You are a strategic thinker passionate about driving solutions in treasury services and cash management. You have found the right team.
As an Incremental Implementation Treasury Services - Team Lead within our Incremental Implementations Team (IIT), you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process.
- Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client.
- Manage post-setup activities and support any required training or testing activities.
- Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete.
- Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verify that the product(s) or service(s) are set up and functioning correctly.
- Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants.
- Work closely with internal teams, including Sales, Service, and Operations, to ensure a smooth and integrated setup process.
- Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner.
- Identify items which need Remediation & Amendments. Identify gaps/exceptions and recommend possible solutions. Identify issues as a result of onboarding missing something on the original request.
- Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations.
- Perform a client satisfaction call post setup and complete the warm transfer to Client Service.
Required qualifications, capabilities, and skills
- Graduates with a minimum of 5 years of proven experience in a similar role within treasury services, cash management, or a related field.
- Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients.
- Strong project management skills, with the ability to juggle multiple requests simultaneously.
- Ability to independently manage conflict and mobilize internal resources to resolve issues.
- High attention to detail and a commitment to accuracy.
- Strong interpersonal and relationship-building skills.
- Ability to work under pressure and meet tight deadlines.
- A proactive and solution-oriented mindset.
You are a strategic thinker passionate about driving solutions in treasury services and cash management. You have found the right team.
As an Incremental Implementation Treasury Services - Team Lead within our Incremental Implementations Team (IIT), you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
- Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process.
- Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client.
- Manage post-setup activities and support any required training or testing activities.
- Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete.
- Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements. Verify that the product(s) or service(s) are set up and functioning correctly.
- Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients. Coordinate client communication with other Implementation Consultants.
- Work closely with internal teams, including Sales, Service, and Operations, to ensure a smooth and integrated setup process.
- Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner.
- Identify items which need Remediation & Amendments. Identify gaps/exceptions and recommend possible solutions. Identify issues as a result of onboarding missing something on the original request.
- Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations.
- Perform a client satisfaction call post setup and complete the warm transfer to Client Service.
Required qualifications, capabilities, and skills
- Graduates with a minimum of 5 years of proven experience in a similar role within treasury services, cash management, or a related field.
- Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients.
- Strong project management skills, with the ability to juggle multiple requests simultaneously.
- Ability to independently manage conflict and mobilize internal resources to resolve issues.
- High attention to detail and a commitment to accuracy.
- Strong interpersonal and relationship-building skills.
- Ability to work under pressure and meet tight deadlines.
- A proactive and solution-oriented mindset.
