Implementation Specialist

Permanent contract|New York|Corporate & Investment banking

Implementation Specialist

New York, United States Permanent contract Corporate & Investment banking


Assist the Global Transaction & Payment Services (GTPS) Sales team with the on-boarding on new/existing client relationships, including but not limited to:

  • Act as a dedicated IS with the client, sales/ FO team, Product Management, GLBA bankers, credit, risk and other business partners within Societe Generale

  • Creates and maintains support documentation along with a bespoke project plan to ensure implementation of a new deal occurs in line with time, budget and quality expectations

  • Manages and develops the implementation functions and on-boarding responsibilities in line with the Local and/or Regional implementation standards

  • Creates and maintains required documentation/manuals to work towards standardizing implementation processes.

  • Seeks ongoing improvements to the complex implementation processes especially cross border deals

  • Ensure Credit/Risk recommendations, Compliance, KYC Procedures and other GTPS Procedures Guidelines / Manuals are implemented and adhered to

  • Supports Sales and RMs (when required) during the bidding process

  • Develop a close relationship with customer throughout the pre, mid and post implementation stages

  • Coordinate and impulse the tasks from the different stakeholders to ensure a smooth progression of the implementation project.

  • Work with client and SG product partners in obtaining all necessary support documentation and ensure pricing is in line with standards

  • Support the electronic banking product as necessary, including the initial setup of the contract and creation of new administrators, in line with what has been agreed with the client

  • Some travel and client visits with GTPS Sales and/or GLBA bankers when appropriate

  • Other responsibilities can be assigned

Profile required


  • Bachelor’s Degree in Finance, Banking or relevant field (MS/MBA a plus)

  • Six Sigma – Project Management Professional (PMP) accreditation (not required but a plus)

  • A Member of the Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (not required but a plus)

  • Strong Transaction Banking background with at least 4 years of project management and client service experience with large companies (>$1bn sales) – able to navigate through a complex global organization and deal with senior management

  • Proven ability to build and develop relationships with clients – a strong internal network will be critical to success

  • Highly self-motivated to work independently and proactive approach with clients and on broad based teams that cross Lines of Business

  • Broad financial services product knowledge across US and International cash management, Trade Products (including Commercial and Standby LC's), Operations/ Funds Control and FX

  • Excellent verbal, presentation, written communication skills

  • Able to work well under pressure and handling complex situations and ‘think out of the box’

  • Superb attention to detail and time management skills

  • Comfortable working in an environment that is evolving and subject to change

  • Understanding of Compliance and KYC processes

  • Strong Microsoft office. Project Management skills including Excel and PowerPoint

  • Technical skills to help clients on host to host solutions. Not required but would help when working with the international implementation teams in Paris on SwiftNet offers, etc.

Business insight

Employees should understand the institution’s approach to risk management and their respective roles in supporting a strong risk culture, as outlined in the SGUS Operations Enterprise Risk Management Framework. At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Société Générale is committed to strengthening bonds with colleagues, communities and the world in which we live, because relationships are at the heart of how we operate.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 220000KW
Entity: SG CIB
Starting date: 2022/02/21
Publication date: 2022/01/06