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Commercial Banking - CB Client Data Management - MMSBI Transfer Coordinator - Associate

Job Description

The CB Client Data Management team within CB Business Management is responsible for the end-to-end ownership of sales and client data as well as related processes. CB Client Data Management is seeking a Transfer Coordinator to support the business on key client transfer activities. The Transfer Coordinator will be responsible for successfully project managing intra-CB and cross-LOB client transfers. The Transfer Coordinator will coordinate closely with the business, other LOBs, and key functional and product partners (e.g., Service, KYC, Credit, TS, Finance etc.) to ensure client transfers are completed in a reasonable timeframe with minimal impact to the banker or client.
Key Responsibilities Include:
  • Successfully execute on intra-CB and cross-LOB transfers in support of key business activities (e.g., portfolio realignment, strategic coverage decisions, data clean up etc.)
  • Responsible for key transfer activities, including pre-transfer screening, maintenance, cross-LOB and intra-CB coordination, and collection and interpretation of required internal / client documentation
  • Serve as subject matter expert for client reference data and impact to client relationship
  • Extract and interpret client and account-level data and recommend and execute on reference data updates
  • Coordinate with bankers, KYC Officers, TMOs, Client Transfer Advocates, credit, compliance, audit, product controls, other LOBs and others throughout the transfer process
  • Engage Client Transfer Advocate for complex, cross LOB transfers as defined in CB Client transfer procedures
  • Assist in the development of metrics and reporting to track client transfers
  • Represent the business in cross-LOB prioritization of Client Transfer Facility tool enhancements and work with Technology to implement business requirements
  • Identify areas for continued process improvement and assist in the execution of recommendations
Ideal Candidate:
  • Independent and self-motivated with a service-oriented mindset, but also a team player capable of working collaboratively and developing strong partnerships
  • Able to prioritize issues and multi-task effectively to handle multiple assignments and be proactive in a fast-paced environment while remaining calm under pressure
  • Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
  • Outstanding project management skills including project planning, time management, organization, influencing, and follow-up skills
  • Excellent verbal, written and presentation skills with attention to detail
  • Intellectually curious with a genuine interest in knowledge gathering and problem solving
  • Able to quickly and effectively respond to rapidly changing business needs and urgent requests
  • Proactively seeks guidance, clarification, and feedback from others
Knowledge and Skills Preferred:
  • Minimum 3-5 years of work experience; knowledge of Commercial or Investment Banking is a plus
  • Expertise with Commercial Banking client reference and sales data is a plus
  • Expertise with Excel and Access; proficiency with PowerPoint (PitchPro) is a plus
  • Knowledge of Commercial Banking products and services is a plus
  • Familiarity with CB risk and compliance policies as it relates to client transfers
  • Expertise with internal J.P. Morgan systems (e.g. Client Central, Customer Assist, iCRD, Service and credit platforms) is a plus
  • BA/BS degree is preferred
  • Location: Dallas or Chicago preferred
Req #: 180044605_1
Location: Dallas, TX US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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