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Platform Solutions, Transaction Banking Operations Specialist
2 months ago
We are seeking a seasoned and driven individual to join our Client Onboarding and Implementation team as a Transaction Banking Operations Specialist. This role provides the opportunity to create a world-class client experience with direct contribution to the business' top line.
Key Responsibilities- Own client pre-go-live lifecycle end to end, with accountability for creating a differentiated client experience through the onboarding and implementation stages.
- Provide implementation subject matter expertise across transaction banking products and services, as Sales and Product design and advise clients on solutions for their Treasury requirements.
- Partner with, and enable Sales, by orchestrating across internal partners including Legal, Risk, Compliance to cater to clients of varying complexity, across jurisdictions and industries.
- Unblock any issues and challenges that may arise for client or with internal deliverables; be creative with problem solving, collaborating across teams to deftly mitigate.
- Build and manage detailed project plans capturing all intricate aspects of go-live.
- Keen acumen on risk and controls, processes and procedures, to ensure we deliver value to our clients in a robust and compliant manner.
- Establish effective communication channels and governance, both with client as well as internal stakeholders, to ensure transparency on status, blockers, milestones - driving accountability and clarity across all parties.
- Work closely with servicing teams as the client goes live, through early stage support, ensuring a seamless transition for the client as they move from a pre-go-live to business as usual mode.
- BA/BS degree.
- Client facing experience.
- Solid KYC/AML policy experience.
- Experience in Transaction Banking client implementation function, with a knowledge of transaction banking products and services.
- Solid project management skills, with innate ability to create organization and structure.
- Process oriented thinker, with the ability to simplify and streamline complex processes.
- Strong communication and interpersonal skills, who enjoys forging deep relationships with colleagues and clients.
- Thrives in a fast-paced, dynamic environment, with a passion to learn at exponential pace.
