Leading end-to-end execution of complex onboardings for treasury management clients. Ensuring strategic alignment and successful delivery across multi-stakeholder projects.
Responsibilities
Develop and manage detailed project plans
Lead onboarding projects for treasury products
Maintain accountability for project deliverables and stakeholder engagement
Facilitate discovery and readiness meetings with clients
Serve as the primary point of contact for clients
Maintain full control of project timelines and resources
Conduct discovery and readiness meetings with clients
Partner with internal teams for seamless execution
Produce high-quality project documentation
Identify opportunities to enhance onboarding processes
Requirements
Bachelor’s Degree
5+ years of experience in treasury management and project management
Excellent written and verbal communication skills
Strong project management capabilities
Highly meticulous with strong organizational, analytical, and problem-solving abilities
Exceptional interpersonal skills
Proven ability to manage multi-stakeholder projects
Proficiency in Microsoft Office Suite and other project management tools
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