Account Manager II
Join our Client Offboarding Operations team as an Account Manager II, where you will leverage your specialized expertise to streamline offboarding processes for Commercial Banking clients. Your role will be pivotal in ensuring a seamless transition and mitigating risks.
As an Account Manager II within the Client Offboarding Operations team, you will utilize your specialized expertise in processing for Commercial Banking clients and segments. Your role will involve streamlining both client and employee experiences across standard and complex processes.You will be responsible for supporting both bank-initiated and client-initiated offboarding and account closure requests. Additionally, you will identify cross-functional Line of Business, product, and service dependencies, lead the orderly offboarding of accounts, products, and services, and execute offboarding schedules in support of Know Your Customer (KYC) dependencies.
The Client Offboarding Operations(COO) is part of the Specialty Services pillar within the Global Practices Leadership team. Specialty Services teams each perform unique functions for clients across Commercial Banking.
Job Responsibilities:
- Specialized expertise of products and services including deposit, credit & treasury
- Act as a Single Point of Contact coordinates case communication, synchronizes work efforts, and leads execution of product specific offboarding procedures
- Optimized processing and service levels; holistic solution for E2E process
- Supports all of Commercial Banking includes U.S. Domestic & International Branches (APAC, Canada, EMEA, Latin America exits)
- Anticipates potential risk, Pivotal role in AML/KYC & Reputation Risk mitigation
- Focus on client protection from unauthorized requests
- Highly organize and manages offboarding engagements & service agreements with other LOBs
- Represents Commercial Bank in cross-Line of Business offboarding initiatives
Required Qualifications, Skills and Capabilities:
- Minimum of 5 years of experience in customer service, operations, treasury, sales or portfolio management. Strong knowledge of the commercial treasury products and services.
- A strong aptitude for strategic thinking and tactical execution
- Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
- Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Research issues and describe decision making process. Identify where change is necessary
- Proficient in MS Office (Excel, PowerPoint, Word)
- Team advocate. Assist to drive Diversity and Inclusion
Preferred Qualifications, Skills and Capabilities:
- Bachelor's degree preferred
- Preferably with work experience primarily in banking or the financial service industry
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.