Treasury Implementation Consultant


Posted: 02/08/2017

  • Salary: GBP 35000 per year - GBP 38000 per year
  • Location: London
  • Job type: Permanent
  • Reference: BBBH138377

This role is responsible for managing the end-to-end on-boarding process for clients requiring Treasury Management services within the UK ; this includes sending and receiving of documentation to clients; providing system demonstrations, set-up and training; involves extensive liaison with internal partners including Compliance, Legal, Sales.
The primary areas of responsibility for the role are as follows:

  • Responsible for creating, sending and receiving of a wide range of documentation including Welcome Pack containing, Terms and Conditions and Resolutions of the Board of Directors, Certificate of Incumbency
  • Supporting the RM/Sales throughout the entire Onboarding process to ensure a positive customer experience
  • Interacting with the US & EMEA offices, internal product partners, other internal stakeholders (e.g., Legal, Compliance, Tax, Operations), and clients to deliver results in a timely manner.
  • Working with clients to get them set up on the banks systems; providing access and training on the electronic channels via conference line or on occasion in person.
  • Potential client visits with Sales colleagues to provide online system training and demonstrations.
  • Request and drive receipt of client satisfaction surveys

Market Skills

  • Experience in dealing with clients, providing examples of situations where excellent customer service was shown
  • Experience of dealing with a variety of internal partners, providing examples of where collaboration assisted with resolving issues
  • A general understanding of legal documentation
  • An understanding of International business including FX and payments
  • A high level of attention to detail
  • Ability to work under pressure
  • Self-motivation & flexibility required, recognize the need to step up to assist colleagues and manager when required
  • Demonstrate knowledge and ability to raise Risk Awareness amongst team members
  • Excellent prioritization skills
  • Good knowledge of Microsoft products including Excel and Word
  • Client training experience would be preferable
  • Knowledge of UK clearing products and services such as BACS, Credit Cards, Direct Debits, Encashment Facilities would be preferable
  • Ability to work effectively in a team environment and interact, negotiate and communicate with all levels of management, staff and internal team members

McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.