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BBVA · 1 month ago

Global Cash Management Client Implementation Support Associate

Houston, TX

Full-time

Hybrid

Entry, Mid Level

$100K/yr - $105K/yr

2+ years exp

BBVA is a global financial services company, and they are seeking a Global Cash Management Client Implementation Support Associate. This role involves providing a single point of contact for implementing new accounts and cash management services for corporate clients, ensuring timely delivery and effective communication throughout the onboarding process.

AccountingBankingFinanceFinancial ServicesLending

Comp. & Benefits

No H1B

Responsibilities

Implementing cash management products and services for global corporate clients including analyzing requirements and gathers deliverables to complete the implementation process. Managing multiple global implementations simultaneously ranging in complexity from low to high complexity

Creating document packages needed for implementing Global Cash Management Treasury products, obtain set-up details and executed documents from client. Also, coordinate delivery of digital contracts for signatures via an electronic signature portal

Preparing and leading the account opening and Cash Management product set-up assignments in multiple countries, by coordinating and following up with domestic cash management teams, technical implementation specialist and bankers in Latin America, US and Europe and managing project until completion

Ongoing communication with clients to clearly manage expectations regarding changes, adjustments or challenges impacting deadlines

Orient clients on different connectivity options and standardized payment and reporting file formats

Request implementation of global services and coordinate with technical teams the project scope, testing, set up of file transmissions and file transfers with the client. Scheduling client kick-off meetings and participate in weekly touch points with technical teams and clients. Manage client communications and follow up items. (Virtual and in person if needed)

Present international implementation solution in conjunction with Global Cash Management Executive to prospects. Create and present sample project plans and custom onboarding PowerPoint decks that educate prospective clients about the onboarding journey from inception to transition to Global Customer Service. Support Global Cash Management Sales Executives with reporting, presentations or request for proposals and/or client calls. Constantly evaluate Implementation projects and process methodologies to improve performance and reduce cycle times

Gather client concerns/comments regarding product gaps once implementation has been completed to create future business cases

Able to educate clients of the expected process and deliverables to onboard products according to bank specifications and client expectations. Coordinating client training with the local cash management and /or global implementation teams

Able to identify and plan for resolution and mitigation of issues

Fully understand and comply with all audit, regulatory and compliance directives

Able to offer information on general banking services and particularly the end-to-end cycle from payment/collections initiation to account reconciliation

Qualification

Project Management ProfessionalCash Management ProductsBilingual SpanishBilingual EnglishAgile Scrum CertificationMicrosoft Office ProficiencyVerbalThrive in dynamic environmentProject management skillsWritten skillsAttention to DetailAdaptability

Required

Bachelor's degree

Project Management Professional (PMP), or Agile Scrum Certification is an asset

Fully Bilingual (Spanish and English)

Experience and familiarity with Cash Management Products such as Payables, Receivables, SWIFT, APIs, Host to Host and Liquidity for 2+ years

Experience leading client projects and building excellent client experience

Strong project management skills

Excellent verbal, written and presentation skills. Able to communicate clearly and concisely in all aspects of the job and with multiple audiences in mind

Proficient in Microsoft Office products

Ability to handle multiple concurrent objectives, projects or activities, making effective judgments as to prioritizing and time allocation

Accuracy and Attention to Detail

Capacity to quickly adapt to new situations, changes in direction, and altering priorities

Ability to thrive in a fast paced, dynamic environment