ICBA Onboarding Team Lead

BarclaysWhippany, NJ
8d$70,000 - $135,000Onsite

About The Position

Purpose of the role To manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. Accountabilities Identification of trends and opportunities to improve areas and develop new process and procedures through the monitoring and analysis of operation data and performance metrices. Management of operations for a business area and promote efficient processes, risk management and compliance initiatives to support the bank's operations. Collaboration with internal stakeholders (including business leaders, project manager and SMEs) and external stakeholders (including vendors and service providers) to support business operations and promote alignment with the bank's objectives and SLAs. Management of operational professionals and provide guidance, coaching and support to improve colleagues' delivery quality. Management and development of KPIs to measure the effectiveness of operation functions, utilising data and technology to support the identification of areas that require improvement. Compliance with all regulatory requirements and internal policies related to customer experience. Creation of a safe environment for colleagues to speak up, actively and regularly encourage and solicit feedback to ensure people agenda remains focused on the right areas. Management of attrition by working closely with HR in implementing retention initiatives for work force. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave. Drive Success Through Onboarding Leadership – Guide teams, set clear goals, and create an environment where people thrive – As ICBA Onboarding Team Lead, you will guide and project‑manage a team delivering multi-faceted onboarding tasks that impact the wider business function. Leveraging your professional knowledge, you’ll set clear targets, coach colleagues to achieve them, and appraise performance to drive excellence and reward outcomes. In this oversight role, you’ll be expected to demonstrate Barclays’ people leadership behaviors, creating an environment where colleagues can thrive, collaborate, and consistently deliver to the highest standard.

Requirements

  • Experience in KYC/AML, onboarding, or client lifecycle operations within financial services
  • Ample knowledge of sponsor structures, intermediary oversight, and regulatory frameworks (BSA, Patriot Act, FinCEN CDD)
  • Experience overseeing high-volume onboarding and leading cross-functional teams
  • Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms.

Nice To Haves

  • Customer service
  • Microsoft applications
  • Good communications skills

Responsibilities

  • Manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators.
  • Identification of trends and opportunities to improve areas and develop new process and procedures through the monitoring and analysis of operation data and performance metrices.
  • Management of operations for a business area and promote efficient processes, risk management and compliance initiatives to support the bank's operations.
  • Collaboration with internal stakeholders (including business leaders, project manager and SMEs) and external stakeholders (including vendors and service providers) to support business operations and promote alignment with the bank's objectives and SLAs.
  • Management of operational professionals and provide guidance, coaching and support to improve colleagues' delivery quality.
  • Management and development of KPIs to measure the effectiveness of operation functions, utilising data and technology to support the identification of areas that require improvement.
  • Compliance with all regulatory requirements and internal policies related to customer experience.
  • Creation of a safe environment for colleagues to speak up, actively and regularly encourage and solicit feedback to ensure people agenda remains focused on the right areas.
  • Management of attrition by working closely with HR in implementing retention initiatives for work force.
  • Advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.
  • Collaborate closely with other functions/ business divisions.
  • Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.
  • Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
  • Lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.
  • Identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
  • Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
  • Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
  • Take ownership for managing risk and strengthening controls in relation to the work done.
  • Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
  • Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
  • Communicate complex information.
  • Influence or convince stakeholders to achieve outcomes.
  • Guide teams, set clear goals, and create an environment where people thrive
  • Guide and project‑manage a team delivering multi-faceted onboarding tasks that impact the wider business function.
  • Leverage professional knowledge, set clear targets, coach colleagues to achieve them, and appraise performance to drive excellence and reward outcomes.
  • Demonstrate Barclays’ people leadership behaviors, creating an environment where colleagues can thrive, collaborate, and consistently deliver to the highest standard.

Benefits

  • Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances.
  • This position is eligible for an incentive award.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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