Onsite Cash Management Implementation Lead

BDO Unibank, Inc; Metro Manila; On-site; PHP 400,000 - 560,000; Full time

Job summary

BDO Unibank, Inc. is seeking a Cash Management Implementation Specialist to execute the rollout of Cash Management products and services to clients via phone and face-to-face interactions.

The role focuses on coordinating with Business Development and internal units to meet client requirements and ensure a smooth first live transaction. Responsibilities include onboarding new clients, calendar management, timely email handling, and thorough user training, with regular progress updates to

Qualifications

• Graduate of any four or five-year course.
• With at least two years' experience in product implementation, documentation, technical support preferably for Cash Management/Bank products and services.
• Must be willing to work onsite and be assigned in Ortigas.

Responsibilities

• Ensures initial contact to newly-enrolled Cash Management System clients via SMS and email via sending of user manuals according to the required standard turnaround time.
• Manages individual calendar to accurately plot and schedule assigned deals.
• Manages group mailbox to ensure all e-mails received are handled within specified turn-around time.
• Coordinates with the client to confirm the client’s business and technical requirements based on the documents submitted by Business Development team.
• Coordinates with internal units of the Bank to develop/set up the client’s requirements.
• Ensures that proper coordination within internal units/ training to client is done to eliminate possible customer complaints that may arise due to handling.
• Conducts completion of thorough user training to ensure that client will be able to do their first live transaction smoothly.
• Monitors the progress/development of the deal for implementation to provide regular updates to client, Business Development Manager and other internal stakeholders such as Branch partners, Cash hub personnel, etc.
• Maintains complete and timely record in the system to measure accurate productivity.

Education

Graduate of any four or five-year course

Job description

BDO Unibank, Inc. is seeking a Cash Management Implementation Specialist to execute the rollout of Cash Management products and services to clients via phone and face-to-face interactions.

The role focuses on coordinating with Business Development and internal units to meet client requirements and ensure a smooth first live transaction. Responsibilities include onboarding new clients, calendar management, timely email handling, and thorough user training, with regular progress updates to