Account Manager I

Account Manager I - Client Offboarding Operations

Join our dynamic Client Operations team and be at the forefront of innovation in the banking industry. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.

Overview

As an Account Manager I within Client Offboarding Operations, you will handle processes for Commercial Banking clients and segments. You will enhance the client and employee experience across standard and complex procedures, manage bank-initiated and client-initiated offboarding and account closure requests, identify cross-functional dependencies, lead the orderly offboarding of accounts, products, and services, and execute offboarding schedules in support of Know Your Customer (KYC) requirements.

Responsibilities

• Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership, and other lines of business.
• Make informed business decisions using independent judgment, experience, policies, and relationships with critical partners to enhance department and business performance.
• Manage specialized expertise of products and services including deposit, credit, and treasury.
• Act as a single point of contact, coordinate case communication, synchronize work efforts, and lead execution of product-specific offboarding procedures.
• Optimize processing and service levels; provide end-to-end solutions for offboarding processes.
• Support all of Commercial Banking including U.S. Domestic & International Branches APAC, Canada, EMEA, Latin America exits.
• Anticipate potential risk; play a pivotal role in AML/KYC and reputation risk mitigation.
• Protect clients 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.

Qualifications

• Minimum of 5 years of professional experience in customer service, operations, treasury, banking, or portfolio management as a manager or individual contributor. Strong knowledge of treasury products, credit cards, and financial/banking services.
• Strong aptitude for strategic thinking and tactical execution.
• Excellent organizational skills with the ability to manage, prioritize, work under pressure, and meet tight deadlines.
• Excellent verbal and written communications skills; ability to communicate clearly and concisely.
• Strong interpersonal and influencing skills with the ability to establish credibility and partnerships with senior business and control partners.
• Ability to research issues and describe decision-making processes; identify where change is necessary.
• Proficient in MS Office (Excel, PowerPoint, Word).
• Team advocate; supports Diversity and Inclusion initiatives.

Preferred Qualifications

• Bachelor’s degree preferred.
• Preferably with professional work experience primarily in banking or the financial service industry.

Additional Information

• Shift Schedule: 8PM-5AM Manila Time (Mon-Fri).

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 are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected attributes and we make reasonable accommodations for applicants and employees with religious practices, beliefs, or disabilities. 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 rely on us for strategic advice, capital management, risk management and liquidity in markets around the world.

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