Project Manager - New Client Onboarding (Transaction Banking)

Your Role:

Working closely with Global Head of Transaction Banking, business development teams and cross-functional departments, managing every detail of the onboarding journey, you will:

• Lead end-to-end onboarding processes for new corporate clients, ensuring smooth implementation and exceptional client experiences.
• Organise kickoff calls to set expectations, assess requirements, and develop tailored onboarding plans.
• Manage account setup, documentation lodging, product configuration, system requirements, training schedules, and deal closure milestones.
• Collaborate with compliance, legal, tax, sustainability, operations, and international support desks to ensure regulatory adherence and operational excellence.
• Track project timelines, risks, deliverables, and impacts while managing multiple onboarding projects simultaneously.
• Continuously improve processes by gathering feedback from cross-functional teams and maintaining up-to-date SOPs.
• Report progress regularly to stakeholders and ensure successful implementations across multiple functions and countries.

• Proven experience managing complex implementation projects within transaction banking or financial services environments.
• Strong planning and prioritisation skills to handle multiple projects with meticulous attention to detail.
• Expertise in payments technology and liquidity solutions relevant to corporate banking clients.
• Familiarity with regulatory standards and audit requirements ensures compliance throughout the onboarding process.
• Excellent communication skills paired with stakeholder management expertise to build trust-based relationships.
• A proactive mindset focused on continuous improvement and driving positive change within cross-functional teams.
• Experience using systems like Microsoft Dynamics CRM is advantageous but not mandatory; willingness to learn new tools is highly valued.