Client Documentation Team Lead
Client Documentation Team Lead
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Job Description
Are you detail orientedEnjoy working directly with clientsPut your skills to work in the Commercial Bank Client Onboarding team.
As a Documentation Team Lead within the Commercial Bankyou will be responsible for leading and managing an experienced documentation team thatwork with external clients internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client 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 solutions
- Oversee research creation validation and negotiation of client documentation for account opening
- Interact directly with clients to answer questions and minimize documentation requirements
- Collaborate with internal partners to ensure a seamless onboarding experience
- Drive process improvements and innovation opportunities within the team
- Resolve escalations promptly and effectively
- Manage client and internal partner expectations striving to exceed them
- Develop subject matter expertise to meet evolving client needs
- Use metrics and data to drive team performance and results
- Coach and develop team members to achieve world-class talent standards
- Empower the team to own their roles and escalate issues when needed
Required Qualifications Capabilities and Skills:
- Minimum 3 years management experience
- Excellent verbal and written communication skills
- Proven experience running an operations team
- Strong client focus and ability to partner with internal groups
- Experience in financial services
- Ability to communicate and influence across diverse teams and markets
- Demonstrated continuous improvement mindset
- Strong risk and control orientation
- Aptitude for operating in a fast-paced dynamic environment
- Ability to develop subject matter expertise
- Experience identifying coaching and developing talent
Preferred Qualifications Capabilities and Skills:
- Experience with client documentation processes
- Enthusiasm for learning new systems and procedures
- Familiarity with Commercial Banking products and services
- Ability to leverage critical thinking for customized client solutions
- Experience managing escalations and resolving issues
- Commitment to diversity and inclusion
- Participation in innovation or transformation initiatives
Employment Type
Full-Time
