Client Implementation Lead
Role Overview
Lead commercial and corporate clients through end-to-end implementation and integration of cash management products.
Plan and deliver tailored solutions with proactive communication, supporting a seamless client experience.
The role suits collaborative candidates with financial services experience focused on cash management and client interaction.
Key Skills for This Role
Full Job Posting
Role overview
Lead commercial and corporate clients through end-to-end implementation and integration of cash management products.
Plan and deliver tailored solutions with proactive communication, supporting a seamless client experience.
The role suits collaborative candidates with financial services experience focused on cash management and client interaction.
Responsibilities
- Lead multiple implementation cases and keep onboarding plans progressing to expectations.
- Engage partner teams for activities needed to support implementation.
- Collaborate with the Commercial Banking Implementation and Integration Team to plan and deliver client implementation plans.
- Analyze client product requirements and operational needs to develop and execute tailored plans.
- Clarify products, services, and available support, then facilitate transition to servicing partners.
- Build a deep understanding of cash management products and how they support business needs.
Must-have requirements
- Bilingual English and French proficiency is required for regular client service and collaboration across Canada.
- Three to five years in a financial services role involving client interaction and cash management product implementation and/or advisory.
- Strong critical thinking, communication, and collaboration skills; demonstrated business acumen and ability to provide advice.
- Proven record of delivering an exceptional client experience.
- Experience with web-based meetings, social media, digital banking, and mobile applications.
Preferred qualification
- Post-secondary education in business administration or financial management, or equivalent work experience, is preferred.
What RBC offers
- Opportunity to make a lasting impact and work in a dynamic, collaborative, high-performing team.
- Opportunities to take on challenging work.
Work details
- Full-time, regular role; 37.5 work hours per week.
- Listed work address is 2001 McGill College Avenue, Montréal, Quebec.
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