Client Implementation Lead
Role Overview
Leads commercial and corporate clients through end-to-end implementation and integration of cash management products.
Plans and executes tailored solutions while proactively communicating with business clients.
Works within the Commercial Banking Implementation and Integration Team.
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.
Plans and executes tailored solutions while proactively communicating with business clients.
Works within the Commercial Banking Implementation and Integration Team.
Responsibilities
- Lead multiple product implementation cases and keep onboarding plans progressing to expectations.
- Engage partners for critical implementation activities.
- Collaborate with the team to develop implementation plans based on client operational requirements.
- Explain products, services, and support to clients and transition them to servicing partners after implementation.
- Develop deep knowledge of cash management products and their business applications.
- Analyze product requirements and execute tailored implementation plans.
Must-have qualifications
- English and French bilingualism is required for serving clients and working with partners and employees across Canada.
- At least 3–5 years of financial services experience in client-facing cash management implementation and/or advisory.
- Strong critical thinking, communication, and collaboration skills.
- Demonstrated business acumen and ability to provide meaningful advice.
- Proven record of delivering an exceptional client experience.
- Experience with emerging communications and technology, including web-based meetings, social media, digital banking, and mobile applications.
Preferred qualification
- Post-secondary education in business administration or financial management, such as a BBA or Bachelor of Commerce, or equivalent work experience, is preferred.
Employment details
- Full-time, regular employment; 37.5 hours per week.
- Pay type is salaried; no compensation cadence is specified.
Work location
- The description lists a Montreal, Quebec address, while the source listing location is Toronto, Ontario.
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