Client Offboarding Account Manager

5 days ago


Indianapolis, United States JPMorganChase Full time
JOB DESCRIPTION


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 within 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

  • Provide expertise on products and services including deposit, credit & treasury
  • Act as single point of contact to coordinate case communication, synchronizes work efforts, and leads execution of product specific offboarding procedures
  • Provide holistic solutions for end to end all processing and service levels
  • Support all of Commercial Banking includes U.S. Domestic & International Branches
  • Anticipates potential risk and participate in (Anti-Money Laundering/Know your Costumer) AML/KYC & reputation risk mitigation
  • Provide client protection from unauthorized requests
  • Organize and manage offboarding engagements & service agreements with other Lines of Business
  • Represent Commercial Bank in cross-line of business offboarding initiatives
  • Be a team advocate, assist to drive diversity and inclusion

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)

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.

ABOUT US
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 coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans



ABOUT THE TEAM
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
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