City National Bank · 5 hours ago

Client Onboarding Success Mgr II

Columbia, SC

Full-time

Remote

Mid Level

$34.55/hr - $55.19/hr

3+ years exp

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Responsibilities

Sales/Client interaction gathering details of implementation and agreements

Coordinate all aspects of client kick-off call for handoff from Sales to Client Success Manager to confirm scope and agree on milestones (depending on complexity of deal) (note– add to internal process document parameters)

Ensuring all TMS agreements/documentation/requirements are sent and received back from the client based on services being set up

Ensure compliance with audit and risk policies and procedures.

Proactively manage implementation issues, escalations and error resolution.

Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience.

Scheduling/Coordinating file testing with client/vendors/CNB resources

Schedule and coordinate testing with the TMS Client Testing Team

Internal coordination to ensure implementation progressing

Create and manage project plan with agreed milestones for each new client onboarding or new complex product implementation.

Set-up reoccurring calls with client and any necessary internal partners and vendors to move forward on implementation acting as a liaison between all areas.

Maintain dashboard with status and updates on progress of implementation to client and deal team on a regular basis

Coordinate and ensure client training is completed and meets needs of client

Ensure client is trained based on implementation timeline

Remain point of contact for 30 days post implementation to ensure client success in utilization of products.

Facilitate a hand-off to the line of business operations, client services and sales team.

Qualification

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Treasury management productsProject managementCustomer service experienceFinancial services experienceMicrosoft Office proficiencyClient facing experienceData tools experienceCertified Treasury ProfessionalProject Management Institute certificationTeamwork skills