Client Onboarding - Associate

Client Onboarding – Associate

1+ years of client facing work experience
General Treasury Product Knowledge
Ability to clearly communicate, partner and influence – leading others to a common goal
Experience in risk awareness and skills to develop and ensure quality program set ups
Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
Strategic thinking with the ability to manage conflict and adapt to change
Demonstrated team building skills and ability to work in a team environment
Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Own the product implementation and training experience for your assigned clients
Meet and connect with clients through WebEx, Zoom, and other collaboration technologies
Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
Manage client and partner expectations and understanding throughout the implementation process
Exhibit ownership of implementations experience and own client satisfaction results
Work with partners in Operations and Product Management to streamline processes
Identify instances of business risk and show ownership of issues when they arise
Scope client requests and translate business requirements into detailed technical specifications for treasury services
Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations