Client Integration Specialist CO

1 week ago

englewood, United States Rose International Full time

Date Posted: 12/20/2024

Hiring Organization: Rose International

Position Number: 475874

Job Title: Client Integration Specialist

Job Location: Englewood, CO, USA, 80112

Work Model: Hybrid

Shift: 9:00am - 6:00pm; First 6-8 weeks of training WILL BE FULLY ON SITE; Required to be in office 3 days per week after training

Employment Type: Temporary

Estimated Duration (In months): 13

Min Hourly Rate ($): 31.15

Max Hourly Rate ($): 31.15

Must Have Skills/Attributes: Banking/Financial, Treasury


*** Must have previous Treasury or Financial Services background to be considered***


The client facing role will be focused on onboarding clients to the organization's products and services, which requires exceptional customer service, analyzing, organizing and managing incoming documentation and coordinating the onboarding with multiple groups. There are operational tasks of onboarding the clients to some platforms within Client Integration. Some of the onboarding will require a project approach with regular meetings with the client, but many will not be a project and will be strictly getting documentation back from clients and creating requests in various systems to establish the setup of products.


Required Education/Experience:

• Bachelor's degree or equivalent work experience


Required Experience and Skills:

• Must have previous Treasury or Financial Services background

• 3+ years of integration project management experience

• Professional customer-facing skills

• Exceptional analytical ability


Preferred Experience and Skills:

• Merger & Acquisition integration experience is preferred

• Payments industry experience a plus

• Treasury Management product knowledge

• Experience in Data Conversion projects

• Change Management and Business Readiness

• Procedure writing and documentation experience


Soft Skills Required:

• Exceptional communication and collaboration skills

• Quick learner

• Professional and organized

• Able to make quick assessments


Client Integration Specialist Responsibilities:

• Leading complex client facing projects for the integration of Bank systems and products

• Works directly with clients and internal stakeholders to understand business objectives and strategies related to project priorities

• Client facing experience leading projects of all sizes with simple to complex onboarding of products

• Gathering documentation and requirements with ability to manage and interpret the data

• Manages communications regarding project that create clear, concise requirements, resourcing and timings

• Oversees assigned projects from initial concept through final implementation utilizing approved project methodology/tools and within enterprise standards and guidelines

• Organizes and manages a high quality, cross-functional team by providing work direction and coaching/mentoring to assigned project managers and coordinators

• Constructs a reporting and tracking framework and benchmarks

• Provides oversight to projects to meet established function, quality, cost, and schedule

• Escalates issues and risks to appropriate level

• Documents processes or procedures when necessary, during the project lifecycle


**Only those lawfully authorized to work in the designated country associated with the position will be considered. **


**Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements. **


Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.


California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

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