SO
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
2 weeks ago
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About This RoleAI processing…
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Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
Key Responsibilities
- 1Lead end-to-end implementation of cash management solutions for commercial clients, including documentation and system training
- 2Translate client requirements into operational setups (accounts, services, entitlements)
- 3Coordinate kickoff calls and establish implementation timelines
- 4Serve as the primary point of contact for treasury and cash management inquiries, onboarding, and troubleshooting
- 5Coordinate with operations and technology teams to resolve service issues and improve processes
- 6Maintain accurate records of client interactions, agreements, and service changes
- 7Manage multiple client implementations simultaneously
- 8Maintain detailed project plans, milestones, and status updates
- 9Escalate risks, delays, or client issues proactively
- 10Ensure implementations meet internal SLAs and client expectations
Requirements
- Bachelor’s degree in Finance, Business, or related field
- 3–5+ years of experience in:
- Treasury services / cash management
- Commercial banking operations
- Implementation or onboarding roles
- Payment systems (ACH, wires, SWIFT)
- Commercial banking products
Perks & Benefits
We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.
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Posted
2 weeks ago
Job Overview
SalaryUndisclosed
Job TypeFull-time
Work ModelOn-site
ExperienceMid
LocationNot specified
Categoryother
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