Client Implementation Lead
Role Overview
The Client Implementation Lead, in Cash Management, is part of RBC's Implementation team.
The role leads commercial and corporate clients through end-to-end implementation and integration of cash management products.
The work includes tailored planning, execution, and proactive communication with business clients.
Key Skills for This Role
Full Job Posting
Role overview
The Client Implementation Lead, in Cash Management, is part of RBC's Implementation team.
The role leads commercial and corporate clients through end-to-end implementation and integration of cash management products.
The work includes tailored planning, execution, and proactive communication with business clients.
Responsibilities
- Lead multiple product implementation cases and keep onboarding and implementation plans on track against established expectations.
- Engage partner teams to complete critical implementation activities.
- Collaborate with the Commercial Banking Implementation and Integration Team to plan and deliver tailored client implementation plans.
- Ensure clients understand their products, services, and support, then facilitate transition to servicing partners after implementation.
- Develop deep knowledge of cash management products and how they can meet business needs.
- Analyze client product requirements and execute tailored implementation plans.
Must-have qualifications
- Bilingualism in English and French is required for regular service to clients and collaboration with partners or employees across Canada.
- At least 3–5 years of financial services experience involving client-facing cash management implementation and/or advisory.
- Strong critical thinking, communication, collaboration, business acumen, and ability to provide meaningful advice.
- A proven record of delivering an exceptional client experience.
- Experience with emerging communications and technology, including examples such as web-based meetings, social media, digital banking, and mobile applications.
Preferred qualifications
- Post-secondary education in business administration or financial management is preferred; equivalent work experience is also accepted.
Workplace and employment
- The position is full time, with 37.5 work hours per week.
- The listed work address is 2001 Avenue McGill College, Montréal.
Employer context
The role is within RBC Personal & Commercial Banking and its Commercial Banking implementation team.
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