Cb Client Onboarding - Onboarding Team Lead

Role Summary

The Client Implementations team is responsible for driving and coordinating all aspects of the setup of custom Treasury and Banking services to ensure a best-in-class experience with our clients. Lead a team of Project Managers that provide support for the implementation of Treasury and Banking products and services. Gather and provide data and feedback to internal business partners and ensure project management tools are developed and published. Assist in the training and roll out of the product to the clients.

Job Responsibilities

• Ensure team operates effectively by adhering to implementation methodology and policies
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Oversee employee team adherence to policy and procedures
• Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
• Diligent awareness of business risk and ownership of issues when they arise (this is new)
• Develop, scope and execute on internal initiatives as assigned
• Manage client and partner expectations and understanding
• Manage team capacity and proactively manage expenses
• Utilize management reports and metrics to ensure success in meeting the team's objectives
• Some Travel required (20%) to visit clients and internal partners
• Exhibit ownership of on-boarding experience and client satisfaction
• Foster a culture of teamwork with partners and within the Implementation team
• Work with partners in Operations and Product Management to streamline processes

Ultimately, you'll be expected to lead, grow and develop a Client Onboarding Team. This includes:

• Support client escalations effectively with a clear path to resolution
• Build relationships across the organization which promote a client centric organization
• Communicate and leverage business knowledge with technical expertise to challenge assumptions around operating models
• Work closely with product teams to lead successful pilot rollouts
• Stay up to date with the launch of new digital and mixed payable products. Take an active role in insuring core team is trained and educated on the implementation process.
• Manage internal partner expectations with a continued drive to exceed expectations
• Deliver on the firm's initiatives through coordinated initiatives and processes which support business plans
• Manage team performance through coaching and development of individuals

Required Qualifications, Skills And Capabilities

• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Excellent verbal and written communications skills
• Bachelor of Arts /Bachelor of Science degree and 6+ years of relevant experience
• Strategic thinker with the ability to manage conflict
• Strong presentation and negotiating skills
• Demonstrated team building skills and ability to work in a team environment
• Excellent verbal, written, interpersonal and organizational skills
• Experience in risk awareness and skills to develop and ensure quality program set ups
• Experienced in managing conflict and adapting to change
• Comprehensive knowledge of Treasury Services and/or Custom Card

Preferred Qualifications

• MBA
• Knowledge of the Risk and Control Self-Assessment framework and testing
• 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.

• Help the community through expansive volunteer opportunities
• Some travel may be required to support various clients and coverage team
• 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
• 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.*

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 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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans