Transaction Banking: Client Success & Implementation Lead

SMBC Group; Makati; On-site; PHP 700,000 - 1,200,000; Full time

Job summary

SMBC Group in Manila is seeking a Client Service and Implementation Officer to deliver transaction banking solutions by managing implementation, integration, and post-sales support. You will bridge clients, internal teams, and regional counterparts to ensure onboarding, platform functionality, and ongoing satisfaction.

You’ll collaborate with regional client services and implementation teams on electronic banking integration, lead platform installation and ERP connectivity, monitor progress, and

Qualifications

• Strong background in customer service for transaction banking and ERP integration.
• Excellent communication and project management skills.
• Ability to manage product lifecycle and implementation pipelines efficiently.
• Proficient in banking platforms and host-to-host connectivity solutions.
• Customer-focused mindset with problem-solving and continuous improvement.

Responsibilities

• Collaborate with regional client services and implementation teams to support electronic banking integration, including ERP/host-to-host connectivity.
• Lead platform installation, customer training, system migration, and integration with clients’ 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&T S 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.

Skills

Customer service

Project management

ERP integration

Communication skills

Job description

SMBC Group in Manila is seeking a Client Service and Implementation Officer to deliver transaction banking solutions by managing implementation, integration, and post-sales support. You will bridge clients, internal teams, and regional counterparts to ensure onboarding, platform functionality, and ongoing satisfaction.

You’ll collaborate with regional client services and implementation teams on electronic banking integration, lead platform installation and ERP connectivity, monitor progress, and