Bulge Bracket Investment Banks

Posted 4 days ago

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**Divisional Lead | Chase | EDINBURGH** Lead cross-functional teams supporting Consumer Banking and Personal Investing journeys. Role involves improving operational excellence, enhancing customer and colleague experience, and fostering an inclusive culture. - **Key Responsibilities:** Model exceptional customer service, drive team cohesion, identify business needs, optimize customer/employee experience, and deliver against operational KPIs while supporting team wellbeing. - **Required Skills:** End-to-end people leadership, workforce planning, coach-first leadership, culture and engagement focus, customer and colleague experience understanding, and clear communication. - **Qualifications:** Banking/financial services expertise, time management, project delivery, banking experience, contact centre experience, and digital fluency. - **Experience:** Senior leadership role in a relevant domain. - **Keywords:** Divisional Lead, Chase, Consumer Banking, Personal Investing, Cross-functional Teams, Operational Excellence, Customer Experience, Inclusive Culture, Leadership, People Management, Banking Experience, Contact Centre Experience, Digital Fluency.

Compensation: Not specified
City: Edinburgh
Country: United Kingdom

Full Job Description

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

This is a great opportunity to bring your best self to work each day, encourage, develop and coach your team to provide a WOW service in a culture built for success. You will be comfortable with thinking big but starting small, knowing the best ways to fuel our people power and drive exceptional performance.

As Divisional Lead you will lead a team who will support customers across Consumer Banking and Personal Investing journeys, in a dynamic, fast-paced, customer and colleague centric environment, helping build the digital bank of the future. You will help to foster an exceptional & unique culture - a culture that will evolve with each new addition and it will be your role to help ensure we have the right operational foundations in place to bring the very best out of people, helping them to live their best purposeful work life each and every day.

Chase is a leading provider of traditional and digital financial services worldwide. J.P.Morgan Personal Investing (JPM PI) is Europes leading Digital Wealth Manager who now manage over 10 billion Assets Under Management and have over 300,000 investors. We operate like a start-up, embedded within a leading global financial institution. We are working together in powerful partnership to ethically disrupt the financial services market in the UK.

Work schedules may include evenings and weekends.

Key responsibilities

Model exceptional customer service, continuously improve how we support customers, and own end-to-end service and complaints journeys across Consumer Banking and Personal Investing.
Bring teams together across squads, projects, and functions to continuously improve operational and business performance, delivering better outcomes.
Create intentional cohesion and collaboration between teams and projects - Increased Chase & JPM PI involvement
Spot whats coming next, identify business needs and challenges early, and take ownership to deliver solutions.
Optimise both the customer and employee experience, creating those moments of truth when they really matter
Deliver against operational KPIs, financials, and people metrics, while supporting sustainable team wellbeing and performance.
Share clear updates and insights (what were learning, what were changing, and whats next) with leadership.
Be comfortable with ambiguity, bringing structure, prioritisation, and sound judgement.
Champion an inclusive culture that reflects our customer base and supports high performance.
Has a point of view, can influence credibly based on experience, business knowledge, depth of insight, market and best practice
Model and drive adoption of AI-assisted tools to improve productivity, quality, and consistencycoaching colleagues on effective, responsible use.

Required capabilities, and skills

End-to-end people leadership: hiring/interviewing/onboarding, performance management (incl. PIPs), succession planning, and building a sustainable talent pipeline aligned to the 6/9/12+ month business need
Workforce & capability planning: spot team gaps early and translate them into data-backed, measurable SMART goals (capacity, skills, quality, productivity)
Coach-first leadership: balance coaching vs. telling, develop others through regular feedback, recognition, and practical support to sustain performance and colleague wellbeing
Culture & engagement: lead by example to build a high-trust, inclusive environment where people can bring themselves to work, with strong motivation, energy, and accountability
Customer & colleague experience focus: deep understanding of banking contact centres/digital service, using out of the box thinking to resolve inquiries fairly and consistently
Multi-channel operational expertise: become a multi-channel expert across platforms/functions and drive right first time delivery (including in virtual/remote team environments)
Clear communication of vision: strong written/oral communication and presentation skills to align teams to priorities, goals, and expectations
Continuous improvement / Operational Excellence: critical thinking and root-cause problem solving to champion and own change, reducing process waste and unnecessary cost while improving outcomes
Customer insight & knowledge-sharing: research customer behaviour, convert insights into improvements, and share learnings across peers and the wider team
Brand & leadership presence: act as a consistent role model and advocate for the brand, standards, and ways of working
Learning mindset: continuous self-development and active development of others to scale capability over time
Senior stakeholder partnership: work closely with Customer Service Onboarding and Banking Operations leadership to ensure exceptional service as the organisation scales
Agility & Adaptability:Exhibits agility in adapting to evolving business needs and leads change management efforts across tools, systems, and product developments to ensure smooth adoption and minimal disruption.

Product and knowledge expectations

Working knowledge of Consumer Banking and Personal Investing products (e.g., digital banking journeys, common customer inquiries, investment knowledge, product knowledge and resolution paths).
Ability to develop and support teams servicing banking and investment-related customer needs.

Required qualifications and experience

Banking/financial services knowledge (including brokerage/pensions/investments exposure).
Time management & prioritisation
Delegation
Project / initiative delivery (idea planning execution follow-up)
Banking / financial services experience
Contact centre experience
Digital fluency across channels
Leadership experience
Performance management & coaching
Proficiency with browsers/tabs/windows and instant messenger tool

Divisional lead

Full Job Description

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Work schedules may include evenings and weekends.

Key responsibilities

Model exceptional customer service, continuously improve how we support customers, and own end-to-end service and complaints journeys across Consumer Banking and Personal Investing.
Bring teams together across squads, projects, and functions to continuously improve operational and business performance, delivering better outcomes.
Create intentional cohesion and collaboration between teams and projects - Increased Chase & JPM PI involvement
Spot whats coming next, identify business needs and challenges early, and take ownership to deliver solutions.
Optimise both the customer and employee experience, creating those moments of truth when they really matter
Deliver against operational KPIs, financials, and people metrics, while supporting sustainable team wellbeing and performance.
Share clear updates and insights (what were learning, what were changing, and whats next) with leadership.
Be comfortable with ambiguity, bringing structure, prioritisation, and sound judgement.
Champion an inclusive culture that reflects our customer base and supports high performance.
Has a point of view, can influence credibly based on experience, business knowledge, depth of insight, market and best practice
Model and drive adoption of AI-assisted tools to improve productivity, quality, and consistencycoaching colleagues on effective, responsible use.

Required capabilities, and skills

End-to-end people leadership: hiring/interviewing/onboarding, performance management (incl. PIPs), succession planning, and building a sustainable talent pipeline aligned to the 6/9/12+ month business need
Workforce & capability planning: spot team gaps early and translate them into data-backed, measurable SMART goals (capacity, skills, quality, productivity)
Coach-first leadership: balance coaching vs. telling, develop others through regular feedback, recognition, and practical support to sustain performance and colleague wellbeing
Culture & engagement: lead by example to build a high-trust, inclusive environment where people can bring themselves to work, with strong motivation, energy, and accountability
Customer & colleague experience focus: deep understanding of banking contact centres/digital service, using out of the box thinking to resolve inquiries fairly and consistently
Multi-channel operational expertise: become a multi-channel expert across platforms/functions and drive right first time delivery (including in virtual/remote team environments)
Clear communication of vision: strong written/oral communication and presentation skills to align teams to priorities, goals, and expectations
Continuous improvement / Operational Excellence: critical thinking and root-cause problem solving to champion and own change, reducing process waste and unnecessary cost while improving outcomes
Customer insight & knowledge-sharing: research customer behaviour, convert insights into improvements, and share learnings across peers and the wider team
Brand & leadership presence: act as a consistent role model and advocate for the brand, standards, and ways of working
Learning mindset: continuous self-development and active development of others to scale capability over time
Senior stakeholder partnership: work closely with Customer Service Onboarding and Banking Operations leadership to ensure exceptional service as the organisation scales
Agility & Adaptability:Exhibits agility in adapting to evolving business needs and leads change management efforts across tools, systems, and product developments to ensure smooth adoption and minimal disruption.

Product and knowledge expectations

Working knowledge of Consumer Banking and Personal Investing products (e.g., digital banking journeys, common customer inquiries, investment knowledge, product knowledge and resolution paths).
Ability to develop and support teams servicing banking and investment-related customer needs.

Required qualifications and experience

Banking/financial services knowledge (including brokerage/pensions/investments exposure).
Time management & prioritisation
Delegation
Project / initiative delivery (idea planning execution follow-up)
Banking / financial services experience
Contact centre experience
Digital fluency across channels
Leadership experience
Performance management & coaching
Proficiency with browsers/tabs/windows and instant messenger tool

Divisional lead

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