Treasury Management Onboarding Implementation Specialist
Core
Leading end-to-end execution of complex onboarding projects for high-value treasury management clients, ensuring strategic alignment and successful delivery from initiation to completion.
Role type
Senior IC Treasury Management Project Manager
Builds
Operational readiness and successful onboarding for commercial banking treasury products
Domain
Commercial Banking / Treasury Management
Required skills
Project management, Treasury management expertise, Stakeholder management, Client engagement, Documentation, Process optimization
Preferred skills
Multi-stakeholder project management, Cross-functional collaboration, Microsoft Office Suite proficiency, Analytical problem-solving
Responsibilities
Develop and manage detailed project plans including activity sequencing and milestone tracking; Lead onboarding projects for treasury products; Serve as primary point of contact for clients; Facilitate discovery and readiness meetings; Produce high-quality documentation including project plans and implementation guides; Identify opportunities to enhance onboarding processes.
Seniority
Senior, hands-on IC