About this role
Support Brazil Implementation Request Creation and onboarding activities while building toward broader Treasury Services implementation delivery.
Job Responsibilities:
- Review and validate onboarding/Implementation Requests, ensuring accuracy and completeness of required information prior to submission.
- Coordinate onboarding and implementation activities across bankers, clients, product partners, operations, Treasury Management Sales, and implementation teams to close open items.
- Translate client requirements into clear, actionable setup/configuration needs (e.g., account services and product setup).
- Track requests end-to-end, proactively follow up on outstanding items, and escalate blockers or delays that could impact timelines or client experience.
- Maintain clear written and verbal communication with internal stakeholders (status updates, inquiry support, issue escalation, and problem solving).
- Adhere to policies, procedures, and controls to mitigate risks related to incorrect setup, data issues, or client complaints.
- Support Treasury Services implementations by assisting implementation managers with documentation, tracking, and coordination of testing/connectivity and digital banking readiness.
Required Qualifications, Skills and Capabilities:
- Demonstrated learning agility, a client-first mindset, and the ability to work effectively in a collaborative team environment while developing new skills and capabilities.
- Demonstrated ability to solve problems, adapt to change and work effectively across teams.
- Strong written and verbal communication skills, with the ability to communicate clearly and professionally with clients, colleagues and business partners.
- Strong organization, time management and follow-up skills, with the ability to manage multiple priorities and track open items through completion.
- High attention to detail, accuracy and policy adherence, with a risk and controls mindset
Preferred Qualifications:
- Relevant experience in client service, onboarding, project coordination, technology, analytics or process improvement is preferred.
- Exposure to account opening, digital banking access, payments, liquidity, statements, collections, file testing or connectivity-related processes is preferred.