Client Implementation Lead
Role Overview
Leads commercial and corporate clients through end-to-end implementation and integration of cash management products.
Coordinates tailored planning, execution, and proactive communication to deliver solutions and a strong client experience.
Key Skills for This Role
Full Job Posting
Role overview
Leads commercial and corporate clients through end-to-end implementation and integration of cash management products.
Coordinates tailored planning, execution, and proactive communication to deliver solutions and a strong client experience.
Responsibilities
- Lead multiple product implementation cases and progress client onboarding plans.
- Engage internal and external partners on critical implementation activities.
- Plan client implementations with the Commercial Banking Implementation and Integration Team, based on operational requirements.
- Clarify products, services, and support for clients and transition them to servicing partners after implementation.
- Develop cash management product knowledge and analyze client requirements to create tailored implementation plans.
Must-have qualifications
- Bilingual English and French is required.
- Requires 3–5 years of financial-services experience involving client interactions focused on cash management implementation and/or advisory.
- Requires critical thinking, communication, collaboration, business acumen, and a record of exceptional client experience.
- Requires experience with emerging communications and technology, such as web meetings, social media, digital banking, or mobile applications.
Preferred qualification
- Post-secondary education in business administration or financial management, or equivalent work experience, is preferred.
Compensation and employment
- Employment type is full time; the posting describes the position as regular and salaried.
- The posting lists a 37.5-hour workweek but does not specify a salary amount or pay cadence.
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