1+ months

Commercial Bank National Client Onboarding Executive - Managing Director

Chicago, IL 60602
  • Job Code

Commercial Bank National Client Onboarding Executive - Managing Director

Req #: 190030570
Location: Chicago, IL, US
Job Category: Project Management
Potential Referral Amount: US Dollar (USD)

CB Client Onboarding -Managing Director; National Onboarding Executive


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 with periodic work from home and non-standard business hours, fully paid parental leave time, health care insurance and retirement benefits.


Commercial Banking (CB) 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 CB to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. The Commercial Bank Client Onboarding (CBCO) implementations group is responsible for owning, driving, and coordinating all aspects pertaining to the setup of cash management products and services for Commercial Bank clients.  


The CBCO CBI (Commercial Bank Implementations) organization is seeking a strategic, dynamic leader for the US based onboarding organization. The national onboarding managing director is responsible for the overall execution of the organization’s goals as well as delivering on the organization’s commitments to clients and partners. 


Core Responsibilities:

  • Management oversight of the organization (approximately 140 employees) consisting of Regional Onboarding Executives, VP Onboarding managers, and their teams of Onboarding Specialists at the VP and Associate level. Regional teams are responsible for the project management and execution oversight of treasury cash management solutions for both new and existing US based clients.

  • Develop and maintain key partnerships with sales, banking, product partners, client service, and treasury operations.

  • Maintain a strong risk and control environment which aligns with the firms control agenda.

  • Create and drive strategic enhancements focused on improving the client onboarding experience, while improving the team’s efficiency.

  • Recruit and maintain a strong team of talent; develop new ways to grow and develop the team.

  • Stay abreast of industry and competitor trends and work with strategy teams to continue to improve the overall client delivery.

  • Oversee the management and evolution of key KPIs; provide regular executive management updates to partners and senior management.

  • Represent the Commercial Client Onboarding Organization in cross functional working groups.

  • Minimum of 10 years management experience; exceptional leadership qualities.
  • Established track record of ability to attract, develop and retain talent.

  • Excellent interpersonal, influencing, communication and partnership skills.

  • Ability to manage conflict and drive solutions; ability to mobilize internal resources.

  • Strong strategic and proven ability to execute change a change agenda.
  • BA/BS degree required.
  • Travel approximately 30% (teams located in 4 markets, with Chicago and Dallas primary). 

  • Preferred locations: Chicago or Dallas

Keyword: consumer%20banking


Posted: 2019-05-15 Expires: 2019-09-11

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Commercial Bank National Client Onboarding Executive - Managing Director

JPMorgan Chase & Co.
Chicago, IL 60602

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