Client Data Manager I

Position Summary

The primary responsibility of the Know Your Customer (KYC) Client Data Manager I is to oversee a team of non-exempt Client Data Specialists.

The Client Data Manager I will:


* Provide guidance, coaching, development, and leadership


* Oversee staff training and performance reviews


* Participate in the selection, promotion, and performance management of staff as required


* Focus on meeting daily productivity and quality goals

The Client Data Manager I must have excellent customer service standards to define, analyze, and resolve customer inquiries and escalations and must be able to closely manage day to day operations of the department.

Job responsibilities:


* Perform day to day management of a team of Client Data Specialists, including coaching and providing ongoing performance feedback


* Track performance of individual team members over time to evaluate performance, learning and capability


* Effectively address any service issues that might be escalated by either internal or external customers


* Take action independently and move forward without clear instruction or close supervision


* Make decisions that are effective and well-grounded based on data, insight, and experience


* Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices


* Organize workflow and distribute work appropriately

Required qualifications, capabilities, and skills:


* Demonstrated ability to develop, manage, coach, and motivate teams


* Must be flexible and adaptable to manage interim projects and processes based on the business requirements.


* Knowledge of banking products


* Proven leader of process and organizational change


* Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing


* Strong communication and presentation skills


* Ability to cope with change; comfort with ambiguity

Preferred qualifications, capabilities, and skills:


* Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage


* Competent in mainframe and PC based systems, with a strong proficiency in MS Office


* Previous people manager experience of high performing team

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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, paid in the ...