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Commercial Bank National Client Onboarding Executive - Managing Director

Chicago, IL, USA | Global Securities, Investment and Retail Banking Firm

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
    General Management
  • Experience:
    10-12 years
Job Description:
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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


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