Client Transition Team Lead

4 weeks ago

Chicago, Illinois, United States JPMorganChase Full time

Job Description
Lead a highly consultative team with our most complex Commercial banking Clients.
As a Client Transition Team lead within Commercial Banking, you will be responsible for leading a team who is driving and coordinating all aspects of complex treasury and banking services to ensure a best-in-class implementation experience is provided to clients in the Commercial Bank. Client Transition is a specialized implementation team that is provided to clients as an extra implementation resource and thought of as an extension of the client's staff.
The team assists with up-front solutioning of both domestic and international new business to the bank and driving complex, Treasury Services Implementations from end-to-end. The Client Transition Team Lead is responsible for leading and managing a highly skilled team of individuals that manage complex, treasury services implementations for domestic and international based clients. The Client Transition Team Leads are responsible for setting team strategy, partnering with internal functions (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 the team delivers.
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 and support client escalations effectively with a clear path to resolution.
  • Work with partners in Sales, Operations and Product to streamline processes and identify instances of business risk and show ownership of issues when they arise
  • Exhibit ownership of onboarding 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, capabilities, and skills

  • Comprehensive knowledge of Treasury Services for domestic and international Treasury Services
  • Strong background in technical integrations (file formats and connectivity)
  • 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 building teams

Preferred qualifications, capabilities, and skills

  • Bachelor of Arts/Bachelor of Science degree
  • Passion for learning new operating models, technologies, and industry trends
  • Accuracy and Attention to Detail
  • Ability to manage multiple priorities and effective prioritization of time

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 (40%) to visit clients and internal partners.
Please note this role is not eligible for employer immigration sponsorship.
About Us
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 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.
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 is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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