דרושים Head Customer Marketing & Advocacy - Jp Morgan Payments ב-גיי פי מורגן ב-United States, Plano

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Middle Market clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships. You will meet JP Morgan Merchant Services’ profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio.

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 maintaining high levels of client satisfaction
• Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery
• Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services
• Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury 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 relationship, as well as provide compelling financial and market analysis to support proposals to expand business
• Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment.

Required qualifications, capabilities and skills:

• 8 + years of experience within a strategic relationship management role, business development role; or technology related experience with
• Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients
• Experience and comfort level working with C-suite level client stakeholders
• Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners
• Demonstrated ability to work across cultures with internal teams and external clients
• Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills
• Travel required-25%

Preferred qualifications, capabilities and skills:

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

Job Responsibilities

As an , you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments.

Job responsibilities:

• Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
• Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
• Understand client needs and provide advice and strategies to achieve their investment goals
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
• Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
• Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.

Required qualifications, capabilities, and skills:

• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required
• Life and Health Insurance licenses (This role requires you to be licensed in all states)
• Be flexible and adaptable, especially when working under pressure.
• Use critical thinking and logic to solve problems, and think creatively and "outside the box."
• Organize your tasks and manage your time well to handle multiple priorities effectively.

Preferred qualifications, capabilities, and skills:

• 3 years of relevant Financial services or brokerage experience preferred
• 2 Years experience servicing and or sales of Annuities Product
• Bachelor’s degree preferred.

Job Responsibilities:

• Cultivates cross sell business opportunities within the portfolio by aligning with RM teams and the Banker and Treasury team to achieve individual sales goals
• Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across JP Morgan
• Creates strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
• Build template-driven business case quantification for clients in support of payment solutions
• Completes analysis to competitively identify and price JP Morgan products and services for profitability
• Demonstrates ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (C-level executives) to evaluate needs, propose solutions from our suite of merchant services products
• Partners with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions-- works with internal partners to ensure successful implementation and product ramp-up
• Lead complex contract renegotiations
• Makes recommendations on new products and services dependent on client input and general industry observations

• Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations

Required Qualifications, Skills and Capabilities:

• Possesses a minimum of 8+ years of related sales and relationship management experience
• Strong knowledge of the merchant services industry, products and services
• Excellent communication skills with individuals at all levels, internally and externally
• Ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
• Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
• Ability to balance needs of clients with associated risks and interests of the firm
• Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives
• Knowledge of diverse types of businesses, industries, markets, financial and economic concepts
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

FEDERAL DEPOSIT INSURANCE ACT:

As a Vice President on the Payments Revenue Management-Merchant Services Strategy team, you will work to solve large scale, cross-functional problems impacting product, sales and client experience. You will use available statistical, financial, process and project management tools to help frame initiatives and concepts. You will be responsible to articulate the strategy / approach, managing large meetings, tracking open items, and ensuring follow up.

Job Responsibilities

• Support development of strategic frameworks for the commercialization of new products and revenue optimization of existing products
• Interface with leadership in sales, product, service, implementation, finance and revenue management to identify revenue growth guidelines and opportunities
• Work with product, finance and data analytics to develop on-going reporting that will articulate costs and benefits of proposed changes
• Recommend and implement changes to simplify pricing and billing practices

Required Qualifications, Capabilities and Skills

• BA/BS in Management, Marketing, Finance, Economics or a related discipline.
• Intermediate to advanced level skills in Excel, PowerPoint and SharePoint
• 7+ years of experience in an analytical function with additional experience in one or more of the following areas: Product Management, Sales, and Treasury Management
• 7+ years of relevant experience in the financial services industry
• Proficient knowledge of control and risk management concepts
• Well-developed interpersonal, organizational, analytical, problem-solving, project management and verbal and written communication skills
• This position will require limited travel

Preferred Qualifications, Capabilities and Skills

• MBA
• 3+ years in Sales or Product Management related to Merchant Services
• Pricing and Billing experience

You are a strategic and analytical thinker, capable of analyzing trends, aligning client needs, and support the smooth release, adoption of and continued engagement with our products. Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings

Job responsibilities

• Conducts comprehensive analysis on customer feedback to evaluate trends, and client behavior
• Understand user behavior, pain points & competitive user experience gaps in our client offerings.
• Own the ongoing optimization and iteration of our small business merchant experience from onboarding to ongoing management; Identify UX friction in our end-to-end workflows including client onboarding, internal reporting, and drive improvements to our products
• Create success metrics and roles and responsibilities for execution
• Collaborate with partners to define customer experience strategic improvements, implement strategy and measure impact by planning coordinating with the appropriate teams, such as product, servicing, operations and risk.
• Analyze customer experience trends to identify areas for improvement and develop actionable insights.
• Organize and host forums to share insights with stakeholders and gather feedback.
• Develop modern and easy-to-follow CSAT and NPS decks to present insights and recommendations.
• Collaborate with the support team to ensure content is relevant, up-to-date, and effectively addresses customer needs.
• Guide and direct the creation of helpful tips and videos to enhance our support content and influence customer satisfaction.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in Marketing, Customer Experience, Product, or Project Management
• Strong understanding of risk management and controls, regional and local nuances, and governance requirements
• Proven ability to comprehend and interpret market regulatory requirements to confirm and secure required market approvals and operational requirements
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Strong communication skills and ability to explain product related customer feedback to stakeholders
• Proven experience in customer experience, project management, or a related field.
• Strong analytical skills with the ability to interpret data and trends.
• Excellent communication and presentation skills.
• Experience in guiding the creation of engaging content, including videos and written materials.
• Ability to work collaboratively with cross-functional teams.

• Proficiency in tools and software for creating presentations and videos. Strong organizational skills and attention to detail.

Preferred qualifications, capabilities, and skills

• Experience driving change with stakeholders using client feedback
• Experience with customer satisfaction metrics such as Customer Satisfaction (CSAT) and Net Promoter Score (NPS).
• Familiarity with customer support platforms and content management systems.
• Experience managing Customer Experience within Merchant Services.