New Client Engagement Manager

Job Description
Are you a dynamic professional with a passion for leading a successful client facing team? As a New Client Engagement Manager you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our Business Banking customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence for not only our clients, but our internal partners as well.
As a New Client Engagement Manager in Business Banking, you will be tasked with leading and growing a team responsible for overseeing the onboarding process and ensuring an exceptional client experience for new Business Banking clients. You will play a pivotal role in making sure we are learning more about our Business Banking clients, placing the client successfully within Business Banking's coverage model, and introducing the client to Chase Business Online, our digital platform. You will be an integral part of the business development process and serve as a partner to both the branches and the Business Banking field team.
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.

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.