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Commercial Bank - Client Service Analyst - Account Closures (Indianapolis, IN)

Req #: 180001269
Location: Indianapolis, IN, US
Job Category: Customer Service
Potential Referral Amount: 0 US Dollar (USD)
MMBSI Middle Market Banking & Specialized Industries (MMBSI) is a Commercial Banking business located in more than 100 offices across the US and Canada. MMBSI provides credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and not-for-profit entities via our Core Banking or Specialized Industries teams.
 
CCBSI The Corporate Client Banking & Specialized Industries group is part of Commercial Banking at JPMorgan Chase and focuses on U.S. and Canadian companies typically with revenues of over $500mm which require traditional banking services in addition to investment banking products.
 
Real Estate Banking (REB) delivers commercial real estate and banking products to top-tier clients active in major markets across the U.S. Primary property types include multifamily, retail, office and industrial properties. REB clients are top-tier national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and investment funds.
 
As a Client Service Analyst for the Account Closure Team, you will be responsible for closing all Commercial Demand Deposit Accounts, Money Market Deposit Accounts, and Certificate of Deposits, including removing all services related to these products. This will also be a client facing team and will be responsible for proper due diligence and authentication of such requests in accordance to risk and controls. Individuals of this team will also work as liaisons with the CB Exit Control Team in which this role can be expanded to off board other commercial products.
 
Qualifications:
  • Excellent communication skills both written and verbal
  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
  • Highly organized with ability to manage competing priorities
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
Required Experience:
  • 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 
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