Account Manager I

As an Account Manager I for Client Off boarding Operations, you have the specialized expertise and processing for CB clients and segments.

You will streamline client and employee experience across standard and complex processes.

In this role, you will support bank-initiated and client-initiated off boarding and account closure requests, identifies cross-functional Line of Business, product and service dependencies, leads the orderly off boarding of accounts, products and services and executes off boarding schedules in support of Know Your Customer (KYC) dependencies.

The Client Off boarding 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


* Single Point of Contact coordinates case communication, synchronizes work efforts, and leads execution of product specific off boarding 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 and Represents Commercial Bank in cross-Line of Business off boarding initiatives


* Highly organize and manages off boarding engagements & service agreements with other LOBs

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, Team advocate.

Assist to drive Diversity and Inclusion


* Proficient in MS Office (Excel, PowerPoint, Word)

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 compet...