Account Manager I - Client Offboarding

Join our Client Offboarding Operations team as an Account Manager I, where you will leverage your specialized expertise to streamline offboarding processes for Commercial Banking clients.

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

• Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business
• Make informed business decisions using your independent judgement, skill set, experience, and subject matter expertise, in combination with documented policies and procedures, relationships with critical partners, expanded empowerments and increased authority levels, to enhance the performance of the department and business.
• Specialized expertise of products and services including deposit, credit & treasury
• Act as a single Point of Contact coordinates case communication, synchronizes work efforts, and leads execution of product specific offboarding 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
• Highly organize and manages offboarding engagements & service agreements with other LOBs
• Represents Commercial Bank in cross-Line of Business offboarding initiatives

• Minimum of 5 years 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.
• 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

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

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 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.