Client Onboarding Lead - Incremental Implementation

Job Description

Step into a leadership role as a Client Onboarding Team Lead within our Commercial Bank, where you'll drive the success of an experienced team dedicated to implementing Treasury Products and Services. You'll have the opportunity to shape team strategy, enhance client experiences, and collaborate with key internal partners to streamline processes and ensure seamless onboarding. With a focus on fostering a client-first culture and developing top talent, this role offers a dynamic environment for strategic thinkers ready to make a significant impact. Join us and be part of a global organization that values diversity, innovation, and community engagement, offering endless opportunities for career and personal growth.

 

As an Onboarding Lead within Commercial & Investment Bank, you will be at the helm of an experienced team, driving the implementation of Treasury Products and Services. Your role is pivotal in shaping team strategy, enhancing the onboarding process, and elevating the client experience as they transition to the Chase banking platform. You will leverage your advanced risk management skills to ensure the integrity of our operations, while your proficiency in data and tech literacy will enable you to provide insightful feedback to our internal business partners. Your advanced proficiency in strategic planning, critical thinking, and stakeholder management will be key in making impactful decisions that resonate beyond the short-term. As a VP, you will be expected to exercise considerable judgment, manage a diverse team, and be accountable for the quality and professionalism of service delivery within your area of responsibility. 

 

Job responsibilities 

• Lead the onboarding team in implementing Treasury Products and Services, ensuring adherence to established methodologies and policies. 
• Foster a client-centric culture within the team, managing client and partner expectations throughout the onboarding process. 
• Utilize advanced risk management skills to identify potential business risks, taking ownership and providing solutions when issues arise. 
• Collaborate with Operations and Product Management to streamline onboarding processes, enhancing the client experience and operational efficiency. 
• Drive team performance through individual coaching and development, fostering a culture of teamwork and continuous improvement

 

Required qualifications, capabilities and skills

• 7+ years of experience in leading and managing teams in a financial services environment, with a focus on client onboarding or treasury services. 
• Demonstrated expertise in risk management, with a track record of making sound decisions in line with firm-wide risk management practices and policies. 
• Proven ability to influence and establish credibility with stakeholders, with a history of driving mutually beneficial outcomes. 
• Advanced proficiency in strategic planning, with experience in defining organizational direction and making resource allocation decisions. 
• Strong data and tech literacy, with the ability to interpret models, analyze data, and communicate meaningful insights to drive impact. 

 

Preferred qualifications, capabilities and skills

• Manage change initiatives to ensure smooth transitions and adoption of new onboarding processes. 
• Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders. 
• Oversee project management activities to ensure timely and successful client onboarding. 
• Mentor team members to support their development and promote best practices in client onboarding. 
• Maintain anti-fraud awareness to safeguard the onboarding process against potential threats. 
• Implement cybersecurity measures to protect client data during the onboarding process. 

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.