Relationship Manager - Payments - Senior Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking an Associate, Relationship Manager II within Chase Payments to manage and grow our SMB client portfolio, delivering trusted partnerships and top client experiences.

Work with the bank coverage team to align client strategy with profitability goals, re-contract existing business, and identify incremental opportunities across payments. The role requires strategic thinking, strong communication with executive stakeholders, and a client‑first approach to

Qualifications

• 3+ years in strategic relationship management or business development or technology-related role.
• Experience growing relationships with Fortune 500 caliber clients.
• Experience engaging with executive-level client stakeholders.
• Experience collaborating across multi-faceted financial institutions with partners in product, service, and operations.
• Exceptional relationship management, presentation, and written communication skills.

Responsibilities

• Achieve firm-wide revenue objectives by maintaining and expanding existing relationships and identifying incremental business.
• Coordinate cross-sell opportunities with Bank partners and align client strategy with profitability goals.
• Collaborate with other lines of business (Business Bank, Payroll, Point of Sale, Card Services) to optimize product and service delivery.
• Act as the primary client relationship contact on behalf of Merchant Services with internal partners.
• Apply a strategic, consultative selling approach to understand client needs and develop payment optimization solutions.
• Prepare and deliver quarterly business reviews and financial analyses to support expansion proposals.

Skills

Relationship management

Business development

Executive stakeholder engagement

Cross-institution collaboration

Communication skills

Education

Bachelor’s degree

MBA (desired)

Job description

Champion our mission by delivering top client experiences, building trusted partnerships, and driving portfolio growth through teamwork.

As an Associate, Relationship Manager II within Chase Payments, you will play a pivotal role in managing and expanding relationships with our top Small & Medium-Sized Business segment clients. You will partner closely with the firm-wide bank coverage team, ensuring alignment with Chase Payments profitability goals through strategic client management, re-contracting of existing business, and acquisition of incremental business within your designated portfolio. This role is ideal for strategic thinkers who are passionate about delivering solutions and thrive in a collaborative, fast-paced environment.

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. We are committed to your professional development and offer opportunities for career growth within our dynamic and supportive organization.

Job Responsibilities:

• Achieve firm-wide business objectives, including the annual revenue plan at target margins by maintaining and growing existing relationships, identifying incremental business, and ensuring high levels of client satisfaction.
• Implement and support ongoing client strategy, coordinating cross-sell opportunities with Bank partners.
• Execute sales/support strategies in conjunction with other lines of business, including Business Bank, Payroll, Point of Sale, and Card Services to optimize product and service delivery.
• Act as the principal point of contact to internal partners and as the primary contact for the client relationship on behalf of Merchant Services.
• Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations, and grow the business.
• Prepare and deliver quarterly business reviews and analysis on strategic client relationships, providing compelling financial and market analysis to support proposals to expand business..

Required Qualifications, Capabilities, and Skills:

• 3+ years of experience within a strategic relationship management role, business development role, or technology-related experience.
• Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients.
• Experience and comfortable working with executive-level client stakeholders.
• Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service, and operations partners.
• Exceptional relationship management skills, strong presentation skills, and exceptional verbal and written communication skills.

Preferred Qualifications:

• Bachelor’s degree or equivalent experience; MBA desired.
• Expertise in specialized industries such as financial institutions, fintech, billers, major and specialty retail, and vertical knowledge within the payments industry is a plus.