Global Cash Management Client Implementation Associate

BBVA

$105K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • Project Management Professional (PMP) or Agile Scrum Certification is a plus
  • 4+ years experience with Treasury Cash Management Products including Payables, Receivables, SWIFT, APIs, and Liquidity
  • Proven experience leading client projects and enhancing client experience
  • Fully bilingual in Spanish and English
  • Strong project management and communication skills
  • Proficient in Microsoft Office
  • Ability to manage multiple projects and prioritize effectively
  • Attention to detail and accurate execution
  • Adaptability in fast-paced environments.

Responsibilities

  • Implement cash management products and manage multiple global projects of varying complexity.
  • Create document packages and ensure receipt of required set-up documents from clients.
  • Lead account openings and product setup across various countries, coordinating with local teams.
  • Coordinate project scope, testing, and implementation logistics with technical teams.
  • Maintain regular communication with sales and banking teams to update project status.
  • Present implementation solutions and educational materials to prospective clients.
  • Evaluate projects and processes for performance improvement and cycle time reduction.
  • Gather feedback from clients post-implementation for future improvements.

Benefits

  • Generous employee benefits package
  • Discretionary bonus eligibility
  • Opportunity to work in a dynamic, global environment
  • Ability to enhance client relationships on an international scale.
Full Job Description
About the job:

The GCMS Client Implementation Associate will be providing a single point of contact and accountability for implementing new accounts and Cash Management services to Corporate clients in multiple geographies. The GCMS implementation Support is responsible for overall delivery/onboarding of Cash Management products to top tier global and multi product corporate clients, with leadership responsibility on the entire project. In addition, will coordinate with different teams in Latin America and Europe to ensure delivery of service is completed within agreed upon timeframes. Also, maintains constant client contact to assist with the account opening and service set up with local cash management teams in multiple geographies.

The responsibilities include:

  • Implementing cash management products and services for global corporate clients including analyzing requirements and gathering deliverables to complete the implementation process. Managing multiple global implementation projects simultaneously ranging in complexity from low to high.

  • Creating document packages needed for implementing Global Cash Management Treasury products and obtaining set-up details and executed documents from clients. Also, coordinating delivery of digital contracts to collect signatures via the banks’ electronic signature portal.

  • Preparing and leading the account opening and Cash Management product set-up assignments in multiple countries, by coordinating and following up with domestic cash management teams, technical implementation specialist and bankers in Latin America, US and Europe and managing project until completion.

  • Request implementation of global services and coordinate with technical teams the project scope, testing, set up of file transmissions and file transfers with the client. Schedule client kick-off meetings and participate in weekly touch points with technical teams and clients. Manage client communications and follow up items. (Virtual and in person if needed).

  • Regular communication with Global Cash Management Sales Executives and bankers to update project status and address issues.

  • Present international implementation solutions in conjunction with Global Cash Management Executives to prospects. Create and present sample project plans and custom onboarding PowerPoint decks that educate prospective clients about the onboarding journey from inception to transition to Global Customer Service. Support Global Cash Management Sales Executives with reporting, presentations or requests for proposals and/or client calls.

  • Constantly evaluate Implementation projects and process methodologies to improve performance and reduce cycle times.

  • Gather client concerns/comments regarding product gaps once implementation has been completed to create future business cases

  • Able to educate clients of the expected process and deliverables to onboard products according to bank specifications and client expectations. Coordinating client training with the local cash management and /or global implementation teams.

  • Able to identify and plan for resolution and mitigation of issues.

  • Fully understand and comply with all audit, regulatory and compliance directives

Qualifications:

  • Bachelor's degree

  • Project Management Professional (PMP), or Agile Scrum Certification is an asset

  • Experience and familiarity in Treasury Cash Management Products in Payables, Receivables, account reporting, SWIFT, APIs, Host to Host and Liquidity for 4+ years

  • Experience leading client projects and building excellent client experience

  • Strong project management skills

  • Fully Bilingual (Spanish and English)

  • Excellent verbal, written and presentation skills. Able to communicate clearly and concisely in all aspects of the job and with multiple audiences in mind.

  • Proficient in Microsoft Office products

  • Ability to handle multiple concurrent objectives, projects or activities, making effective judgments as to prioritizing and time allocation.

  • Accuracy and Attention to Detail

  • Capacity to quickly adapt to new situations, changes in direction, and altering priorities

  • Ability to thrive in a fast paced, dynamic environment

With respect to this position in our New York Office, the expected base salary ranges from $105,000 to $120,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

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