Lead a team of five (5) to ten (10) Client Onboarding professionals who own our Client's Treasury Product Onboarding experience end to end!As a Client Onboarding Team Lead you will be responsible for leading and managing an experienced onboarding team that implements Treasury Products and Services. Client Onboarding Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving the implementation processes and client experience. You will gather and provide data and feedback to internal business partners and ensure project management tools are developed and published.Job Responsibilities
Ensure team operates effectively by adhering to implementation methodology and policies; manage team capacity and proactively manage expenses
Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
Manage client and partner expectations and understanding throughout the implementation process
Manage team performance through coaching and development of individuals.
Support client escalations effectively with a clear path to resolution.
Work with partners in Operations and Product Management to streamline processes
Identify instances of business risk and show ownership of issues when they arise
Exhibit ownership of on-boarding experience and client satisfaction
Foster a culture of teamwork by building and maintaining strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
Develop, scope and execute on internal initiatives as assigned and provide diligent awareness of business risk and ownership of issues when they arise
Utilize management reports and metrics to ensure success in meeting the team's objectives and overseeing employee team adherence to policy and procedures
Required qualifications, skills and capabilities
Comprehensive knowledge of Treasury Products and Services
Bachelor of Arts /Bachelor of Science degree and 6+ years of relevant experience
Experience in coaching or mentoring employees and proven ability to successfully manage conflict
Experience in risk awareness and skills to develop and ensure quality program set ups
Excellent interpersonal, organizational, verbal and written communications along with strong presentation and negotiating skills
Strategic thinking with the ability to adapt to change
Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
Microsoft Office Suite experience and Project Management, Payments and Receivables experience or eagerness to learn
Preferred Qualifications
MBA
PMP or other Project Management Certifications
Ability to provide quantifiable management reporting
Previous management experience
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
Help the community through expansive volunteer opportunities
Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.Some travel required (20%) to visit clients and internal partners.Please note this role is not eligible for employer immigration sponsorship.JPMorgan Chase & Co., 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 recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.JPMorgan Chase is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalaryIrvine,CA $95,500.00 - $153,000.00 / year; Palo Alto,CA $107,350.00 - $171,000.00 / year; San Francisco,CA $107,350.00 - $171,000.00 / year
