Client Relationship Associate - Payments

JPMorgan Chase; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase's Payments SMB team is seeking a Payments Relationship Manager I to support business banking clients in completing merchant services onboarding with cross-functional collaboration across WKO CAU, Credit Ops, Sales, and Product.

You will proactively engage clients, manage onboarding activities, and promote North American/Global product adoption while maintaining risk compliance and client-centric service.

Qualifications

• Knowledge of the merchant services industry, products and services across diverse businesses.
• Strong analytical and problem-solving skills.
• Proven cross-functional partnership to solve customer needs.
• Strong interpersonal and client-first communication.
• Ability to manage multiple clients and projects with attention to detail.
• Self-motivated, able to work independently and as part of a team.
• Understand client needs and deliver excellent service.

Responsibilities

• Proactively reach out to clients to collect information/documentation for onboarding.
• Serve as the main client contact during onboarding until decisions are made.
• Coordinate with Sales to offer North American/Global products when appropriate.
• Collaborate with internal teams (WKO CAU, Credit Ops, Sales, Product, CX) to ensure smooth onboarding.
• Follow risk management and regulatory requirements to protect the firm.

Skills

Merchant services knowledge

Analytical thinking

Cross-functional collaboration

Client-first communication

Multi-client management

Attention to detail

Independent and collaborative

Client needs assessment

Job description

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