Relationship Manager-Payments-Vice President

Location: Plano, TX, United States

Job Family: Relationship Manager

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Relationship Manager-Payments-Vice President in our Chase Merchant Services team based in Plano, TX, you will play a pivotal role in nurturing and expanding key client relationships. Your primary focus will be on growing and retaining a portfolio of merchant clients by delivering customized payment solutions that drive their business success. Leveraging JPMorgan Chase's extensive resources, you will help clients navigate the evolving payments landscape, from traditional card processing to advanced digital and treasury services, ensuring they benefit from our secure, scalable platforms. In this dynamic role, you will collaborate closely with enterprise clients across industries such as retail, e-commerce, and hospitality, identifying opportunities to enhance their payment ecosystems. Responsibilities include conducting in-depth needs analyses, presenting tailored product recommendations, and fostering long-term partnerships that align with JPMorgan Chase's commitment to excellence. You will also work alongside internal stakeholders in product development, risk management, and compliance to deliver seamless experiences, while proactively monitoring portfolio performance to achieve revenue targets and mitigate risks in a highly regulated environment. JPMorgan Chase values professionals who thrive in a collaborative, innovative culture. As a Vice President, you will contribute to strategic initiatives that shape our payments offerings and mentor emerging talent. This position offers the chance to make a tangible impact on clients' growth while advancing your career within one of the world's most admired financial institutions. If you are passionate about financial services and client-centric solutions, join us in Plano to help power the future of payments.

Key Responsibilities

• Manage and expand a portfolio of Chase Merchant Services clients, focusing on revenue growth and retention
• Develop and execute tailored relationship strategies to meet client needs in payments and treasury solutions
• Conduct regular client meetings, needs assessments, and presentations on JPMorgan Chase's payment innovations
• Collaborate with internal teams, including product, risk, and compliance, to deliver seamless service
• Identify cross-selling opportunities for additional JPMorgan products like commercial banking and capital markets
• Monitor market trends in payments and advise clients on optimizing their merchant services
• Drive new business development through networking, referrals, and targeted outreach in the Plano region
• Ensure compliance with all regulatory requirements and internal policies in client interactions
• Prepare and analyze portfolio performance reports to inform strategic decisions
• Mentor junior team members and contribute to team goals in a collaborative environment

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• Minimum of 7 years of experience in payments, merchant services, or financial relationship management
• Proven track record in growing and retaining client portfolios in the financial services industry
• Strong understanding of payment processing, merchant acquiring, and treasury services
• Excellent communication and negotiation skills with experience managing high-value client relationships
• Ability to travel up to 25% for client meetings and industry events
• Series 7 or equivalent licensing preferred, with knowledge of regulatory compliance in banking

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with large enterprise clients in retail, e-commerce, or hospitality sectors
• Familiarity with Chase Merchant Services products and JPMorgan Chase's ecosystem
• Bilingual skills, particularly Spanish, to serve diverse client bases in Texas
• Previous leadership experience in sales teams within a top-tier financial institution

Required Skills

• Expertise in payment processing technologies and merchant acquiring
• Proficiency in financial analysis and portfolio management tools
• Strong relationship-building and client consultation abilities
• Negotiation and contract management skills
• Knowledge of regulatory frameworks like PCI DSS and AML
• Sales acumen with experience in consultative selling
• Analytical thinking for market trend evaluation
• Effective presentation and public speaking
• Project management for cross-functional initiatives
• Adaptability to fast-paced financial environments
• Technical proficiency in CRM systems like Salesforce
• Interpersonal skills for team collaboration
• Strategic planning and revenue forecasting
• Risk assessment in client transactions
• Digital payments innovation awareness

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to JPMorgan Chase's wellness initiatives
• Flexible work arrangements, including hybrid options in Plano, TX
• On-site fitness centers and employee assistance programs for work-life balance

JP Morgan Chase is an equal opportunity employer.