Chase Bank

Client Onboarding - Vice President

Chase Bank

Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Chase Bank, where we are committed to providing exceptional financial services to our clients. We are currently seeking a driven and experienced individual to join our team as the Vice President of Client Onboarding. In this role, you will be responsible for leading a team in ensuring a smooth and efficient onboarding process for our clients. We are looking for someone who is detail-oriented, customer-focused, and has a strong understanding of the banking industry. If you are passionate about delivering exceptional service and have a proven track record in client onboarding, we would love to hear from you.

  1. Oversee the client onboarding process and ensure it is efficient and effective for all new clients.
  2. Lead and manage a team of client onboarding specialists, providing guidance and support to ensure a high level of performance.
  3. Develop and implement strategies to improve the client onboarding process and enhance the overall client experience.
  4. Establish and maintain strong relationships with clients to understand their needs and ensure their satisfaction with the onboarding process.
  5. Collaborate with other departments, such as sales and operations, to ensure a seamless transition for clients.
  6. Stay up-to-date on industry trends and regulations to ensure compliance with all relevant policies and procedures.
  7. Train and onboard new team members, providing them with the necessary tools and resources to succeed in their roles.
  8. Monitor and analyze client onboarding metrics to identify areas for improvement and make recommendations for process enhancements.
  9. Develop and maintain standard operating procedures for the client onboarding process.
  10. Act as a liaison between clients and internal departments to resolve any issues or concerns that may arise during the onboarding process.
  11. Continuously strive to improve the overall client experience by implementing new processes and procedures.
  12. Collaborate with senior management to set goals and targets for the client onboarding team and monitor their progress.
  13. Serve as a subject matter expert on the onboarding process, providing guidance and support to other departments as needed.
  14. Conduct regular performance evaluations and provide feedback and coaching to team members to ensure their professional growth and development.
  15. Ensure all client information is accurately and securely collected and stored.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Strong Relationships With Clients And Internal Stakeholders.

  • Minimum Of 10 Years Experience In Client Onboarding And Relationship Management, Preferably In The Banking Industry.

  • Strong Leadership Skills And Experience Managing A Team.

  • In-Depth Knowledge Of Regulatory Requirements And Compliance Standards Related To Client Onboarding.

Required Skills
  • Financial Analysis

  • Process Improvement

  • Communication Skills

  • Project Management

  • Data Analysis

  • Cross-Functional

  • customer service

  • Relationship Management

  • Compliance Knowledge

  • Team Leadership

  • Risk assessment

  • Sales Strategy

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Time-Management

Compensation

According to JobzMall, the average salary range for a Client Onboarding - Vice President in Boston, MA, USA is $153,000 - $194,000 per year. This may vary depending on factors such as years of experience, specific job responsibilities, and the employer's industry and size.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 1st, 2024
Apply BeforeSeptember 18th, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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