Job Description

Candidate profile details:

• Degree/Certifications Required: No
• Years of Overall Experience: 2-4 yrs
• Preferred Candidate Background: FI is ideally not required with some familiarity with cash management exp
• How will performance be measured: Based on lead action / time have to meet set deadlines to action the leads assigned .
• Selling Points of Position (CVP): Working within a leading FI organization .

:

• The Cash Management Services (CMS) in Business Banking is responsible for delivering and managing tools that Business Banking customers use to issue and receive payments and manage their cashflow. Examples of these services include Web Business Banking (our on-line business banking platform), Wire Payment, Remote Deposit Capture and Electronic Funds Transfer services, etc.
• CMS consists of a Sales and Onboarding team and a day-to-day Support team for the entire suite of Cash Management Products to all segments including Small Business Banking "SBB", Commercial Banking, Commercial National Accounts and Corporate Accounts. CMS provides an 8:00 AM to 8:00 PM EST, Monday to Friday, service support in a Call Centre environment.
• This position is responsible for the successful migration of SBB customers from Web Business Banking "WBB" platform to client. CLient is our new digital banking platform, offering Business Banking customers online banking services that are secure, convenient, and connected. The client migration team reports directly to the Team Manager, CMS Sales and Onboarding. The incumbent should be an energetic self-starter with good organizational and communications skills, attention to detail and willingness to learn new products. The individual will work closely with the BBHub, client Product Group & related stakeholders and the end customer to ensure smooth and successful customer migration in a timely manner.

Customers:

• Support a portfolio of customers by monitoring project scope/requirements, milestones, dependencies and benefits through the entire client migration lifecycle
• Supports the communication and uptake of risk and issue mitigation and escalation strategies with the onboarding process where necessary
• Excellent organization skills to support a range of projects varying in size, complexity and scope
• Ability to communicate and convey technical requirements and opportunities in a way that is easily understood and appropriate for the customers
• Ensure clear and concise messages are on all forms of communication (emails, verbal, etc.) to our Partners & Clients alike. This includes setting clear expectations and timelines for the customers & partners.

Business Operations:

• Thorough understanding of migration principles, procedures and best practices.
• Build and maintain strong relationships with the entire Product Group, Support and other internal departments to ensure migrations are completed on time, on budget and with maximum effectiveness.
• Maintain accurate details within the tracking database
• Meet target migration date
• Ensure accurate set-ups for all client migrations
• Identify process improvements ideas and recommend realistic and actionable ideas and where possibly lead and participate in the PI opportunity that will improve the process

Additional Information:

• A team player who has executed projects, led workstreams and delivered results in a collaborative manner
• Ability to think strategically and develop tactical initiatives that support the migration efforts
• Excellent oral, written, analytical, organizational, interpersonal, and creative problem-solving skills.
• Ability to manage and prioritize multiple accountabilities and initiatives, many with tight deadlines while ensuring details don't fall through the cracks
• Proven ability to work independently in a fast-paced environment with strong priority-setting skills
• Strong problem-solving skills and the ability to proactively identify concerns, identify gaps and recommend solutions
• Ability to quickly learn complex systems
• Comfortable working in a dynamic environment with frequent change
• Cash Management knowledge is an asset
• Bilingualism in both English and French would be considered an asset for this role

Must-Have Hard Skills:

• Business analyst
• MS Office suite

Nice-To-Have:

• Salesforce
• Cash management
• Bilingual ENG/ FR

Job Details
13782
Contract
14 Months
Markham
37.00 CAD
Recruiter
Saksham Khera
|

Skills Required