Account Manager I - Client Offboarding Operations

JPMorganChase; Taguig; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading banking institution is looking for an Account Manager I for their Client Operations team. This role focuses on optimizing client offboarding processes across banking operations. The ideal candidate will have over 5 years of experience in customer service and operations, complemented by strong communication skills and the ability to manage complex procedures. The position will require working in shifts from 8 PM to 5 AM MNL Time, Monday to Friday.

Qualifications

• Minimum of 5 years professional experience in customer service, operations, or banking.
• Excellent organizational skills, ability to manage priorities under pressure.
• Strong interpersonal and influencing skills with senior partners.

Responsibilities

• Execute business initiatives by maintaining communication with teams.
• Manage offboarding requests and coordinate execution of procedures.
• Optimize processing and service levels for client protection.

Skills

Customer service

Operations

Treasury products

Strategic thinking

Verbal communication

Written communication

Interpersonal skills

Research skills

Education

Bachelor's degree preferred

Tools

MS Office (Excel, PowerPoint, Word)

Job description

Join our dynamic Client Operations team and be at the forefront of innovation in the banking industry. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.

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.
• Manage 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
• Optimize processing and service levels; holistic solution for E2E process
• Support all of Commercial Banking includes U.S. Domestic & International Branches APAC, Canada, EMEA, Latin America exits
• Anticipate potential risk, Pivotal role in AML/KYC & Reputation Risk mitigation
• Focus on client protection from unauthorized requests
• Highly organize and manage offboarding engagements & service agreements with other LOBs
• Represent 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)

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.