Client Relationship Associate - Payments

JPMorganChase; Tempe (AZ); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorganChase in Tempe seeks a Payments Relationship Manager I to guide SMB clients through digital onboarding, coordinating with WKO CAU and Credit Ops as the main contact during onboarding.

The SMB Payments team serves millions of small business customers across the US and Canada, prioritizing client-first solutions, collaboration, and regulatory compliance in a dynamic payments landscape.

Qualifications

• Strong knowledge of the merchant services industry, products and services across various business types.
• 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 with attention to detail.
• Self-motivated to work independently and as part of a team.
• Ability to understand client needs and deliver exceptional service.
• High integrity and professionalism with regulatory compliance.

Responsibilities

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

Skills

Merchant services knowledge

Analytical skills

Cross-functional partnership

Interpersonal skills

Client management

Job description

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.

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

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.