Team Lead - Global Solutions Onboarding

About the role

The Global Solutions Onboarding Team Lead is responsible for leading a team of onboarding professionals who deliver implementation, onboarding, and servicing support for complex Treasury Management solutions within the Strategic Global Solutions organization. This role serves as a people leader, subject matter expert, and escalation point, ensuring clients receive an exceptional onboarding experience while meeting operational, risk, service, and revenue objectives.

Responsibilities

• 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.
• Maintain adherence to regulatory, operational, and enterprise risk requirements.
• 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.

Requirements

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.

Qualifications

• Bachelor’s degree, or equivalent work experience.
• Typically five or more years of relevant experience.

Skills

• Subject matter expertise for complex treasury management solutions and onboarding practices.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law