Client Onboarding Lead

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.