Collaborate with Operations and Product Management to streamline processes.
Identify and manage business risks, showing ownership of issues.
Translate client requests into detailed technical specifications for treasury services.
Document meeting agendas, minutes, and project plans using Microsoft Office tools.
Demonstrate creative problem-solving and escalate issues when necessary.
Manage conflicts and facilitate discussions to create optimal solutions.
Required qualifications, capabilities, and skills
7+ years of experience in implementing treasury products or similar financial services.
Proven track record in risk management and implementing mitigation strategies.
Demonstrated ability in strategic planning and resource allocation.
Advanced proficiency in data and tech literacy, including model interpretation.
Strong skills in stakeholder management and relationship building and ability to communicate, partner, and influence effectively.
Technical project management experience in a client-facing environment.
Comfort using technology such as WebEx, Zoom, and other collaboration tools.
Preferred qualifications, capabilities, and skills
Bachelor of Science or Bachelor of Arts Degree.
Passion for learning new operating models, technologies, and industry trends.
Technical client consulting experience to support technical roles and experience in ERP, systems integration, or API space.
PMP or other Project Management Certifications.
Experience in coaching or mentoring employees.
Strategic thinking with adaptability to change.
Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Some travel required (10%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
