Plano, TX, 75026, USA
7 hours ago
Client Documentation Team Lead
Are you detail oriented? Enjoy working directly with clients? Put your skills to work in the Commercial Bank Client Onboarding team. As a Documentation Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced documentation team that work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving 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:** + Lead a high-performance team to deliver client onboarding and documentation solutions + Oversee research, creation, validation, and negotiation of client documentation for account opening + Interact directly with clients to answer questions and minimize documentation requirements + Collaborate with internal partners to ensure a seamless onboarding experience + Drive process improvements and innovation opportunities within the team + Resolve escalations promptly and effectively + Manage client and internal partner expectations, striving to exceed them + Develop subject matter expertise to meet evolving client needs + Use metrics and data to drive team performance and results + Coach and develop team members to achieve world-class talent standards + Empower the team to own their roles and escalate issues when needed **Required Qualifications, Capabilities, and Skills:** + Minimum 3 years management experience + Excellent verbal and written communication skills + Proven experience running an operations team + Strong client focus and ability to partner with internal groups + Experience in financial services + Ability to communicate and influence across diverse teams and markets + Demonstrated continuous improvement mindset + Strong risk and control orientation + Aptitude for operating in a fast-paced, dynamic environment + Ability to develop subject matter expertise + Experience identifying, coaching, and developing talent **Preferred Qualifications, Capabilities, and Skills:** + Experience with client documentation processes + Enthusiasm for learning new systems and procedures + Familiarity with Commercial Banking products and services + Ability to leverage critical thinking for customized client solutions + Experience managing escalations and resolving issues + Commitment to diversity and inclusion + Participation in innovation or transformation initiatives JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
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