Kelly Hartman
ED, Onboarding Segment Manager at J.P. Morgan
- Role
- Executive Director at J.P. Morgan
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Kelly Hartman
Effective communicator who has the ability to bridge cultural and corporate divides with a naturally effervescent personality.• Nearly two decades in corporate and business banking with extensive exposure to cash management products and relationship management.• Strong organizational skills, particularly with managing teams of diverse stakeholders with a specific timeline.• Outstanding teammate and proactive problem solver, with an intense focus on client satisfaction and efficiency.• Analytical and problem-solving mind, open to constructive feedback and always considering how to deliver a better solution.
Experience
Executive Director
Apr 2025 — Present · Charlotte, NC, US
Segment Manager for Global Corporate Banking North America; Financial Institutions Group (FIG) Onboarding, Onboarding Analyst team, Pilot Product Onboarding team.
Education
Cal Poly Pomona
Bachelor of Science
Skills
- Team Leadership
- Leadership
- Cross Selling
- Financial Services
- Crm
- Management
- Relationship Management
- Strategy
- Microsoft Excel
- Training
- Process Improvement
- Commercial Banking
- Project Planning
- Project Management
- Sales Operations
- Treasury Management
- Customer Service
- Portfolio Management
- Cash Management
- Business Development
- Sales
- Banking
- Risk Management
- Finance
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