About the role

  • Vice President managing seamless onboarding for corporate clients using cash management and treasury services. Delivering high-quality implementations and optimizing onboarding timelines for client satisfaction.

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

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.
  • Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
  • 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
  • Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
  • Japanese language is preferred, but not required.

Benefits

  • Competitive portfolio of benefits

Job title

Cash Management Implementation Specialist – Vice President

Job type

Experience level

Lead

Salary

$115,000 - $150,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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