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SO/Mgr-CFS Client Implementation Advisor

1-2 Years
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Job Description

The Senior Officer/Manager, Client Implementation Advisor supports the Wholesale Banking business by leading the implementation of customer solutions for Global Corporates and Financial Institutions. This client-facing role manages end-to-end implementation from deal closure through live operation, ensuring timely delivery, service quality, and revenue enablement.

Client Implementation & Project Delivery

  • Lead implementation of account opening and cash management solutions from deal won to live operation.
  • Manage projects of varying complexity using structured project management methodologies.
  • Deliver implementations within agreed timelines and service level agreements while managing multiple concurrent projects.

Stakeholder & Relationship Management

  • Act as the primary point of contact for clients during the implementation phase.
  • Manage client expectations through proactive follow-ups, solution walkthroughs, and user training.
  • Partner closely with Sales, Product Management, Client Service, and Operations teams to enable business strategy execution.

Product & Solution Expertise

  • Provide technical expertise on electronic banking products and cash management solutions.
  • Support Corporate Bankers and Transaction Banking Sales during complex solution discussions and RFP engagements.
  • Participate in client solutioning for working capital and transaction banking initiatives.

Operational Execution & Process Management

  • Ensure client solutions are implemented efficiently in line with defined onboarding and fulfillment processes.
  • Focus on reducing cycle time to accelerate time-to-revenue for the Bank.
  • Manage and document changes to onboarding policies and procedures to enhance future client experience.

Risk, Compliance & Governance

  • Adhere to internal policies, operational risk controls, and regulatory standards throughout the onboarding process.
  • Apply knowledge of KYC requirements and client structures during account opening and service setup.
  • Support compliance reviews and ensure proper documentation is maintained.

Experience & Qualifications

  • One to two years of experience in account opening or electronic banking service implementation.
  • Strong project leadership capability in managing cross-functional initiatives in fast-paced environments.
  • Good understanding of commercial banking products and industry practices.
  • Analytical, resilient, and self-motivated with the ability to manage multiple priorities effectively.

Job ID: 138864601