Plano, TX, USA
7 days ago
Global Corporate Banking Client Transition Team Lead

The Global Corporate Bank Client Onboarding group is responsible for driving and coordinating all aspects of the setup of cash management products and services for the clients.

The Client Transition Team will work directly with clients to seamlessly implement new products and create a competitive advantage for the organization. The team is charged to work with client coverage team to establish a platform for consultative discussions and execute complex Treasury solutions that support the client's business goals while growing and retaining revenue for the bank. 

As a Client Transition Consultant within the Commercial & Investment Bank, you will engage directly with clients to lead strategic discussions and execute solutions on behalf of the client that will enable them to develop greater automation within their treasury operations by leveraging in-house technology platforms, third party solutions, and integration with JPMorgan Chase.

Job Responsibilities:

Ensure team operates effectively by adhering to implementation methodology and policies and oversees employee team adherence to policy and proceduresExhibit ownership of the transition experience and client satisfaction and manage client and partner expectations and understandingMaintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talentBuild and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product ManagementFoster a culture of teamwork with partners and within the Implementation teamDevelop, scope and execute on internal initiatives as assignedUtilize management reports and metrics to ensure success in meeting the team’s objectivesThink and act strategically by defining and driving the direction of the businessDrive results by demonstrating a consistent track record factoring in adverse/risk control issues and manage issue reporting, risks, dependencies, and planning gaps to resolves issuesInnovate by staying abreast of trends and best practices and factors into approachDemonstrate values by promoting an inclusive work environment

Required qualifications, capabilities, and skills:

Undergraduate degree requiredDemonstrate success as a leader within a complex matrix environment: influential partner who can lead and mobilize internal and client technology functionsDemonstrate excellent executive skill set; strategic thinking, negotiation skills, verbal and written communication, time management, organizational, and influencing skillsDemonstrate strong oral and written presentation skills and ability to present to large groups and executive managementAbility to work independently and with all levels of the organization to facilitate the negotiation of critical technology matters on behalf of the client relationship teamExcellent verbal and written communications skillsStrong presentation and negotiating skillsExperience in risk awareness and skills to develop and ensure quality program set upsConvey a professional, knowledgeable and confident demeanor over the phoneProven team leadership and experience in coaching or mentoring other employeesDemonstrated ability to work in a team environment with the ability to manage conflict and mobilize internal resources

Preferred qualifications, capabilities, and skills

Project Management Professional or other Project Management CertificationsPrevious Client Facing Project Management/consulting experience Ability to provide quantifiable management reportingPassion for learning new operating models, technologies, and industry trends

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.  It may be different than what is listed on the requisition based on candidate experience

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