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

Location: Tempe, AZ, United States

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering small businesses through innovative payment solutions. As a Small Business US Loyalty and Retention Relationship Manager - Payment - Associate in our Client Service Delivery team, you will play a pivotal role in fostering long-term client relationships and driving retention in the competitive US small business market. Based in Tempe, AZ, this position requires a strategic thinker passionate about delivering exceptional solutions to clients, leveraging your experience in relationship management to enhance loyalty programs and payment services. You will work closely with small business owners to understand their unique needs, recommend tailored JP Morgan Chase payment products, and implement strategies that promote sustained engagement and growth. Your day-to-day responsibilities will include managing a dedicated portfolio of clients, conducting in-depth needs assessments, and developing customized retention plans that incorporate loyalty rewards and value-added services. You will collaborate with internal teams, including product specialists and compliance experts, to ensure seamless delivery of solutions while adhering to JP Morgan Chase's high standards of integrity and regulatory compliance. By analyzing client data and market insights, you will identify opportunities to mitigate churn, upsell advanced payment features, and contribute to the firm's overall client satisfaction metrics. This role demands a proactive approach to relationship building, where you will serve as a trusted advisor, helping small businesses navigate the complexities of payments in a dynamic financial landscape. Joining JP Morgan Chase means becoming part of a world-class organization that values innovation, diversity, and professional growth. In this associate-level position, you will have access to robust training programs, mentorship from seasoned leaders, and opportunities to advance within our Commercial Banking division. If you thrive in a fast-paced environment and are dedicated to making a meaningful impact on small business success, this role offers the chance to contribute to JP Morgan Chase's mission of enabling economic progress through superior financial services.

Key Responsibilities

• Manage a portfolio of small business clients to enhance loyalty and retention through personalized payment solutions
• Develop and implement retention strategies, including loyalty programs tailored to US small business needs
• Build and maintain strong relationships with clients, acting as their primary point of contact at JP Morgan Chase
• Analyze client data to identify opportunities for upselling payment products and improving satisfaction
• Collaborate with cross-functional teams to deliver innovative solutions that drive client engagement
• Monitor market trends in small business payments and advise clients on optimal strategies
• Conduct regular client meetings and reviews to ensure high levels of service and retention
• Track and report on key performance metrics related to client loyalty and retention goals
• Ensure compliance with JP Morgan Chase policies and US financial regulations in all client interactions
• Support the onboarding of new small business clients into loyalty programs

Required Qualifications

• Bachelor's degree in Business, Finance, or a related field
• Minimum of 3 years of experience in relationship management within financial services, preferably in payments or small business banking
• Proven track record in client retention and loyalty programs
• Strong understanding of US small business payment solutions and market dynamics
• Excellent communication and interpersonal skills for building client relationships
• Ability to analyze client needs and develop tailored retention strategies
• Proficiency in CRM systems and financial software used in banking

Preferred Qualifications

• Experience working at a major financial institution like JP Morgan Chase
• Knowledge of loyalty and rewards programs in the payments industry
• Certification in financial services or relationship management (e.g., CFP or CRM designation)
• Background in sales or account management for small business clients
• Familiarity with regulatory compliance in US banking and payments

Required Skills

• Relationship management
• Client retention strategies
• Payments industry knowledge
• Data analysis and reporting
• Strategic thinking
• Communication skills
• Problem-solving
• CRM software proficiency (e.g., Salesforce)
• Financial acumen
• Negotiation and influencing
• Time management
• Regulatory compliance awareness
• Customer service orientation
• Team collaboration
• Market trend analysis

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching
• Generous paid time off, including vacation, sick days, and holidays
• Professional development opportunities and tuition reimbursement
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers and wellness initiatives at JP Morgan Chase locations
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.