Client Implementation Lead, Trade
About The Position
The Client Implementation Lead, Trade role is your opportunity to become a critical member of the Client Onboarding team, where you’ll drive exceptional client experiences for highly sophisticated businesses. Your primary focus will be leading commercial and corporate clients through the end-to-end onboarding process, ensuring seamless delivery of tailored solutions for Structured trade products. This opportunity is ideal for individuals who thrive in a team environment with a collaborative focus on delivering an exceptional client experience. Previous work experience in the financial services industry with a focus on trade finance and working in a dynamic environment are important for success in this role.
Requirements
- 3+ years of demonstrated excellence in a financial services role that involved understanding of Commercial or Corporate client structures, preferably with a focus on trade finance
- Strong critical thinking, communication, and collaboration skills
- Excellent attention to detail, time management skills with ability to work under pressure
- Proven track record of delivering an exceptional client experience
- Experience with emerging communications and technology (i.e., web-based meetings, social media, digital banking, and mobile applications)
Nice To Haves
- Post-secondary education (or equivalent work experience) in business administration, finance or a related field
- Experience with structured trade products
Responsibilities
- Lead multiple onboarding cases at a time, ensuring client’s onboarding and implementation plans progress in accordance with established expectations.
- Develop a deep understanding of the structured trade product suite with an understanding of how each product can enable large and complex businesses to meet their specific needs.
- Work closely with Client Implementation and Sales team to analyze client’s product requirements to understand their unique needs to develop and execute onboarding process for clients.
- Effectively engage partners for critical activities in support of the onboarding process.
- Work in collaboration with a broader Implementation and Sales Team in Transaction Banking to identify, plan & deliver an exceptional onboarding experience for clients.
- Work to adhere or be ahead of Service level agreements for Onboarding
- Participate in adhoc projects related to Client onboarding and Implementation
Benefits
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
