Commercial Real Estate Client Onboarding Lead
Company: JPMorgan Chase & Co.
Location: Plano
Posted on: April 1, 2026
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Job Description:
Description Lead a team of five (5) to ten (10) Client
Onboarding professionals who own our Client’s Treasury Product
Onboarding experience end to end! As a Client Onboarding Team Lead
within the Commercial Bank, you will be responsible for leading and
managing an experienced onboarding team that implements Treasury
Products and Services. Client Onboarding Leads are responsible for
setting team strategy, partnering with internal functions including
sales, product and service, and continually improving the
implementation processes and client experience. You will gather and
provide data and feedback to internal business partners and ensure
project management tools are developed and published. Job
Responsibilities Ensure team operates effectively by adhering to
implementation methodology and policies; manage team capacity and
proactively manage expenses Maintain a client first culture among
the team through open dialogue, encouragement of feedback and
attracting and/or retaining superior talent Manage client and
partner expectations and understanding throughout the
implementation process Manage team performance through coaching and
development of individuals. Support client escalations effectively
with a clear path to resolution. Work with partners in Operations
and Product Management to streamline processes Identify instances
of business risk and show ownership of issues when they arise
Exhibit ownership of on-boarding experience and client satisfaction
Foster a culture of teamwork by building and maintaining strong
relationships with key partners in Relationship Management, Sales,
Service, Operations and Product Management Develop, scope and
execute on internal initiatives as assigned and provide diligent
awareness of business risk and ownership of issues when they arise
Utilize management reports and metrics to ensure success in meeting
the team’s objectives and overseeing employee team adherence to
policy and procedures Required qualifications, skills and
capabilities Comprehensive knowledge of Treasury Products and
Services Bachelor of Arts /Bachelor of Science degree and 6 years
of relevant experience Experience in coaching or mentoring
employees and proven ability to successfully manage conflict
Experience in risk awareness and skills to develop and ensure
quality program set ups Excellent interpersonal, organizational,
verbal and written communications along with strong presentation
and negotiating skills Strategic thinking with the ability to adapt
to change Demonstrated team building skills and ability to work in
a team environment along with experience in managing conflict and
adapting to change Comfort in using technology such as WebEx, Zoom
and other collaboration tools for enhanced client discussions
Microsoft Office Suite experience and Project Management, Payments
and Receivables experience or eagerness to learn Preferred
qualifications, skills and capabilities MBA PMP or other Project
Management Certifications Ability to provide quantifiable
management reporting Previous management experience Joining our
diverse and innovative global organization will provide you with
endless opportunities for career and personal growth. Become a part
of our many Business Resource Groups, employees who come together
on topics such as ethnicity, gender, age, accessibility, special
interests and more Help the community through expansive volunteer
opportunities Join one of our focus groups aimed at Innovation and
Transformation, creating the future experience for our clients and
employees Final Job Grade and officer title will be determined at
time of offer and may differ from this posting. Some travel
required (20%) to visit clients and internal partners. Please note
this role is not eligible for employer immigration sponsorship.
Keywords: JPMorgan Chase & Co., Carrollton , Commercial Real Estate Client Onboarding Lead, Accounting, Auditing , Plano, Texas
