Job Description
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.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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