Chase Business Banking operates in over 5,000 branches across the country, providing financial services to approximately 2.5 million business clients. We are the leading bank for small businesses in our key markets, providing deposit and cash management services, payment solutions, and a broad array of lending products to meet our clients access to capital needs.
As a Sales and Strategy Support Manager for Know your Customer (KYC) in Business Banking, you are responsible for enhancing Know Your Customer (KYC) processes to improve customer experience and reduce risk through effective monitoring and controls. The role involves close collaboration with Anti-Money Laundering (AML)/Know Your Customer (KYC)Governance, Know Your Customer(KYC) Operations, and Sales Management to drive change and achieve results. Additionally, the manager supports the strategic goals of the Business Banking Chief Administrative Officer (CAL) by aligning Know Your Customer(KYC) improvements with broader business strategies.
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Job Responsibilities:
- Develop and maintain a comprehensive understanding of Know Your Customer (KYC) requirements and workflows specific to Business Banking customers, focusing on both onboarding new customers and minimizing impacts after account opening.
- Proactively work with Know Your Customer(KYC) partners to implement rules and processes that enhance the customer experience while maintaining regulatory compliance and effective risk controls.
- Collaborate with various departments, including Business, Operations, Legal, Compliance, Controls, Risk, Audit and Technology, to ensure consistent risk management practices and control programs across the firm.
- Demonstrate exemplary personal and professional qualities, inspiring confidence among staff and key partners across different functional areas and business lines.
Required qualifications, capabilities, and skills:
- Bachelor's degree or equivalent experience
- Minimum 10 years' of financial services experience in sales, controls or risk management, or compliance
- Management experience leading broad cross-functional teams to analyze, design, and deliver best practices
- Demonstrate confident leadership and sound judgement to influence a strong culture and isk management
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint), with the ability to develop compelling and meaningful executive presentations to drive opportunities and recommendations for improvement
Preferred qualifications, capabilities, and skills:
- Know Your Customer (KYC) Experience: Familiarity with Know Your Customer(KYC) and Anti-Money Laundering(AML) requirements and the ability to effectively execute these in a sales environment.
- Relevant Experience: Background in customer process execution, risk management, legal, or compliance.
- Business Acumen: General understanding of business operations and regulations affecting the business sector.
- Interpersonal Skills: Exceptional collaboration and relationship-building abilities.
- Autonomy and Adaptability: Ability to work independently to drive change, adapt to shifting priorities, manage competing priorities, and the thrive in a fast-paced, results-oriented environment.
- Process and Risk Analysis: Skill in process analysis and design, with the ability to understand processes and associated risks to inform control design.
- Problem-Solving Skills: Strong problem-solving, critical-thinking, and analytical skills, with attention to detail and the ability to synthesize large amounts of data to draw appropriate conclusions.
ABOUT US
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 form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.