Are you a natural team player with influencing capability? Do you do what’s right for colleagues and clients and inspire others to do the same? Join our dynamic team and make a meaningful impact by creating a great client experience that cultivates long-lasting relationships.

As an Account Manager on the Commercial and Investment Banking (CIB) Funds Transfer team, you will primarily review and release client funds transfer requests entered by Account Supervisors. Our client base sends certain requests such as wire transfers, amendments, reverse wires (debit authority) to our Client Service teams who authenticate the request and prepare a case that is routed to our team. You will report to an Account Manager that is part of the Shared Services leadership team within Client Onboarding and Service.    

Job responsibilities

Review funds transfer requests and interact with colleagues to ensure client requests are resolved timely and accurately   Validate requests are entered in accordance with the documented process and release the transaction Use Microsoft Office Suite, SharePoint and multiple internal payment systems Organize the teams book of work at the end of the day to ensure a seamless workflow for the next day Collaborate well in a fast-paced team environment Utilize effective written and verbal communication skills to articulate appropriate solutions Improve client and colleague experience by providing feedback in an effort to streamline the process and improve client experience Participate in  periodic team activities to better understand the big picture

Required qualifications, capabilities, and skills

Minimum 3 years operations experience in an office environment, preferably in Financial Services Minimum 2 years experience performing Quality Control (QC) functions within a team Strong verbal and written communication skills Relentless and versatile learner with an aptitude for understanding new industry, company, product or technology Ability to work independently or within a team knowing when to escalate complex and unusual circumstances High School Diploma/GED required 

Preferred qualifications, capabilities, and skills

Bachelors degree and/or 5+ years of relative work experience  Preferably 2 years in the banking industry

Work schedule

Work hours will be Monday - Friday from 8:30 - 5:30 and may vary or require additional time based on business need. You must be willing to work schedules during our operating hours, which may including evenings and weekends This position requires that you attend training as scheduled You will be required to attend training onsite or virtually  Your schedule and work location are established based on business needs and may be updated with notice CIB Funds Transfer team operates Monday – Friday 8:30 AM to 6:30 PM ET

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth. 

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