Business Digital Client Account Opening and Activation
About The Position
This job is responsible for managing the delivery and health of digital capabilities or processes. Key responsibilities include supporting digital operations including translating business requirements into digital requirements and acceptance criteria, analyzing key performance indicators, product risks and controls, guaranteeing quality through business acceptance testing, and ensuring successful go-to-market. Job expectations include leveraging subject matter expertise and digital acumen to define and deliver solutions that solve business problems. This position is part of our Business Digital Strategy team and is responsible for ensuring exceptional account opening experience for our clients across all sales channels, from research to onboarding. You will work closely with key stakeholders across Business Banking, Commercial and Corporate Banking, Global Payment Solutions, Product, Technology, and Digital Delivery to further digitize and automate the account opening and onboarding experience.
Requirements
- 5+ years of relevant experience
- 3-5 years of combined experience in product management, project management, and/or product development
- Ability to work across large organizations while demonstrating strong teamwork and consensus building
- Excellent communication skills with the ability to convey complex information in an understandable, compelling, and persuasive manner to senior executives
- Self-starter, able to thrive in a fast paced and continually changing environment
- Listens, learns, and appropriately engages key stakeholders when making decisions.
- Demonstrates strong analytical skills to enable fact-based decision making while also applying a creative mindset to problem solving.
- Builds and leverages mutually beneficial relationships and networks that generate opportunities
- Demonstrates resiliency and sound judgment in dealing with business challenges and ambiguity. Can be counted on during difficult times. Recognizes when a decision must be made and acts with a sense of urgency
Nice To Haves
- Banking or financial industry experience with a focus on digital strategy or technology
- Project and program management experience preferred
- Be able to think creatively while having an analytic mindset
- Agile experience, SAFE certification preferred
Responsibilities
- Supports delivery of world-class software solutions within time, scope, and budget to provide an enhanced digital experience to clients
- Contributes towards operational routines, the day-to-day health of digital capabilities, resolution of defects, routing of complaints, and performance metrics results
- Conducts project planning, sprint, and release planning and contributes to the execution of the program vision and roadmap
- Performs analysis to capture and report key performance indicators and return on investment of products
- Creates presentations and written materials and communicates in an effective and engaging manner to enhance project outcomes
- Builds and maintains relationships across stakeholders and partners in order to effectively navigate the bank, ensure successful delivery of assigned work, and secure ongoing support for owned features
- Leverages knowledge of the business to make informed decisions at every stage of the product development and sustainment lifecycle
- Partner closely with lines of business to understand client and associate needs, leveraging user behavior, feedback, and data insights to continuously improve the digital experience.
- Drive alignment and convergence across the Unified Sales for Business (USB) and Client Onboarding & Activation Transformation (COAT) programs, helping create a more seamless, integrated experience for associates and clients while supporting the enterprise digital strategy.
- Lead collaboration across key enterprise partners, including Sales, Operations, Salesforce, Product, Technology, and Digital teams, to align priorities, influence roadmaps, and deliver strategic outcomes that advance digital adoption and sales effectiveness.
- Orchestrate the evolution and alignment of onboarding, sales, and servicing processes to enable Business Banking associates to provision and activate digital client access across BA360, CashPro, and future digital platforms based on client needs.
- Act as a strategic connector across lines of business and support organizations, identifying opportunities to simplify processes, eliminate duplication, and creating consistent digital journeys for clients and associates.
- Partner with Product Owners and Agile delivery teams to define requirements, prioritize enhancements, and execute initiatives that support business objectives and digital transformation goals.
- Demonstrate intellectual curiosity and analytical rigor by leveraging data, user insights, and industry trends to:
- Analyze sales funnel performance and identify opportunities to improve conversion and digital adoption.
- Evaluate associate and client behavior to drive continuous experience improvements.
- Measure the effectiveness of digital initiatives and provide actionable recommendations.
- Monitor industry trends, emerging technologies, and competitive capabilities to identify innovation opportunities.
- Develop insights that inform strategic decisions and strengthen alignment across USB, COAT, and broader digital transformation efforts.
Benefits
- access to paid time off
- resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
