Cash Management Implementation Specialist - Vice...

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.

Role Objectives

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

• 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

The anticipated salary range for this role is between $115,000.00 and $150,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.