Client Onboarding Implementation Specialist
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
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.
The CBCO group is seeking an Implementation Specialist that will work closely with our clients 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 through heavy phone work with clients and business partners
Required Qualifications:
- Demonstrated problem solving ability through interaction with clients and business partners
- Exceptional verbal and written communications skills
- Ability to independently manage conflict and mobilize internal resources to resolve issues
- Strong interpersonal and relationship building skills
- Excellent analytical skills and attention to detail
- Knowledge of Microsoft Suite of products
- Some travel may be required (less than 5%) to visit clients
Preferred Qualifications:
- Must have 1-3 years of experience in a Client Service, Operations Sales, Portfolio Management or Implementation function
- Strong presentation and negotiating skills
- Excellent organization and prioritization skills in a high pressure, competing priority work environment
- Project management skills as necessary to manage multiple projects in varying stages
- BA/BS degree
- Cash Management / Card product knowledge
- Ability to travel to clients organization when required
Keyword: card%20services
Client Onboarding Implementation Specialist
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.
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.
The CBCO group is seeking an Implementation Specialist that will work closely with our clients 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 through heavy phone work with clients and business partners
Required Qualifications:
- Demonstrated problem solving ability through interaction with clients and business partners
- Exceptional verbal and written communications skills
- Ability to independently manage conflict and mobilize internal resources to resolve issues
- Strong interpersonal and relationship building skills
- Excellent analytical skills and attention to detail
- Knowledge of Microsoft Suite of products
- Some travel may be required (less than 5%) to visit clients
Preferred Qualifications:
- Must have 1-3 years of experience in a Client Service, Operations Sales, Portfolio Management or Implementation function
- Strong presentation and negotiating skills
- Excellent organization and prioritization skills in a high pressure, competing priority work environment
- Project management skills as necessary to manage multiple projects in varying stages
- BA/BS degree
- Cash Management / Card product knowledge
- Ability to travel to clients organization when required
Keyword: card%20services
