Cash Management Implementation Specialist - Vice President

Cash Management Implementation Specialist - Vice President

The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and institutional clients utilizing cash management and treasury services. This role manages moderate-to-high complexity implementations, leads cross-functional coordination, and ensures clients are fully enabled on the bank's cash management platforms and products.

The VP provides subject-matter expertise across core treasury solutions, guides clients through documentation, technical setup, and platform adoption, and supports revenue acceleration by optimizing onboarding timelines.

Key Responsibilities

Client Onboarding & Implementation Execution

• Manage end to end onboarding for cash management and treasury products, including documentation, digital user access, and product activation
• Conduct discovery sessions to assess client payment workflows, integration requirements, file specifications, and reporting needs
• Develop implementation plans ensuring all milestones, dependencies, and client responsibilities are clearly defined
• Execute configuration of services such as ACH, wires, lockbox, RDC, positive pay, liquidity structures, and digital banking platforms
• Collection and validation of client documentation and product setup forms

Project Management & Coordination

• Lead mid- to high-complexity client implementations with structured project plans, timelines, and status reporting
• Partner closely with operations, technology, product management, compliance, service, and relationship teams to ensure timely and accurate delivery
• Identify risks, manage escalations, and drive proactive resolution
• Coordinate technical onboarding activities including connectivity testing, file mapping, and UAT

Client Communication & Training

• Serve as the primary client contact throughout the onboarding lifecycle, ensuring exceptional transparency and communication
• Deliver training on digital platforms, payment initiation systems, reporting tools, and fraud mitigation solutions
• Provide guidance and best practices to clients transitioning from legacy banking systems.

Operational Rigor & Process Improvement

• Ensure onboarding activities adhere to regulatory, operational, and risk management standards
• Identify opportunities to streamline onboarding, reduce cycle times, and improve digital adoption
• Contribute to documentation improvements, playbooks, and standardized templates
• Maintain up to date knowledge of treasury products, industry changes, and platform enhancements

Qualifications and Skills

• 5–7 years of experience in cash management, treasury onboarding, implementation, or corporate banking
• Strong understanding of cash management products such as ACH, wires, lockbox, liquidity solutions, RTP, fraud mitigation tools, and digital banking platforms
• Demonstrated ability to lead implementations and manage multiple projects simultaneously.
• Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
• Familiarity with compliance, KYC, AML, and operational control environments
• Excellent client-facing and communication skills with the ability to explain complex processes clearly
• Strong organizational skills, attention to detail, and ability to work in a fast-paced environment
• Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
• Japanese language is preferred, but not required

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.