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Client Offboarding Account Manager

JPMorgan Chase & Co.
IN, United States, United Statesfull_timeVerifiedPosted 26 Sept 2024

About the role

Are you a natural leader who does what’s right for customers and colleagues, inspiring others to do the same? Join our dynamic team and make a meaningful impact by leading your team to create great customer experiences that cultivate long-lasting relationships.

As an Account Manager for Client Offboarding Operations, you will leverage your specialized expertise to streamline client and employee experiences across standard and complex processes for Commercial Bank clients and segments

Job Responsibilities

  • Specialized expertise of products and services including deposit, credit & treasury 
  • 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 end to end process       
  • Supports all of Commercial Banking includes U.S. Domestic & International Branches 
  • 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 Lines of Business 
  • Represents Commercial Bank in cross-Line of Business offboarding initiatives

Required qualifications, skills and capabilities

  • Minimum of 3 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
  • Work experience primarily in banking or the financial service industry
  • Knowledge of commercial treasury products and services

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. 

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
  • Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
  • Please note this role is not eligible for employer immigration sponsorship.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial

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Company

JPMorgan Chase & Co.

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