Team Lead – Global Solutions Onboarding

• Lead, coach, and develop a team of onboarding specialists and implementation professionals.
• Establish clear performance expectations and promote a culture of accountability, collaboration, and client focus.
• Conduct regular coaching sessions, performance reviews, and career development planning.
• Support workforce planning, capacity management, recruiting, onboarding, and training activities.
• Foster employee engagement and inclusion while encouraging continuous learning and knowledge sharing.
• Oversee end-to-end onboarding activities for global treasury and strategic treasury management solutions.
• Ensure successful implementation of complex client configurations, integrations, and servicing requests.
• Act as an escalation point for high-priority or at‑risk implementations.
• Monitor project milestones, service level agreements, and client commitments to ensure successful delivery.
• Drive proactive communication with clients and internal partners throughout the implementation lifecycle.
• Champion a best‑in‑class client onboarding experience.
• Partner with Sales, Treasury Management Consultants, Relationship Managers, and Product teams to support client retention and growth.
• Develop strategies to improve onboarding effectiveness, reduce client effort, and increase client satisfaction.
• Participate in client meetings as needed for strategic or complex relationships.
• Monitor team performance metrics, productivity, quality, and service levels.
• Identify trends, bottlenecks, and opportunities for process improvement.
• Lead initiatives focused on automation, standardization, and efficiency gains.
• Ensure execution of procedures, controls, and operational standards.
• Support implementation of new products, services, and strategic initiatives.
• Maintain adherence to regulatory, operational, and enterprise risk requirements.
• Ensure proper execution of controls, approvals, documentation, and audit requirements.
• Identify and address risks that may impact clients, employees, or operational performance.
• Partner with Risk, Compliance, and Audit teams to support reviews and remediation efforts.
• Collaborate with Product Management, Operations, Technology, Client Connectivity, Treasury Servicing, and other TCOS teams.
• Support enterprise projects impacting onboarding processes, client experiences, or treasury products.
• Represent the Global Solutions Onboarding team in leadership forums and strategic initiatives.
• Provide subject matter expertise for complex treasury management solutions and onboarding practices.

• Bachelor’s degree, or equivalent work experience
• Typically five or more years of relevant experience
• Thorough knowledge of operational functions, systems, procedures, various products and services supported by the assigned area including Swift connectivity, Foreign Currency Accounts, and Canadian Treasury Services
• Understanding of applicable Federal and State laws and regulations
• Thorough knowledge of applicable products, programs, financial analysis and related documentation as applicable
• Good organizational, managerial and project management skills
• Well-developed customer relations skills
• Excellent interpersonal and verbal and written communication skills
• Excellent supervisory and management skills
• Ability to manage multiple tasks

Demonstrates expertise in leading onboarding teams and implementing complex treasury management solutions while ensuring adherence to regulatory requirements and enhancing client satisfaction. Proven ability to drive process improvements and foster a culture of accountability and collaboration.

• Team Leadership
• Client Onboarding Experience
• Project Management
• Regulatory Compliance
• Treasury Management Solutions

• Operational Functions
• Project Management Skills
• Financial Analysis
• Swift Connectivity
• Foreign Currency Accounts
• Canadian Treasury Services
• Performance Metrics Monitoring
• Process Improvement
• Client Configuration Implementation
• Automation Initiatives

• Interpersonal Skills
• Communication Skills
• Organizational Skills
• Managerial Skills
• Customer Relations Skills

• Treasury Management
• Client Retention
• Capacity Management
• Employee Engagement
• Risk Management
• Audit Requirements
• Service Level Agreements
• Continuous Learning
• Knowledge Sharing
• Collaboration