Client Ops Analyst - Client Offboarding

Join our dynamic Client Operations team and be at the forefront of innovation in the banking industry. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.

As a Client Ops Analyst within Client Offboarding Operations, you possess specialized expertise in handling processes for Commercial Banking clients and segments. You will enhance the client and employee experience on standard procedures. In this role, you will manage bank-initiated and client-initiated offboarding and account closure requests, 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) requirements.

Job responsibilities

• Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business
• Make informed business decisions using your independent judgement, skill set, experience, and subject matter expertise, in combination with documented policies and procedures, relationships with critical partners, expanded empowerments and increased authority levels, to enhance the performance of the department and business.
• Manage 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
• Support all of Commercial Banking includes U.S. Domestic & International Branches APAC, Canada, EMEA, Latin America exits
• Identify and control risk to prevent fraudulent account behavior and potential fraud exposure
• Work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner

• Prioritize daily workload to maximize productivity utilizing time management and organizational skills
• Excellent communication skills both written and verbal
• Highly organized with ability to manage competing priorities
• Demonstrate consistent professional presence with the ability to adapt to evolving needs and situations
• Team advocate. Assist to drive Diversity and Inclusion

• College degree preferred, or equivalent work experience
• Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
• Proficient PC skills including Word, Excel and PowerPoint