Client Support and Implementation Officer

SMBC Group; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

SMBC Group is seeking a Client Support and Implementation Officer in the Global Transaction Banking Department. The role focuses on delivering Transaction Banking solutions by managing implementation, integration, and post-sales support.

You will bridge clients with internal teams and regional counterparts to ensure smooth onboarding, platform functionality, and ongoing satisfaction. You will collaborate with regional teams to support electronic banking integration, lead installations and

Qualifications

• Experience in transaction banking or customer implementations.
• Strong ability to integrate ERP/host-to-host connections.
• Excellent communication and project management skills.

Responsibilities

• Collaborate with regional implementation teams to support electronic banking integration, including ERP/host-to-host connectivity.
• Lead platform installation, customer training, system migration, and ERP integration.
• Manage implementation pipeline with milestone tracking and client expectations.
• Support Sales in delivering complex transaction banking solutions (e.g., Treasury Management Systems, Host-to-host, SWIFT FileAct).
• Provide end-to-end delivery and user training in SMAR&T S and other banking channels.

Skills

Transaction banking

Customer implementation

ERP system integration

Communication

Project management

Job description

As a Client Support and Implementation Officer under Global Transaction Banking Department, you will play a key role in delivering Transaction Banking solutions to clients by managing implementation, integration, and post-sales support. You'll be the bridge between the client, internal teams, and regional counterparts - ensuring smooth onboarding, platform functionality, and ongoing satisfaction.

How You'll Make an Impact

• Collaborate with regional implementation teams to support electronic banking integration, including ERP/host-to-host connectivity for services like payables, receivables, and liquidity management.
• Lead platform installation, customer training, system migration, and integration with client's ERP systems.
• Manage the implementation pipeline by monitoring progress, conducting status reviews, and ensuring timely delivery against milestones and client expectations.
• Support Sales teams in delivering complex transaction banking solutions such as Treasury Management Systems, Host-to-host, SWIFT FileAct, and cash pooling.
• Ensure effective end-to-end delivery of transaction banking products and conduct user training in SMAR&TS and other banking channels.
• Provide daily support to transaction banking customers via phone or email, coordinating with internal product teams for issue resolution.
• Oversee customer onboarding for Cash & Cheque Collection arrangements with Alliance Bank
• Implement standard IMAGINE systems for clients and ensure seamless integration
• Act as a key liaison with Product and Sales teams to address product gaps and recommend improvements.
• Build and maintain strong client relationships while identifying cross-selling opportunities for transaction banking solutions
• Maintain customer satisfaction through consistent after-sales support and troubleshooting
• Facilitate timely completion of regional deal documentation, serving as the main contact point for clients throughout the documentation process

What Sets You Apart

• Strong background in transaction banking, customer implementation, or ERP system integration
• Excellent communication and project management skills
• Ability to manage multiple priorities and implementation pipelines efficiently
• Proficient in banking platforms and host-to-host connectivity solutions
• Customer-focused mindset with a passion for problem-solving and continuous improvement
• Experience working in cross-functional and regional teams is a plus