AVP, Senior Implementation & Client Services Manager, Transaction Banking

OCBC Bank (Hong Kong) Limited

Job Overview

We are seeking a client-focused and experienced Implementation & Client Service Manager (Manager/AVP) to support the onboarding, implementation, and ongoing servicing of Transaction Banking solutions across Cash Management and Trade Finance.

The successful candidate will serve as a key liaison between clients and internal stakeholders throughout the client lifecycle, from solution onboarding and implementation through to post-sales service support, client engagement, and business growth. The role will focus on delivering an exceptional client experience while driving adoption and utilization of Transaction Banking solutions, including APIs, Host-to-Host (H2H), SWIFT FileAct, e-Banking, Cash Management, and Trade Finance products.

This role requires close collaboration with Relationship Managers, Product Managers, Operations, Technology, and regional teams to ensure successful implementation, high service standards, and long-term client satisfaction.

 

What you will be doing:

Client Onboarding & Implementation

  • Manage the end-to-end implementation and onboarding of Transaction Banking solutions for Corporate, Commercial Banking, Financial Institution, and Multinational clients.

  • Coordinate onboarding activities across Product, Operations, Technology, Compliance, Legal, and Relationship Management teams.

  • Develop implementation plans, project timelines, testing schedules, and migration strategies to ensure successful project delivery.

  • Facilitate solution setup, testing, user acceptance testing (UAT), channel activation, and production rollout.

  • Support multi-country and regional Transaction Banking implementations involving multiple stakeholders and jurisdictions.

  • Ensure all onboarding and implementation activities are completed within agreed timelines and service standards.

  • Conduct client implementation workshops and solution walkthroughs to facilitate successful onboarding and adoption.

  • Act as the primary implementation contact for clients, ERP vendors, treasury teams, and technology partners.

  • Coordinate testing, troubleshooting, issue resolution, and production migration activities.

  • Work closely with Technology teams to deliver seamless digital connectivity solutions and achieve successful client onboarding.

 

Post-Sales Client Service & Relationship Management

  • Serve as the primary service contact for assigned Transaction Banking clients following successful implementation.

  • Build and maintain strong client relationships through proactive engagement and regular service reviews.

  • Manage client inquiries, service requests, issue resolution, and escalations in a timely and professional manner.

  • Partner with Relationship Managers to identify opportunities for increased product utilization, wallet growth, and enhanced client engagement.

  • Coordinate with Operations, Product, Technology, and regional teams to resolve service issues and improve client experience.

  • Conduct periodic business and service reviews to understand evolving client requirements and identify opportunities for solution enhancement.

 

What we are looking for:

  • Bachelor's degree in Business Administration, Finance, Accounting, Information Technology, Computer Science, or a related discipline.

  • Minimum 6–10 years of relevant banking experience in Transaction Banking, Cash Management, Trade Finance, Client Service, Client Management, or Implementation Management.

  • Solid understanding of Transaction Banking products and services

  • Proven experience in managing end-to-end client onboarding and implementation projects.

  • Strong experience in post-sales client servicing, including service reviews, issue resolution, client retention, and relationship management.

  • Hands-on experience with API, Host-to-Host (H2H) connectivity, SWIFT FileAct solutions.

  • Strong understanding of implementation lifecycles, including solution design, testing, UAT, migration, and post-production support.

  • Demonstrated ability to manage multiple projects and client priorities simultaneously.

  • Strong stakeholder management skills, with the ability to collaborate effectively across Sales, Product, Operations, Technology, Compliance, and regional teams.

  • Excellent communication, presentation, project management, and client engagement skills.

  • Strong problem-solving and analytical capabilities, with the ability to identify root causes and drive resolution across multiple stakeholders.

  • Experience supporting multinational corporations, regional treasury centres, non-bank financial institutions (NBFIs), payment service providers (PSPs), or large corporate clients would be advantageous.

  • Familiarity with SWIFT messaging standards, ISO 20022, ERP integrations, and treasury management solutions would be an advantage.

  • Self-motivated, proactive, and capable of working independently in a fast-paced environment.

  • Strong client-centric mindset with a passion for delivering exceptional client experience and service excellence.

 

更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 企業銀行服務
僱用形式
  • 全職
教育程度
  • 學士

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