CB Cash Management Onboarding Team Lead

JPMorgan Chase Bank, N.A.
Full time Full day
Plano, TX
CB Client Onboarding Team Lead

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. JPMorgan Chase & Co.is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles, which include choices such as Flexible Work Arrangements, Fully paid parental leave time, health care insurance and retirement benefits

Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs

The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup of custom card and cash management services including working with key internal partners to ensure a best in class experience with our clients

The CBCO group is seeking an Onboarding Manager who will manage a team that provides project management support for the implementation of cash management products for our clients. The Implementation Manager will serve as a point of escalation for the team, ensure timely resolution of client implementation issues and be responsible for the overall success of the team by coaching and mentoring

Core Responsibilities:

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


  • Comprehensive knowledge of Treasury Services and/or Custom Card
  • BA/BS degree or 3-5 years of relevant experience
  • Minimum of 2 years of management 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 verbal, written, interpersonal and organizational skills
  • Excellent verbal and written communications skills
  • Strong presentation and negotiating skills
  • Strategic thinker with the ability to manage conflict
  • Demonstrated team building skills and ability to work in a team environment
  • Experienced in managing conflict and adapting to change

Preferred Qualifications:

  • Prior Management or Senior Project Management experience
  • MBA
  • Knowledge of the Risk and Control Self-Assessment framework and testing
  • Ability to provide quantifiable management reporting

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.

Equal Opportunity Employer/Disability/Veterans

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