JPMorgan New Client Engagement Manager 

United States, Ohio, Columbus 

456834339

Job Responsibilities

• Lead and manage a team of New Client Engagement Specialists, ensuring they deliver outstanding service and meet performance targets.
• Oversee the onboarding process, ensuring new clients are introduced to Chase Business Online and other digital platforms effectively.
• Foster strong collaborative relationships with the branch Small Business Specialists (SBS) and Business Relationship Managers (BRM)/Business Solutions Bankers (BSB) to ensure seamless client transitions.
• Continuously evaluate and improve onboarding and introduction processes to enhance client satisfaction and operational efficiency.
• Provide training and development opportunities for team members to enhance their skills and knowledge. Monitors staff performance provides appropriate coaching, recognition, and feedback.
• Builds a strong people pipeline and supports career growth and development. Engages with inclusion and integrity with both internal and external constituents.
• Thinks strategically and presents suggestions to evolve the business.
• Protects the firm by ensuring compliance with all policies, procedures and regulatory requirements, applying sound risk management protocols. Takes ownership of escalated new client issues and leverages the appropriate resources to champion results.

Required Qualifications, Capabilities and Skills

• Minimum 5 years of experience in a client facing role, with at least 2 years in a leadership position.
• Strong knowledge of cash management and Business Banking products/solutions.
• Proven ability to prioritize tasks and manage time effectively to achieve business objectives. Ability to work independently and collaboratively in a fast-paced environment
• Excellent communication skills, both written and oral, with a professional demeanor.
• Ability to create, drive and manage process and controls.

Preferred qualifications, capabilities and skills

• Business Acumen - Experience in workflow management and process optimization.
• Relationship Building - Strong relationship-building skills with a client-focused approach. Ability to influence those outside of direct management control.
• Problem Solving - Innovative mindset with a passion for finding new solutions to challenges.
• Leadership and Support – Ability to direct and guide a team to accomplish objectives. Ability to provide strong leadership across a team, provide business guidance and support.
• Performance Measurement - Ability to manage and direct staff and deliver all facets of performance management (coaching, career mobility, reviews, action plans, etc.) Guides and directs team to meet or exceed performance targets. Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks.