Client Relationship Associate - Payments

Posted 2 Days Ago
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Tempe, AZ, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage client relationships during Merchant Services digital onboarding for small-business banking clients. Conduct outreach to collect information and documentation, serve as the primary onboarding contact, coordinate with KYC, Credit Operations, Sales, Product, and Customer Experience teams, recommend alternative payment platforms when needed, and ensure regulatory compliance and process improvements.
Summary Generated by Built In
 

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team.

As a Payments Relationship Manager I within our Small Business Relationship Manager Janus team, you will collaborate with the Wholesale Know Your Customer (KYC) Operation Central Alert Unit (WKO CAU) and Credit Ops. Your primary role will be to aid Chase business bank clients in completing their Merchant Services digital onboarding application. This will involve conducting client outreach to gather additional information or documentation necessary to finalize the application process.   

The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.

Job Responsibilities 

  • Proactively reach out to clients to obtain necessary information/documentation to complete digital onboarding application 
  • Serve as the main point of contact for clients during the onboarding phase, until WKO CAU or Credit Ops, have decision the application
  • Coordinate with Sales Team to offer North American Platform/Global products if Janus is not a compatible platform  
  • Work closely with internal teams, WKO CAU, Credit Ops, Sales, Product and Customer Experience to ensure smooth client onboarding and promote processes improvements.
  • Protects the firm by following sound risk management protocols and adhering to regulatory requirements

 

Required qualifications, capabilities, and skills

  • Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts.
  • Strong analytical and problem-solving skills. 
  • Proven cross-functional partnership and resourcefulness to solve customer needs.
  • Strong interpersonal and communication skills, with a client-first mindset. 
  • Ability to manage multiple clients and projects simultaneously while maintaining attention to detail. 
  • Self-motivated with the ability to work independently and as part of a collaborative team.
  • Ability to understand client needs and deliver exceptional service. 
  • High Level of integrity and professionalism, and compliance with established controls and regulations. 

 

Preferred qualifications, capabilities, and skills

  • 5+ years payments industry or relevant experience.
  • Strong analytical and research skills as it relates to problem solving and solutions delivery.
  • Extensive knowledge of functional discipline with proven track record of successful relationship management experience
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
A part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money, and assets. The team of experts tackles complex challenges at every stage of the payment lifecycle. And their industry-leading solutions facilitate seamless transactions across borders, industries, and platforms.

Operating in over 160 countries and handling more than 120 currencies, J.P. Morgan Payments business is the largest processor of USD payments, with a daily transaction volume of $10 trillion.

Skills Required

  • Strong knowledge of the merchant services industry, products, services, business types, markets, and financial and economic concepts
  • Strong analytical and problem-solving skills
  • Cross-functional partnership experience and resourcefulness in solving customer needs
  • Strong interpersonal and communication skills with a client-first mindset
  • Ability to manage multiple clients and projects while maintaining attention to detail
  • Ability to work independently and collaboratively
  • Ability to understand client needs and deliver exceptional service
  • High integrity and professionalism, with compliance with established controls and regulations
  • 5+ years of payments industry or relevant experience
  • Strong analytical and research skills for problem solving and solutions delivery
  • Extensive functional-discipline knowledge and successful relationship management experience

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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