CMS Onboarding Officer (For Pooling)

UnionBank; Manila; Hybrid; PHP 420,000 - 660,000; Full time

Job summary

UnionBank is seeking a CMS Onboarding Officer to lead end-to-end onboarding of Cash Management Services for corporate clients. You will oversee pre-implementation discussions, system setup, testing, training, pilot transactions, and turnover to support teams.

You will collaborate with Sales, Operations, Technology, and client teams to ensure on-time delivery, compliance with SLAs, and high client satisfaction. Strong project coordination and communication skills are essential.

Qualifications

• Experience in CMS onboarding, onboarding, transaction banking, or corporate banking operations.
• Strong ability to coordinate cross-functional teams and manage multiple implementation projects.

Responsibilities

• Conduct client onboarding and pre-implementation meetings to define scope and timelines.
• Coordinate with clients via email/phone/virtual meetings to confirm requirements.
• Prepare and maintain implementation documentation, timelines, and tracking reports.
• Review requirements and determine standard vs customized delivery; coordinate with internal teams for assessments.
• Facilitate UAT and user training; ensure clients can use CMS solutions effectively.
• Obtain client sign-off and turnover to support teams after onboarding.

Skills

Project coordination

Communication

Stakeholder management

Attention to detail

Education

Bachelor's degree in Banking, Finance, Business Administration, IT or related field

Job description

Employee

Job Description

Position Title: CMS Onboarding Officer

About The Role

The CMS Onboarding Officer is responsible for managing the end-to-end implementation and onboarding of Cash Management Services (CMS) solutions for corporate and institutional clients. The role ensures a seamless client experience from pre-implementation discussions through system setup, testing, training, pilot transactions, and turnover to support teams. Working closely with clients, Sales, Operations, Technology, and other stakeholders, the officer ensures implementation activities are completed accurately, on time, and in compliance with service level agreements. This role plays a critical part in driving client satisfaction, service adoption, and successful deployment of the Bank's cash management products and services.

What You'll Do

• Conduct client onboarding and pre-implementation meetings to gather requirements, discuss product features, and define implementation scope and timelines.
• Coordinate with clients through email, phone, or virtual meetings to confirm service requirements and onboarding activities.
• Prepare and maintain implementation documentation, meeting minutes, timelines, and tracking reports.
• Review client requirements and determine whether solutions can be delivered through standard offerings or require customization.
• Perform initial technical assessments and coordinate with internal teams to evaluate system and process requirements.
• Partner with Operations, Technology, Product, and other business units to facilitate the timely delivery of onboarding requirements.
• Prepare, submit, and monitor implementation requests and related documentation for processing and approval.
• Resolve onboarding-related issues and coordinate necessary corrective actions to ensure compliance with agreed timelines and service levels.
• Maintain accurate records and status updates of all implementation activities for monitoring and reporting purposes.
• Facilitate User Acceptance Testing (UAT), ensuring test scripts and expected deliverables align with client requirements.
• Conduct user training and system installation activities, ensuring clients are equipped to use CMS solutions effectively.
• Coordinate the resolution of issues identified during training, testing, and implementation phases.
• Obtain client sign-off and confirmation upon successful completion of onboarding activities.
• Manage pilot transactions and monitor results to ensure successful implementation before business-as-usual operations.
• Coordinate turnover activities and communicate successful implementation completion to Sales, Support, and other relevant teams for ongoing client servicing.

What We're Looking For

• Bachelor's degree in Banking, Finance, Business Administration, Information Technology, or a related field.
• Experience in Cash Management Services (CMS) implementation, onboarding, transaction banking, or corporate banking operations.
• Strong project coordination, planning, and execution skills with excellent attention to detail.
• Excellent communication, presentation, stakeholder management, and customer service skills.
• Ability to facilitate meetings, conduct client training sessions, and manage multiple implementation projects simultaneously.
• Strong problem-solving skills with the ability to coordinate cross-functional teams and ensure timely resolution of onboarding and implementation issues.

Job Snapshot

Updated Date

05-Jun-2026

Job ID

JOB_718

Department

CMS Onboarding

Location