Cash Management Client Implementation & Onboarding Officer

Experience 3–5 years of relevant experience in transaction banking operations, cash management client implementation, digital banking onboarding, payments operations or corporate customer servicing. Hands-on exposure to client documentation review, platform/user set-up, authorisation workflows and controlled activation is preferred. Education / Certifications Bachelor’s degree in Business Administration, Banking, Finance, Operations, Information Systems or a related discipline. Relevant transaction-banking, payments, operations, AML/KYC or project-delivery certification is an advantage. Technical / Functional Knowledge Working knowledge of corporate cash management products and channels, including payments, collections, account services, liquidity solutions, digital banking, user entitlement structures, approval workflows, pricing/charges and implementation controls. Familiarity with host-to-host/API/file connectivity is an advantage. Personal Attributes • Strong operational discipline and attention to detail. • Client-focused communication with confidence to explain documentation gaps and implementation steps. • Ability to manage multiple cases, priorities, dependencies and SLA deadlines. • Analytical problem-solving and structured exception management. • High standards of integrity, confidentiality and control awareness. • Ability to work independently while collaborating effectively across functions and countries. • Clear written and verbal communication and accurate MIS/reporting skills. • Proactive follow-up, ownership and escalation of risks or delays. • Comfort working with digital banking platforms, workflow tools, spreadsheets and case-tracking systems.

3–5 years of relevant experience in transaction banking operations, cash management client implementation, digital banking onboarding, payments operations or corporate customer servicing. Hands-on exposure to client documentation review, platform/user set-up, authorisation workflows and controlled activation is preferred. Bachelor’s degree in Business Administration, Banking, Finance, Operations, Information Systems or a related discipline. Relevant transaction-banking, payments, operations, AML/KYC or project-delivery certification is an advantage.

Not explicitly separated in the posting as a distinct section. Responsibilities inferred include supporting cash management client implementation and onboarding, handling client documentation review, platform/user setup, authorisation workflows and controlled activation, and ensuring strong client-focused communication and accurate MIS/reporting.