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Small Business US Loyalty and Retention Relationship Manager - Payment - Associate
Small Business US Loyalty and Retention Relationship Manager - Payment - AssociateChase • Tempe, AZ, US
Small Business US Loyalty and Retention Relationship Manager - Payment - Associate

Small Business US Loyalty and Retention Relationship Manager - Payment - Associate

Chase • Tempe, AZ, US
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  • [job_card.full_time]
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Payments Relationship Manager I

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

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
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