Relationship Manager

1 week ago


Richmond Hill, Ontario, Canada JPMorgan Chase Bank, N.A. Full time

As a Relationship Manager you will provide an internal support function to assist with National Sales, Relationship Management and Loyalty & Retention teams (ie: Client Services).

You will also be focused on monthly departmental reporting and routine functions that support the teams' controls and compliance requirements.

In this role, you will also have the opportunity to work on several departmental project initiatives across the organization. Projects include supporting revenue growth strategies, performance tracking and other strategic business initiatives.

Job responsibilities:

  • Consolidation and continual improvement of departmental Monthly Business Review deck
  • Oversight of the Contract Administration process verify accuracy of incoming contracts and assist in their execution
  • Facilitate the transition of accounts with contract documents from Sales to Relationship Management
  • Excel data manipulation and reporting; gathering and consolidation of data from RM/Sales for departmental and interdepartmental use
  • Adhoc departmental projects and project management
  • Lead initiatives/projects to resolve problems identified by Field and Senior Managers
  • Develop strategic presentations for both internal and external audiences

Required qualifications, capabilities, and skills:

  • Merchant Services and/or Financial Institutions experience preferred
  • Diverse problem solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments across financial services sectors
  • Excellent and efficient skills using MS Excel and PowerPoint

Preferred qualifications, capabilities, and skills:

  • Open to an environment of active developmental feedback from peers
  • Preferred experience with Tableau and Salesforce


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.



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