Account Manager I - Client Offboarding

JPMorgan Chase & Co.; Metro Manila; On-site; PHP 400,000 - 600,000; Full time

Job summary

A global financial services firm in Metro Manila is seeking an Account Manager I for its Client Offboarding Operations team. This role involves managing offboarding processes for Commercial Banking clients and requires a minimum of 5 years in customer service or banking operations. The ideal candidate has strong communication skills and a deep understanding of financial products. The position mandates strategic thinking to ensure compliance with KYC regulations.

Qualifications

• Minimum of 5 years professional experience in customer service, operations, treasury, banking or portfolio management.
• A strong aptitude for strategic thinking and tactical execution.
• Excellent organizational skills and ability to manage tight deadlines.
• Excellent verbal and written communications skills.
• Strong interpersonal and influencing skills.

Responsibilities

• Execute on business initiatives by creating and maintaining open communication.
• Make informed business decisions using independent judgement and expertise.
• Act as a Point of Contact for case coordination.
• Supports all of Commercial Banking including U.S. Domestic & International.
• Focus on client protection from unauthorized requests.

Skills

Customer service

Operations

Treasury products

Banking

Portfolio management

Strategic thinking

Organizational skills

Written and verbal communication

Interpersonal skills

MS Office

Education

Bachelor’s degree

Tools

MS Excel

MS PowerPoint

MS Word

Job description

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.

Job Responsibilities

• 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

Required Qualifications, Capabilities, and Skills

• 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

Preferred Qualifications, Capabilities, and Skills

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

Additional Information

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