Cash Management Implementation Specialist - Vice President
About The Position
The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and institutional clients utilizing cash management and treasury services. This role manages moderate-to-high complexity implementations, leads cross-functional coordination, and ensures clients are fully enabled on the bank’s cash management platforms and products. The VP provides subject-matter expertise across core treasury solutions, guides clients through documentation, technical setup, and platform adoption, and supports revenue acceleration by optimizing onboarding timelines.
Requirements
- 5–7 years of experience in cash management, treasury onboarding, implementation, or corporate banking
- Strong understanding of cash management products such as ACH, wires, lockbox, liquidity solutions, RTP, fraud mitigation tools, and digital banking platforms
- Demonstrated ability to lead implementations and manage multiple projects simultaneously.
- Familiarity with compliance, KYC, AML, and operational control environments
- Excellent client-facing and communication skills with the ability to explain complex processes clearly
- Strong organizational skills, attention to detail, and ability to work in a fast-paced environment
Nice To Haves
- Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
- Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
- Japanese language is preferred, but not required
Responsibilities
- Manage end to end onboarding for cash management and treasury products, including documentation, digital user access, and product activation
- Conduct discovery sessions to assess client payment workflows, integration requirements, file specifications, and reporting needs
- Develop implementation plans ensuring all milestones, dependencies, and client responsibilities are clearly defined
- Execute configuration of services such as ACH, wires, lockbox, RDC, positive pay, liquidity structures, and digital banking platforms
- Collection and validation of client documentation and product setup forms
- Lead mid- to high-complexity client implementations with structured project plans, timelines, and status reporting
- Partner closely with operations, technology, product management, compliance, service, and relationship teams to ensure timely and accurate delivery
- Identify risks, manage escalations, and drive proactive resolution
- Coordinate technical onboarding activities including connectivity testing, file mapping, and UAT
- Serve as the primary client contact throughout the onboarding lifecycle, ensuring exceptional transparency and communication
- Deliver training on digital platforms, payment initiation systems, reporting tools, and fraud mitigation solutions
- Provide guidance and best practices to clients transitioning from legacy banking systems.
- Ensure onboarding activities adhere to regulatory, operational, and risk management standards
- Identify opportunities to streamline onboarding, reduce cycle times, and improve digital adoption
- Contribute to documentation improvements, playbooks, and standardized templates
- Maintain up to date knowledge of treasury products, industry changes, and platform enhancements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
