Cash Management / Treasury Implementation Specialist
- 🇺🇸 United States
- On-site
- Staff / Principal
- 8 months ago
- Swift
- Excel
- PowerPoint
Cash Management / Treasury Implementation SpecialistÂ
Location: New York, NY (Hybrid – 2 days onsite recommended)
Pay Rate: $50/hr W2
Overview:
Seeking a mid-level professional to lead and manage the implementation of Cash Management and Treasury Management services for corporate clients. The role involves end-to-end implementation ownership, ongoing client support, and collaboration with internal stakeholders, with opportunities to support junior team members and participate in process improvement initiatives.
Key Responsibilities:
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Own and manage implementation of Cash & Treasury Management services (e.g., cash pooling, host-to-host, SWIFT).
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Coordinate post-agreement implementation activities and client onboarding.
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Support and maintain existing client relationships, including inquiries and service updates.
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Track implementation progress, provide regular status updates, and support client meetings.
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Collaborate with internal teams and product management on service delivery and enhancements.
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Supervise and support junior team members.
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Participate in ad-hoc projects focused on operational efficiency, documentation, and digitalization.
Qualifications:
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Bachelor's degree or equivalent experience.
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5+ years of client-facing experience at a major financial institution.
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Strong hands-on experience with Corporate Cash Management / Treasury service implementations.
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Excellent communication skills in English; Japanese language skills preferred.
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Strong organizational, prioritization, and time-management skills.
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Proficient in MS Excel and PowerPoint.
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Ability to work under pressure and meet time-sensitive deadlines.
Cash Management / Treasury Implementation Specialist · Veterans Sourcing Group