Implementation Officer

CLIENT IMPLEMENTATION/TECHNICAL INTEGRATION OFFICER

BASIC FUNCTION:

The position is responsible for planning, leading, managing and implementing cash management solutions for customers, ensuring solutions are delivered professionally, efficiently and in a coordinated manner, whether onsite or remotely, in order to encourage utilization and, subsequently, the inflow of transactional business and revenues.

It is also accountable in the handling and processing of customer and product document, ensures security, and validates all received customer and products documents that were endorsed for implementation by Account Management. The position entails master and understanding of product implementation checklists.

DUTIES & RESPONSIBILITIES:

A. Financials

1.) Ensures alignment of team focus and goals with the agreed revenue targets for new deals for the assigned market segment.

2.) Ensures timely revenue realization based on agreed parameters.

B. Implementation and Project Management

1.) Efficient and timely delivery and deployment of Cash Management solutions within defined standards and turnaround to customers.

2.) Implements and monitors centralized and remote implementation of CMS products and solutions.

3.) Liaises and coordinates with internal units of the Bank (i.e. Account Management, Solutions Management, Product Management, Fulfillment, Cash Hub, Operations, NSRD, TPD, BBG-IS, branches etc.) to deliver client requirements.

4.) Identifies problems and potential delays and elevates to the handling Account Manager, the Implementation Head and, as necessary, the stakeholder partner (IBG Relationship Manager/ Account Officer or BBG Branch/ Marketing Officer) for proper coordination and resolution.

5.) Reviewing and managing the implementation progress directly with customers and other stakeholders.

6.) Regularly update in a complete and timely manner the deal implementation progress of assigned products and services in the official platform CMS Productivity Tool.

7.) Provides continuous feedback through interaction with customers on product features and functionalities to enhance product marketability.

8.) Being involved and actively participating in Users Acceptance Tests (UAT), Product Verification Tests (PVT) and Pilot Tests, as needed.

9.) By identifying additional business acquisition opportunities and reengineering suggestions for CMS relationships at an appropriate level through regular customer contact while ensuring continued high levels of customer satisfaction.

10.) Suggests and implements improvements to current processes and support team initiatives.

TBG-CMS Client Implementation 2 Client Implementation Admin and Technical Officer (JAM to Manager)

C. Client Technical Integration

1.) Collaborates with Account Management and Product Management to propagate excellent

Execution to fulfill customer commitments.

2.) Develops and maintains tools for client integration and system interface.

3.) Develops and maintains tools that support centralized and remote implementation.

D. Administrative and Reportorial Requirements

1.) Conducts product implementation process updates to the team, initiative improvements and product refresher courses as necessary.

2.) Accomplish and timely submits client Voice of Customer (VOC) sign-off sheet and call report to the Client Implementation Head after a client visit.

3.) Abides by the Bank’s policies on the usage of Employee Self-service, leave availment, and ensures submission of timesheet and leave forms in a timely manner.

4.) Performs other related functions that may be assigned from time to time.

5.) Highly observes the Bank Secrecy Law and other BSP rulings on the Bank-Client relationship.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 21879