Customer Implementation Project Leader I Job
Customer Implementation Project Leader I (Job Number: 1311654)
BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at www.bnymellon.com.
Financial Markets and Treasury Services deliver high quality performance in global payments, trade services, cash management, capital markets, foreign exchange and derivatives in addition to acting as issuers of debt and equity securities, as well as financial intermediaries and investors worldwide, share a common need for innovative and efficient securities services. The Bank of New York Mellon provides Treasury Services, Depository Receipt Services, Global Corporate Trust Services, and Alternative Broker-Dealer Services.
Description
The Project Leader I coordinates the implementation of assigned Lockbox products and services for Treasury Service's customers. The qualified candidate will serve as a Subject Matter Expert for his/her assigned Products. For each assigned implementation, the Project Leader I will work closely with Sales, Product Management, and Operations, coordinating all tasks needed to establish the cash management solution for the client, from data gathering through turnover to Customer Service. All tasks and issues will be tracked and coordinated by the Project Leader I through the use of customized Task Lists, Issues Lists, and other established tools.During the implementation, the Project Leader I will provide product expertise to clients to assist them in choosing the most effective solution to meet their business requirements. The incumbent will escalate to Sales or Product Management if the solution needed by the customer is more complex and/or requires further product development or special programming. The Project Leader I will also cross-sell additional products or services that would benefit the client (when appropriate).The Project Leader I is responsible for following procedures to mitigate reputation or financial risk for the Corporation. The Project Leader I is also responsible for meeting the expectations of the customer as measured through established client surveys.
Qualifications
A Bachelors Degree in a business related field or equivalent experience is required. The qualified candidate is required to possess a minimum of 7 years experience in the Financial Services industry with a preference for cash management customer service, operations supervisory experience or implementation experience. Prior experience dealing with large corporate customers as a customer service representative, implementation specialist or Subject Matter Expert is required. Strong organizational, communication, and interpersonal skills leading to effective interaction with customers and peers are required. Certified Treasury Professional (CTP) or CCM certification is preferred.
Primary Location: United States-USA-PA-Pittsburgh
Internal Jobcode: 07848
Job: Customer/Client Service
Organization: Treasury Services-HR06257
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