Client Implementation Lead
Role Overview
Leads end-to-end implementation and integration of cash management products for commercial and corporate clients.
Plans, executes, and communicates tailored implementation solutions for business clients.
Key Skills for This Role
Full Job Posting
Role overview
Leads end-to-end implementation and integration of cash management products for commercial and corporate clients.
Plans, executes, and communicates tailored implementation solutions for business clients.
Responsibilities
- Lead multiple product implementation cases and keep onboarding plans progressing as expected.
- Engage partners in critical implementation activities.
- Collaborate with the Commercial Banking Implementation and Integration Team to plan and deliver client-specific implementations.
- Help clients understand products, services, and support, then transition them to servicing partners.
- Build knowledge of cash management products and analyze client requirements to execute tailored implementation plans.
Required qualifications
- English and French bilingualism is required.
- 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, and collaboration skills; demonstrated business acumen and ability to provide advice.
- Proven record of delivering exceptional client experiences.
- Experience with emerging communications technology, including web 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.
Employment details
- Full-time, regular, salaried position; work week is 37.5 hours.
- No salary amount or pay cadence is stated.
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