You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As an Account Manager I within the Client Offboarding Operations team, you will utilize your specialized expertise in processing for Consumer 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.
This includes identifying cross-functional Line of Business, product, and service dependencies, leading the orderly offboarding of accounts, products, and services, and executing offboarding schedules in support of Know Your Customer (KYC) dependencies.
The Client Off boarding Operations team is a part of the Specialty Services pillar within the Global Practices Leadership team, where each team performs unique functions for clients across Commercial Banking.
Job Responsibilities :
- Act as Specialized expertise of products and services including deposit, credit & treasury
- Act as Single Point of Contact coordinates case communication, synchronizes work efforts, and leads execution of product specific off boarding procedures
- Optimized processing and service levels; holistic solution for E2E process
- Supports all of Commercial Banking includes . Domestic & International Branches (APAC, Canada, EMEA, Latin America exits
- Anticipates potential risk, Pivotal role in AML / KYC & Reputation Risk mitigation
- Focuses on client protection from unauthorized requests and Represents Commercial Bank in cross-Line of Business off boarding initiatives
- Being Highly organized and manages off boarding engagements & service agreements with other LOBs
Required Qualifications, Skills and Capabilities :
- Minimum of 3 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, Team advocate. Assist to drive Diversity and Inclusion
- Proficient in MS Office (Excel, PowerPoint, Word)
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