementation and Integration Team to deliver exceptional plans, Facilitate seamless transition to servicing partners, Develop deep understanding of cash management products to meet business needs