As a Client Technical Onboarding Advisors Team Lead in our Treasury Services team, you will lead a skilled team to provide advisory services for complex integrated treasury solutions. You will play a crucial role in enhancing client experiences and driving strategic initiatives. We value teamwork, innovation, and a client-first culture.
Job Responsibilities
- Lead and manage a team of technical advisors.
- Set team strategy and collaborate with internal functions.
- Improve implementation processes and client experience.
- Manage team capacity and resolve issues effectively.
- Foster a client-first culture through open dialogue and feedback.
- Manage client and partner expectations throughout the implementation process.
- Coach and develop team members to enhance performance.
- Support client escalations with clear resolution paths.
- Streamline processes with Operations and Product Management partners.
- Identify and own business risks and issues.
- Build strong relationships with key partners in various departments.
Required Qualifications, Capabilities, and Skills
- Comprehensive knowledge of Treasury Services products.
- Experience in coaching or mentoring employees.
- Proven ability to manage conflict successfully.
- Skills in risk awareness and quality program setups.
- Excellent interpersonal, organizational, verbal, and written communication skills.
- Strong presentation and negotiating skills.
- Strategic thinking and adaptability to change.
- Experience with ERP systems and Treasury Management Systems.
- Demonstrated team-building skills and ability to work in a team environment.
- Microsoft Office Suite experience.
- Project Management, Payments, and Receivables experience or eagerness to learn.
Preferred Qualifications, Capabilities, and Skills
- Experience in building teams
- Ability to work in a diverse and innovative global organization
- Participation in Business Resource Groups
- Engagement in community volunteer opportunities
- Involvement in focus groups aimed at Innovation and Transformation