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SVB - Global Treasury Implementation Consultant
2 months ago
Overview:
This position is available as a remote opportunity across various locations in the United States.
The Global Product division is dedicated to the innovation, delivery, and support of digital banking, payment solutions, credit offerings, trade finance, liquidity management, and other treasury services tailored for First Citizens Bank's clientele.
Within this division, the Solution Delivery team plays a crucial role in managing client implementations of the diverse domestic and international cash management products offered by First Citizens Bank.
We are pleased to present an exciting opportunity for a Consultant on our Solution Delivery team.Responsibilities:
The Global Treasury Implementation Consultant is pivotal in enhancing the client experience during cash management implementations. This role involves overseeing various large-scale client projects while collaborating closely with both external and internal stakeholders. You will act as a project consultant to multiple teams, ensuring successful outcomes.
The ideal candidate will possess a proven track record as a project manager or client consultant in a fast-paced and evolving environment, demonstrating a proactive approach with meticulous attention to detail and follow-through.
This is a remarkable opportunity for an individual eager to make a significant impact for our clients and within First Citizens Bank.
The suitable candidate will advocate for our clients and engage in cross-functional collaboration, fostering open and transparent communication throughout the organization, which cultivates a culture of teamwork and trust.
Key Responsibilities include:
Oversee and coordinate all implementation activities with vendors, relevant internal bank teams, and client resources at all levels to facilitate client implementations.
Accountable for scheduling and leading project team meetings, documenting meeting minutes and action items, developing project timelines and schedules, and managing risks and challenges.
Ensure that objectives and deadlines are clearly communicated, timelines are adhered to, and potential challenges are identified and addressed promptly.
Provide product training to clients as necessary.
Collaborate with management to drive positive change and enhance the team from a client experience perspective (warm introductions, seamless transitions, regular meetings)
Identify and lead or collaborate on process improvement initiatives.
Qualifications:
Bachelor's Degree with 2-4+ years of client implementation/project management experience OR High School Diploma or GED with 6-8+ years of client implementation/project management experience.
Demonstrated project management/implementation experience with a proven ability to successfully complete projects from inception to conclusion while effectively managing a high volume of client interactions.
Ability to advise and make recommendations to clients and internal partners based on product knowledge, functionality, and what is best for the client.
Possess knowledge related to the financial services sector, with experience in client services, cash management product and service implementations, and banking operations.
Possess knowledge of global treasury cash management, domestic and international products and services, including but not limited to online banking platforms, payment file transmission, API, Swift services, account reporting, and cash management collection and disbursement.
Solid understanding of routine to complex client inquiries, including payment file transmission for ACH, wires, Global Low value payments, and information reporting industry standard files such as BAI2 and Swift; operational troubleshooting for all cash management products and services.
Able to apply analytical skills to identify root causes or underlying circumstances. Capable of researching issues and applying problem-solving skills while collaborating to formulate solution recommendations.
Strong written and verbal communication skills.
Ability to proactively identify issues and interdependencies, and to devise effective solutions.
Proficiency with project management and communication tools, including PowerPoint, Microsoft Excel, Microsoft Teams, Visio, Microsoft Project.
Preferred:
Understanding of First Citizens Bank's online banking (OLB) and TAG software tools is advantageous.
This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.
For NYC the base pay for this position is relative to your experience but the range is generally $75,808.00 – $(phone number removed) per year.
For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
First Citizens benefits programs are designed to meet our associates where they are in life.Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.
More information regarding our benefits offerings can be found here