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.
As an Account Supervisor for Client Offboarding 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 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.
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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 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
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
- Proficient in MS Office (Excel, PowerPoint, Word)
- Team advocate. Participates in Diversity and Inclusion directives
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.
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 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.
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.