Join our Client Offboarding Operations team as an Account Manager II, where you will leverage your specialized expertise to streamline offboarding processes for Commercial Banking clients. Your role will be pivotal in ensuring a seamless transition and mitigating risks.

As an Account Manager II within the Client Offboarding Operations team, you will utilize your specialized expertise in processing for Commercial Banking clients and segments. Your role will involve streamlining both client and employee experiences across standard and complex processes. You will be responsible for supporting both bank-initiated and client-initiated offboarding and account closure requests. Additionally, you will 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) dependencies. 

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. 

Job Responsibilities: 

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, Skills and Capabilities:

Minimum of 5 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 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, Skills and Capabilities:

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