Manage end to end onboarding for cash management and treasury products, including documentation, digital user access, and product activation
Conduct discovery sessions to assess client payment workflows, integration requirements, file specifications, and reporting needs
Develop implementation plans ensuring all milestones, dependencies, and client responsibilities are clearly defined
Execute configuration of services such as ACH, wires, lockbox, RDC, positive pay, liquidity structures, and digital banking platforms
Collection and validation of client documentation and product setup forms
Lead mid- to high-complexity client implementations with structured project plans, timelines, and status reporting
Partner closely with operations, technology, product management, compliance, service, and relationship teams to ensure timely and accurate delivery
Identify risks, manage escalations, and drive proactive resolution
Coordinate technical onboarding activities including connectivity testing, file mapping, and UAT
Serve as the primary client contact throughout the onboarding lifecycle, ensuring exceptional transparency and communication
Deliver training on digital platforms, payment initiation systems, reporting tools, and fraud mitigation solutions
Provide guidance and best practices to clients transitioning from legacy banking systems
Ensure onboarding activities adhere to regulatory, operational, and risk management standards
Identify opportunities to streamline onboarding, reduce cycle times, and improve digital adoption
Contribute to documentation improvements, playbooks, and standardized templates
Maintain up to date knowledge of treasury products, industry changes, and platform enhancements

Requirements

5–7 years of experience in cash management, treasury onboarding, implementation, or corporate banking
Strong understanding of cash management products such as ACH, wires, lockbox, liquidity solutions, RTP, fraud mitigation tools, and digital banking platforms
Demonstrated ability to lead implementations and manage multiple projects simultaneously.
Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
Familiarity with compliance, KYC, AML, and operational control environments
Excellent client-facing and communication skills with the ability to explain complex processes clearly
Strong organizational skills, attention to detail, and ability to work in a fast-paced environment
Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
Japanese language is preferred, but not required.

Benefits

Competitive portfolio of benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

cash managementtreasury onboardingimplementationACHwireslockboxliquidity solutionsRTPfraud mitigation toolsdigital banking platforms

Soft Skills

client-facing skillscommunication skillsorganizational skillsattention to detailability to work in a fast-paced environmentleadershipproject managementproblem-solvingrisk managementtraining