Customer Relationship Manager, Advisory


Location: Allen, TX, TX, 75013
Employee Type: full time
Experience: 2 - 5 years
Education: Highschool GED
Travel Required: none



Acting independently, maintains post-sales contact with customers in order to facilitate a positive and productive long-term relationship.  Acts as the company’s "single point of contact" for all applicable JHA product/service matters.  Develops and maintains close working relationships with the management and staff of assigned customers.



  • As the "single point of contact" for each assigned customer, assists with the research and resolution of all matters, for all applicable products and services.
  • Builds and maintains close working relationships with all levels of customer staff and management to ensure the long-term viability of the relationship.
  • Maintains a high degree of communication with the management of each customer, including regularly scheduled conference calls and/or onsite, face-to-face visits.  Assists with research and resolution of identified issues and reports pertinent findings to JHA management in the defined method.
  • Tracks and manages the resolution of all issues for new customers, as well as, post release issues for existing customers. 
  • Responsible for the identification and referral of sales opportunities.
  • May assist less experienced peers.  May act as a team lead.



  • Bachelor’s degree preferred.
  • 15+ years of Banking Operations Experience  
  • Have held a title of VP or higher within a bank
  • Very comfortable working with executive managers  
  • Experience with JHA as a customer or employee
  • Very strong communication skills
  • Very strong organization skills
  • Very driven/service oriented
  • An equivalent combination of education and experience sufficient to successfully perform the essential functions of the job.



  • Has broad expertise or unique knowledge and contributes to company objectives as a subject matter expert (SME).  Works on highly complex and diverse projects.  Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles.  Exercises independent judgment in selecting methods, techniques and evaluation criteria for obtaining solutions.
  • Superior knowledge of the financial industry.
  • Superior knowledge of company products and services.
  • Superior communication and customer interaction skills, including the ability to deliver presentations.
  • Superior organizational skills.
  • Proficient in Microsoft Office (Excel, Word and Outlook).
  • Able to learn the specific business goals and needs of each customer, helping them achieve their goals and formally communicate (report) findings to JHA management; able to help JHA know our customer.
  • Able to fluently interact and communicate with all levels of customer and internal staff, management and executives.
  • Able to provide guidance to aid in the resolution of customer issues.
  • Able to represent JHA in a professional and polished manner.
  • Able to meet aggressive deadlines.



  • Typical office setting with environmentally controlled conditions.
  • Able to act independently with limited direction as business needs dictate.
  • Extended overnight travel may be required.
  • May work remotely.



In performance of their respective responsibilities, all employees of Jack Henry and Associates are expected to:

  • Complete quality work within deadlines.
  • Interact professionally with other employees, customers and suppliers.
  • Work effectively as a team contributor on all assignments.
  • Communicate and coordinate work efforts with other employees, customers and suppliers.
  • Perform other duties as assigned. 
  • Attend work regularly based on the assigned schedule.


Jack Henry & Associates, Inc. is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace.




Jack Henry and Associates, Inc.