Onboarding Analyst - Team Leader

You are a strategic thinker passionate about driving solutions in Onboarding. You have found the right team As an Onboarding Analyst , you will spend each day defining, refining and delivering set goals for our firm.

As an Onboarding Analyst - Team Leader within the Incremental Implementations Team (IIT), you will play a pivotal role in delivering exceptional treasury services and cash management solutions to our clients. You will be at the forefront of coordinating and executing the setup of treasury service products and cash management services, ensuring a seamless experience for our clients.

Job Responsibilities

• Serve as the main point of contact for clients, ensuring clear communication and coordination throughout the implementation process.
• Provide a warm introduction and interview clients based on internal guides to determine what information to request from the client.
• Manage post-setup activities and support any required training or testing activities.
• Oversee the setup of treasury service and cash management products, ensuring each step is completed accurately and on time and verify that all client documentation is complete.
• Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements.
• Verifying that the product(s) or service(s) are set up and functioning correctly, Manage multiple implementation requests concurrently, ensuring timely and successful delivery for all clients.
• Coordinate client communication with other Implementation Consultants. Work closely with internal teams, including Sales, Service and Operations, to ensure a smooth and integrated setup process.
• Identify and resolve any issues that may arise during the implementation process, ensuring minimal disruption to the client experience. Escalate risk issues when they occur in a timely manner.
• Identifying items which needs Remediation & Amendments, Identifying gaps/exceptions and recommending possible solutions and Identify issues as a result of onboarding missing something on the original request.
• Uphold our commitment to a best-in-class client experience by delivering high-quality implementations that meet or exceed client expectations.
• Perform a client satisfaction call post setup and complete the warm transfer to Client Service.

• Graduates with minimum of 5 year of proven experience in a similar role within treasury services, cash management, or a related field.
• Excellent verbal and written communication skills, with the ability to liaise effectively with internal partners and clients.
• Strong project management skills, with the ability to juggle multiple requests simultaneously.
• Ability to independently manage conflict and mobilize internal resources to resolve issues.
• High attention to detail and a commitment to accuracy.
• Strong interpersonal and relationship building skills.
• Ability to work under pressure and meet tight deadlines.
• A proactive and solution-oriented mindset.