TRANSACTION BANKING OPERATIONS AND CLIENT EXPERIENCE TEAMS

 

Transaction Banking within the Platform Solutions Division is comprised of the below primary functions: 

 

We provide clients a differentiated experience through their pre-sales and go-live journey, generated through seamless onboarding, implementation and testing, and post go live supportWe provide best in class service to our clients post go live across all their business Treasury needs, including payments and transaction flows across our global payment railsWe support the build and development of new Treasury Products, Services and Partnerships, alongside Product, Risk and Engineering teams, by handling all Operational process, procedure and control development 

 

TxB Operations is a growing sub-division, with regional presence in Singapore, Bengaluru, London, New York, and Dallas. All offices work closely together as a single global team. 

 

YOUR IMPACT

The Client Implementation team is seeking a seasoned and driven individual with experience and expertise working on complex client implementations in a commercial / transaction banking domain. This role provides the opportunity to create a world class client experience with direct contribution to the business’ top line. You will work with clients across their front to back journey from participating in RFPs, to driving onboarding and associated due diligence and documentation, managing complex technical integrations and successful go-lives. You will be responsible for owning and driving all aspects of a client implementation and product enablement across the TxB suite of products and services. 

 

HOW YOU WILL FULFILL YOUR POTENTIAL (RESPONSIBILITIES) 

Lead a differentiated client experience throughout the implementation journey by providing implementation subject matter expertise across transaction banking products and services, while advising clients on solutions for their Treasury requirements Unblock implementation challenges that may arise for a client; be creative with problem solving and collaborating across internal teams to mitigateBuild and manage detailed project plans capturing all intricate aspects of go-live, while also leveraging project management materials such as client meeting agendas/minutes, and project charter Serve as a product subject matter expert across the team, leading complex global client implementations Keen acumen on risk and controls, processes and procedures, to ensure we deliver value to our clients in a robust and compliant mannerEstablish 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 partiesWork 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 modeBring thought leadership to implementation processes, by identifying ways to streamline and automate, resulting in reduction of waste (or non-value-added activities) Train, lead and develop junior talent across the global team

QUALIFICATIONS REQUIRED

BA/BS degree 7+ years of professional experience, 5+ years in a client facing role Established expertise in Transaction Banking client implementation function, with deep knowledge of banking products and servicesWorking knowledge of ERP and TMS systems and host to host connectivity mechanisms in the marketSolid project management skills, with innate ability to create organization and structureProcess oriented thinker, with the ability to simplify and streamline complex processesStrong communication and interpersonal skills; enjoys forming deep relationships with internal partners and clients Thrives in a fast paced, dynamic environment, with a passion to learn at exponential paceExperienced in building, training and scaling teams, leading by example