The CB Relationship Manager is responsible for the retention and growth of their assigned portfolio through a proactive and strategic management approach. A disciplined, firm-wide collaborative approach is essential to deliver on our service commitments. The relationship manager will manage a portfolio of clients, addressing their day-to-day support needs, increasing revenue through the cross-selling of products and services, establish and maintain strong relationships with key decision-makers and act as a consultant to all assigned clients. Service standards are foundational, which includes Quarterly Business Reviews, Weekly Status calls, technical and regulatory updates, etc. Further value-added support standards are customized on a client-by-client basis. This includes negotiating contracts needed to meet retention and consulting goals. Management of assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results.
Essential Duties and Responsibilities:
Directs the management of all account relationships within an assigned portfolio, typically through both face-to-face and non-face to face communication channels, written and verbal. This includes negotiating contracts needed to meet retention and consulting goals. Management of assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results.
Provides thought leadership, proactive insights and consultation on payments optimization strategies to clients within the portfolio, and identifies opportunities for Wholesale Payments collaboration to deliver the full value of the firm
Acts as transaction processing consultant for clients providing alternative processing solutions and options. Monitors and analyzes financial consequences of processing methods and works with clients to minimize their costs in this area.
Identifies improvements to existing systems/products, and opportunities for new products and services. Sells value-added products or services to existing accounts.
Develops and implements educational programs designed to improve client's transaction processing performance.
Works with internal departments to ensure a high level of support for the client. Examples include resolving software, hardware, and policy problems.
Manages communications with lines of business partners to ensure a unified account management strategy with client base.
Identifies and implements processes to reduce companies operating expense.
Minimum of 8 years of relationship management, sales or contract negotiation experience
Undergraduate degree or equivalent, MBA preferred
Demonstrated ability to think strategically, deliver tactically
Ability to collaborate and influence across multiple stakeholder groups internally and at client
Knowledge of payment processing industry, acquiring and/or merchant services
Experience working with executives/C-suite in large, Fortune 500 companies
Knowledge of computer software systems including word processing, spreadsheets and databases
Strong communication skills, both verbal and written.
Strong time-management skills; ability to multi-task, prioritize, meet dynamic deadlines.
Must be able to travel nationally up to 30% annually
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.