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Merchant Services- Small Business Client Field Relationship Manager II - California Business Banking Region

Req #: 170098158
Location: United States, CA, US
Job Category: Relationship Management/Sales
Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. JPMC serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank: 5,300 branches, 16,000 ATMs, mobile, online and by phone.   For more information, go to

Merchant Services is the global payment processing business for JPMorgan Chase & Co.   Merchant Services is the world’s leading merchant acquirer with over $1 trillion in annual transaction volume in 2016. ChaseNet is a customized closed-loop proprietary payments platform, and Chase Pay is the firm’s new digital wallet that makes mobile transactions simple, safe and rewarding.  Merchant Services is a leading provider of payment, fraud and data security for companies large and small and capable of authorizing transactions in more than 130 currencies.



The Client Field Relationship Manager retains, manages and deepens high value Small Business merchant relationships within Merchant Services.  The Client Field Relationship Manager will manage an assigned portfolio of merchant accounts while maintaining strong relationships with key decision-makers within assigned accounts in order to ensure retention of all accounts.  This role will act as a transaction-processing consultant to assigned clients, while making efforts to increase revenue through deepening relationships by providing solutions to client needs.  Additionally, the role will re-negotiate merchant contracts with net revenue of $50,000+.
 Key Responsibilities and Accountabilities
  • Responsible for developing, growing and retaining business for moderately complex portfolio.
  • Make decisions against broad guiding parameters with limited direction.
  • Advanced proactive, consultative client support.
  • Responsible for coordinating quarterly/annual client performance reviews; including Business Banking partners as appropriate.
  • Assist in developing, maintaining and improving policies, processes and procedures for both/either department and client enhancement.
  • Understand and assess client needs, troubleshoot issues, quantify downstream impacts.
  • Apply consultative influencing and selling to develop and execute strategies to deliver appropriate solutions.
  • May perform what ‐if analysis to explore impact of industry announcements.
  • Expectations to grow portfolio's profitably through effective account management and implementation of sophisticated / complex product strategies and cross selling.
  • Drive contract renegotiations.
  • Keep management abreast of client developments.
  • May interact with members of other LOBs, including Business Banking.
  • Research, champion, advocate and follow through on issues/questions.
  • Make recommendations on new products and services dependent on client input and general industry
  • Assist with complex documentation / analysis needs of senior team members.
  • Present to executive team as appropriate.
Decision Making / Expected Impact
  • Proactive, client centric solutions management. Individual portfolio growth goals.
  • Clients typically moderate in size, moderate to high exposure points.
  • Dedicated, primary point of contact for moderately complex portfolio of clients.
  • Will travel to client as needed. High quality, high touch contact.
  • Anticipated Travel - 50%
Minimum Requirements
  • College degree preferred, secondary degree desired.
  • Generally 5+ years industry or relevant experience in account management, sales or contract negotiations.
  • Extensive knowledge of functional discipline with track record of successful relationship management experience.
  • Ability to prioritize multiple initiatives.
  • In‐depth knowledge of product(s) and solution options.
  • Strong negotiation and influencing skills, presentation skills, analytic capability.
  • Strong verbal and written communication skills.
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