Relationship Account Manager-Healthcare, Higher Education and Non-Profit Vice President

You are customer focused enjoy building relationships and providing financial advice to your clients. A role as a Relationship/Account Manager is for you.

The Account Manager role serves as a key liaison for Commercial Bank clients in the Healthcare Higher Education and Non-Profit space. The Account Manager works closely with Commercial Bankers Treasury Management Officers and Client Service to deliver an enhanced client experience to the firms complex relationships and newly acquired clients being implemented. The role requires excellent project management leadership and communication skills and serves as an ongoing relationship partner for clients.

The Account Manager plays an important role in the execution of the firms retention growth and client experience strategies including accountability to deliver on broader organizational service and revenue expansion.

The Account Manager role is a critical partnership allowing for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity while retaining an engaged resource that can ensure a high degree of client satisfaction.

JobResponsibilities:

• Ability to partner across functional roles primarily including Banking Treasury Credit and Service
• Superior leadership abilities and strategic thinking
• Strong project management capabilities
• Keen understanding and ability to navigate internal processes and systems
• Proven stakeholder management relationship building and team development skills
• Exceptional client focus
• Excellent verbal and written communication skills
• Experience translating client strategic direction into team vision and deliverables
• Demonstrated executive presentation and planning skills
• Ability to effectively prioritize and execute tasks in time-sensitive situations
• Accustomed to leading through change and influencing colleagues to work together effectively

Client Management

• Contribute to strategic client reviews and long term planning
• Manage/resolve client escalations and issues
• Coordination and project management of product implementations and service related needs
• Assist in relationship review documents visualizations from data sets and mutually agreed upon performance report cards with product
• Maintain ongoing relationship management routines
• Manage messages and promote understanding of client perceived value
• Drive increased client satisfaction

Operational Management

• Create and manage planning for projects such as migrations year-end pricing changes etc.
• Manage project meetings for large client implementations
• Work with Risk partners for certain elements of risk management including reputational risk.
• Help coordinate and facilitate RFPs responses
• Lead cross-functional client projects
• Operational and functional knowledge of credit products to be able to address and resolve set-up invoice and billing issues
• Problem solving of billing and collections issues

Commercial Management

• Manage Client change request process:
  • Present requests to Product/Market to review JPMC costs margin and obtain approval to submit costs estimates to client
  • Partner with Operations and Service team to find solutions for non-BAU client request
  • Partner with Ops to support the client for all on-site visits for peak client User Acceptance Test site visits etc.
• Partner with Banking and Sales on growth opportunities
• Assist with contract negotiations including pricing performance agreements business continuity etc.

Required Qualifications Capabilities and Skills:

• Bachelors degree
• 7 years prior work experience in Business Operations / Client Services / Sales Support
• Ability to assess & calibrate with multiple partners on project deliverables under time sensitive deadlines
• Established program management skills with experience in complex projects and expertise in project management discipline tools & techniques
• Experience collaborating in a team environment with accountability for results must be skilled in developing strategies as well as executing tactics in a hands-on environment
• Demonstrated ability to work across a virtual and/or geographically dispersed team
• Proven client interaction skills to calibrate & manage client expectations
• Strong ability to establish alliances with other departments and organizations by recognizing dependencies in order to drive results

Preferred Qualifications Capabilities and Skills:

• Proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management sales IT operations and product management banking implementation
• Experience with Treasury Services products and implementation processes
• Working knowledge of Microsoft Office suite of products such as Project Power-point and Excel
• Ability and willingness to travel at times to meet with clients and be present at operational sites (e.g. Lockbox)
• The final officer title and job grade is at the discretion of the firm and will be discussed at the time of may be different than what is listed on the requisition based on candidate experience level.