JPMorganChase Logo

JPMorganChase

Account Manager II

Posted Yesterday
Hybrid
Chicago, IL, USA
Entry level
Hybrid
Chicago, IL, USA
Entry level
Manages blocked account contract documentation and client implementation activities for commercial banking customers. Coordinates negotiations with clients, lenders, and internal partners; researches and prepares account-opening and Treasury Services documents; educates stakeholders on authorization requirements; manages workflows, escalates risks, and resolves documentation issues. The role requires strong communication, attention to detail, problem-solving, financial services knowledge, and professional use of AI and LLM tools.
The summary above was generated by AI

Are you detail oriented? Enjoy working directly with clients? Put your skills to work in the Commercial Bank Client Implementations Team. 


As a Blocked Account Contract Specialist within the Commercial Bank, you will work with external clients and lenders, internal partners, and the Blocked Accounts Team to ensure all required documentation is on hand for new or updated client accounts.  You will be responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers.  This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation. 

 

Job Responsibilities

  • Own & manage a pipeline of active negotiations with clients and lenders.
  • Manage client and internal partner expectations with a continued drive to exceed expectations.
  • Use of workflow tools to engage various partners across the business to deliver both technical and operational pieces of the solution.
  • Build and maintain strong relationships with internal business partners across our Sales, Legal, Product, and Middle Office organizations.
  • Contribute to a culture of teamwork and partnership across all Firm interactions.
  • Escalate risk events appropriately and in a timely fashion. 

Required Qualifications, skills and capabilities

  • Bachelor of Arts/Bachelor of Science degree.
  • Keen attention to detail.
  • Relevant experience or knowledge of legal documentation and account products.
  • Proven ability to independently identify issues, analyze problems and provide viable solutions with the ability to review and analyze information from multiple sources and determine relevancy.
  • Excellent verbal/written communication skills.
  • Ability to multi-task effectively and exhibit time management skills.
  • Leverage internal resources with strong client focus and ability to partner.
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services
  • Proficiency using AI and large language model (LLM) tools in a professional setting, with appropriate judgment and controls

Preferred qualifications, skills and capabilities

  • Paralegal or Juris Doctor certificate
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

 

Please note this role is not eligible for employer immigration sponsorship.

 

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 TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

JPMorganChase Chicago, Illinois, USA Office

Chicago, IL, United States

Similar Jobs

2 Days Ago
In-Office
Chicago, IL, USA
44K-161K Annually
Mid level
44K-161K Annually
Mid level
Logistics • Transportation • 3PL: Third Party Logistics
Manages relationships with enterprise restaurant partners, serving as the primary contact and trusted advisor. Drives revenue growth through upselling and cross-selling, analyzes performance data, develops strategic plans, and presents recommendations. Identifies operational bottlenecks and collaborates cross-functionally with sales, marketing, and customer success teams to improve merchant performance and satisfaction.
Top Skills: Analytics ToolsCRMExcelSalesforce
10 Days Ago
Hybrid
North Chicago, IL, USA
110K-209K Annually
Expert/Leader
110K-209K Annually
Expert/Leader
Healthtech • Pharmaceutical
Manages large, complex global congresses from planning through execution, coordinating therapeutic-area stakeholders, budgets, suppliers, staffing, venues, attendee registration, event technology, and on-site support. Leads cross-functional meetings, tracks cost savings, ensures compliance with company and industry standards, trains CAM team members, and supports domestic and international congress activities. The role requires extensive project management, negotiation, communication, budgeting, and multitasking experience.
Top Skills: Event AppsEvent MicrositesRegistration Systems
17 Days Ago
In-Office
Chicago, IL, USA
Senior level
Senior level
Agency • Professional Services • Retail • Sales
Manages key manufacturer and retailer accounts to achieve sales, distribution, share, pricing, shelving, and promotional goals. Develops strategic plans, manages trade funds and budgets, conducts retailer headquarters calls, secures product placement and distribution, analyzes syndicated data and trends, and identifies growth opportunities. Builds client and retailer relationships, prepares sales presentations, coordinates cross-functional teams, resolves conflicts, and oversees retail merchandising and basic eCommerce execution. Travel up to 20% is required.

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account