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Client Ops Associate I
4 weeks ago
Join our Client Offboarding Operations team as an Account Manager I, where you will leverage your specialized expertise to streamline offboarding processes for Global Banking clients.
As an Account Manager I for Client Offboarding Operations, you have the specialized expertise and processing for Global Banking 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 offboarding and account closure requests, identifies cross-functional Line of Business, product and service dependencies, leads the orderly offboarding of accounts, products and services and executes offboarding schedules in support of Know Your Customer (KYC) dependencies.
The Client Offboarding 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:
- Specialize expertise of products and services including deposit, credit & treasury
- Coordinates case communication, synchronizes work efforts, and leads execution of product specific offboarding procedures
- Optimize 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
- Focusing on client protection from unauthorized requests
- Highly organize and manages offboarding engagements & service agreements with other LOBs
- Represents Commercial Bank in cross-Line of Business offboarding initiatives
Required Qualifications, Skills and Capabilities:
- Minimum of 5 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
- Preferably with work experience primarily in banking or the financial service industry.
Additional Information:
- Shift Schedule: Night Shift
- Work Setup: Full Time Onsite
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
