Are you detail oriented? Enjoy working directly with clients? Put your skills to work in the Commercial Bank Client Onboarding team. 

As a Documentation Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced documentation team that work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving 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:

Lead a high-performance team to deliver client onboarding and documentation solutionsOversee research, creation, validation, and negotiation of client documentation for account openingInteract directly with clients to answer questions and minimize documentation requirementsCollaborate with internal partners to ensure a seamless onboarding experienceDrive process improvements and innovation opportunities within the teamResolve escalations promptly and effectivelyManage client and internal partner expectations, striving to exceed themDevelop subject matter expertise to meet evolving client needsUse metrics and data to drive team performance and resultsCoach and develop team members to achieve world-class talent standardsEmpower the team to own their roles and escalate issues when needed

Required Qualifications, Capabilities, and Skills:

Minimum 3 years management experienceExcellent verbal and written communication skillsProven experience running an operations teamStrong client focus and ability to partner with internal groupsExperience in financial servicesAbility to communicate and influence across diverse teams and marketsDemonstrated continuous improvement mindsetStrong risk and control orientationAptitude for operating in a fast-paced, dynamic environmentAbility to develop subject matter expertiseExperience identifying, coaching, and developing talent

 

Preferred Qualifications, Capabilities, and Skills:

Experience with client documentation processesEnthusiasm for learning new systems and proceduresFamiliarity with Commercial Banking products and servicesAbility to leverage critical thinking for customized client solutionsExperience managing escalations and resolving issuesCommitment to diversity and inclusionParticipation in innovation or transformation initiatives