The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup for custom card and cash management services including working with key internal partners to ensure a best in class experience for clients.

We are seeking an Implementation Specialist that will work closely with our business partners and be responsible for coordinating all aspects for Card and Cash Management set ups. The Implementation Specialist will handle a high volume of simultaneous requests.

Core Responsibilities:

• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
• Exhibit ownership of on-boarding experience and client satisfaction
• Ownership of internal communication and status updates
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Diligent awareness of risks in our processes in a timely manner
• Ownership, escalation and resolution of risk issues when they occur in a timely manner
• Manage activities with internal clients and business partners
• Recording observations & escalate wherever necessary
• Identifying items which needs Remediation & Amendments.
• Identifying gaps/exceptions and recommending possible solutions.
• Reporting/MIS

• 3-5 Years of relevant work experience
• Excellent communication skills both written and verbal
• Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
• Highly organized with ability to manage competing priorities
• Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
• College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
• Prior experience of client facing roles in institutional banking or dealing with institutional customers is required
• Demonstrated problem solving ability through interaction with internal and business partners
• Ability to independently manage conflict and mobilize internal resources to resolve issues
• Strong interpersonal and relationship building skills
• Excellent logical, analytical skills and attention to detail
• Aptitude to work with numbers and deadlines.
• Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
• Ability to grasp/learn new products/audits which are currently not in scope.
• Lead the implementation of treasury and cash management products for clients
• Coordinate with internal teams (Sales, Relationship Managers, Compliance, Operations) to ensure seamless integration
• Develop and manage project timelines, communicate status updates, and resolve issues
• Serve as the main point of contact for clients during the implementation phase
• Provide guidance on documentation requirements and review client submission
• Facilitate meetings with clients to understand their needs and align solutions accordingly.