Client Implementation Lead
Role Overview
Lead end-to-end implementation and integration of cash management products for commercial and corporate clients.
Plan, execute, and communicate proactively to deliver tailored client solutions.
Key Skills for This Role
Full Job Posting
Role overview
Lead end-to-end implementation and integration of cash management products for commercial and corporate clients.
Plan, execute, and communicate proactively to deliver tailored client solutions.
Responsibilities
- Manage multiple product implementation cases and keep onboarding plans progressing to expectations.
- Coordinate with partners and the broader Commercial Banking Implementation and Integration Team.
- Develop implementation plans based on client operational requirements and product needs.
- Explain products, services, and support to clients, then transition them to servicing partners.
- Build cash management product knowledge and analyze client requirements to execute tailored plans.
Must-have qualifications
- Bilingual English and French is required for regular client and partner interactions across Canada.
- At least 3–5 years in a financial-services role involving client interactions focused on cash management implementation and/or advisory.
- Strong critical thinking, communication, collaboration, business acumen, and client-advice skills.
- A proven record of delivering exceptional client experiences.
- Experience with emerging communications and technology, including web meetings, social media, digital banking, and mobile applications.
Preferred education
- Post-secondary education in business administration or financial management is preferred; equivalent work experience is acceptable.
Employment details
- Full-time, regular, salaried position; no compensation cadence or amount is provided.
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