Merchant Services Onboarding Lead Associate jobs in United States
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Chase ยท 1 day ago

Merchant Services Onboarding Lead Associate

Chase is a leading financial institution offering innovative financial solutions. The Merchant Services Onboarding Lead Associate will drive the implementation of Merchant Services accounts, shape team strategy, enhance client experiences, and collaborate with internal partners to streamline onboarding processes.

BankingFinancial Services

Responsibilities

Lead the onboarding team in implementing Merchant Services accounts, ensuring adherence to established methodologies and policies
Foster a client-centric culture within the team, managing client and partner expectations throughout the onboarding process
Utilize advanced risk management skills to identify potential business risks, taking ownership and providing solutions when issues arise
Collaborate with Operations and Product Management to streamline onboarding processes, enhancing the client experience and operational efficiency
Drive team performance through individual coaching and development, fostering a culture of teamwork and continuous improvement

Qualification

Risk managementStrategic planningTeam leadershipData literacyStakeholder managementChange managementPresentation skillsProject managementMentoring

Required

5+ years of experience in leading and managing teams in a financial services environment, with a focus on client onboarding or treasury services
Demonstrated expertise in risk management, with a track record of making sound decisions in line with firm-wide risk management practices and policies
Proven ability to influence and establish credibility with stakeholders, with a history of driving mutually beneficial outcomes
Advanced proficiency in strategic planning, with experience in defining organizational direction and making resource allocation decisions
Strong data and tech literacy, with the ability to interpret models, analyze data, and communicate meaningful insights to drive impact

Preferred

Manage change initiatives to ensure smooth transitions and adoption of new onboarding processes
Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders
Oversee project management activities to ensure timely and successful client onboarding
Mentor team members to support their development and promote best practices in client onboarding
Maintain anti-fraud awareness to safeguard the onboarding process against potential threats

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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