Client Implementation Lead
Role Overview
Lead end-to-end implementation and integration of cash management products for commercial and corporate clients.
The role is part of the Commercial Banking Implementation and Integration Team and focuses on tailored planning, execution, and proactive client communication.
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.
The role is part of the Commercial Banking Implementation and Integration Team and focuses on tailored planning, execution, and proactive client communication.
Responsibilities
- Lead multiple product implementation cases and keep onboarding plans progressing to expectations.
- Engage partners in critical implementation activities.
- Collaborate with the broader team to plan and deliver implementations based on client operational requirements.
- Explain products, services, and support to clients and facilitate transition to servicing partners.
- Build knowledge of cash management products and how they meet business needs.
- Analyze client product requirements and execute tailored implementation 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 interaction and cash management implementation and/or advisory.
- Strong critical thinking, communication, collaboration, business acumen, and client-service track record.
- Experience with emerging communications technology, including web-based 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.
Role details
- The description lists a Montreal office address and city; provided job location fields list Vancouver, British Columbia.
Schedule and employment
- Full-time, regular salaried role with 37.5 work hours per week.
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