Transaction Transition Manager
ASB Bank
Date: 1 day ago
City: Wellington, Wellington
Contract type: Full time
Kia ora, Talofa lava, Kia Orana, Malo e lelei, Fakalofa lahi atu, Bula Vinaka and Namaste!
In this role, you will manage all aspects of the transition and migration of transaction banking customers, ensuring that both the Division's and the Bank's business, profit, and client service objectives are met. You will follow ASB processes and procedures tailored to the project's size and risk profile. Your responsibilities will include working with customers to define project scope, products, and processes, preparing project plans and timelines, and monitoring progress throughout the project. You will also be responsible for action plans, task allocation, prioritization, tracking, and reporting to key stakeholders.
You will ensure that all internal and external stakeholders deliver on project key deliverables on time and to the required level, setting client expectations accordingly. Accurate project status reporting, including regular updates through Salesforce, will be a key part of your role. Additionally, you will support the implementation of FastNet Business, CMP, and other platforms or systems as required, providing training and support on complex and technical solutions to both internal and external parties.
Your role will also involve contributing to the generation of proposal documentation and delivering presentations to clients. You will lead and deliver the transition and onboarding process for all Transaction Banking clients, covering the development and implementation of transition project plans and client communication materials. You will be responsible for delivering on transition targets, leading material Transaction Banking transitions from pitch to relationship handover and coordinating deliverables across multiple teams and stakeholders to ensure good customer outcomes. Staying updated on new developments in customer trends and technology will be essential to your success in this role.
Ngā mea kia whai angitū ahau? | What do I need to be successful?
To Be Successful In This Role, You Will Need
In return, you will work for an organisation that places huge importance and focus on its people, where the sky is the limit for development and career opportunities. ASB is committed to fostering a culture where people are engaged, passionate and valued - living our values every day is integral to achieving our purpose.
In our diverse and accepting environment, our people grow their agile mind-set, learn, evolve, and utilise their skills, while being empowered to make decisions.
We offer flexible and supportive work environment; we help people grow and celebrate together. Be a part of the growth story that is ASB.
Me pēhea te tono | How to apply?
For more information on responsibilities and requirements see the attached position description, please note that all applications must be received via our careers site online.
If this role sounds like it might be the one for you then please click "apply"… we'd love to hear from you!
Successful candidates will be required to undertake several pre-employment checks which will include but are not limited to; Police Check, Credit Check, AML Compliance, Verification of your qualifications and may include checks both here in New Zealand and overseas.
In this role, you will manage all aspects of the transition and migration of transaction banking customers, ensuring that both the Division's and the Bank's business, profit, and client service objectives are met. You will follow ASB processes and procedures tailored to the project's size and risk profile. Your responsibilities will include working with customers to define project scope, products, and processes, preparing project plans and timelines, and monitoring progress throughout the project. You will also be responsible for action plans, task allocation, prioritization, tracking, and reporting to key stakeholders.
You will ensure that all internal and external stakeholders deliver on project key deliverables on time and to the required level, setting client expectations accordingly. Accurate project status reporting, including regular updates through Salesforce, will be a key part of your role. Additionally, you will support the implementation of FastNet Business, CMP, and other platforms or systems as required, providing training and support on complex and technical solutions to both internal and external parties.
Your role will also involve contributing to the generation of proposal documentation and delivering presentations to clients. You will lead and deliver the transition and onboarding process for all Transaction Banking clients, covering the development and implementation of transition project plans and client communication materials. You will be responsible for delivering on transition targets, leading material Transaction Banking transitions from pitch to relationship handover and coordinating deliverables across multiple teams and stakeholders to ensure good customer outcomes. Staying updated on new developments in customer trends and technology will be essential to your success in this role.
Ngā mea kia whai angitū ahau? | What do I need to be successful?
To Be Successful In This Role, You Will Need
- Proven experience in project management or general banking management, with a track record of building and maintaining client relationships.
- Thorough knowledge and understanding of Transaction Banking, including the operational requirements involved in delivering complex Transaction Banking solutions.
- A high level of attention to detail, the ability to prioritize and meet deadlines, and a proactive approach.
- Strong motivation and the ability to work effectively as part of a team.
- Excellent analytical and time management skills.
- Strong interpersonal and communication skills, both written and oral.
- Strong presentation skills.
In return, you will work for an organisation that places huge importance and focus on its people, where the sky is the limit for development and career opportunities. ASB is committed to fostering a culture where people are engaged, passionate and valued - living our values every day is integral to achieving our purpose.
In our diverse and accepting environment, our people grow their agile mind-set, learn, evolve, and utilise their skills, while being empowered to make decisions.
We offer flexible and supportive work environment; we help people grow and celebrate together. Be a part of the growth story that is ASB.
Me pēhea te tono | How to apply?
For more information on responsibilities and requirements see the attached position description, please note that all applications must be received via our careers site online.
If this role sounds like it might be the one for you then please click "apply"… we'd love to hear from you!
Successful candidates will be required to undertake several pre-employment checks which will include but are not limited to; Police Check, Credit Check, AML Compliance, Verification of your qualifications and may include checks both here in New Zealand and overseas.
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