Job Description

The Global Banking Client and Onboarding (COS) services group is responsible for supporting treasury product Implementations team through review, validation, approval & storing of account opening as well as product related documents.


As an Associate in the Client and Onboarding Services team you will work closely with the Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to product implementation related activities.


Job Responsibilities:


Manage people and resources effectively, including people development, attrition, pipeline/skills monitoring, and training programs for the team. Establish clear expectations by setting timelines and managing documentation requirements and cycle time expectations. Leverage strong experience in organizational change and business controls management; proficiency in Change Management/Controls is advantageous. Exhibit excellent listening skills and provide simple, clear, and customer-centric business writing. Demonstrate the ability to build, maintain, and navigate the organization using formal and informal networking skills. Apply proven problem-solving skills with strong project management experience; Project Management Professional (PMP)/PRINCE2 certification is preferred. Identify gaps and exceptions, recommending possible solutions in processes and procedures. Take total ownership of stakeholder engagement with a strong focus on client satisfaction. Demonstrate creative problem-solving and solid judgment/decision-making skills and lead coordinating strategic business initiatives
Required qualifications, capabilities and skills:


Minimum 8 years of functional experience in end to end banking and financial services industry, should also include experience in managing Client Service, Operations Sales, Portfolio Management or Implementation functions. Exceptional verbal and written communications skills. Strong interpersonal and relationship building skills. Knowledge of Microsoft Suite of products. Demonstrated ability to build, maintain and navigate the organization using formal/informal networking skills. Behavioral skills, Thought Leadership, Problem solving and time management.
Preferred qualifications, capabilities and skills


Knowledge of financial services functions, banking treasury products and awareness of regulatory and compliance environments. Knowledge of Tableau, Qliksense, dashboards and other reporting tools. Proficiency leveraging SharePoint for collaboration and workflow purposes. Industry certifications (CTP, PMI) * Cash Management and Treasury Services product experience and knowledge would be added advantage