[Hiring] Relationship Manager, Banking & Treasury Services @Priority Technology Holdings, LLC

Role Description

As a Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term success of high-value clients and the company. By ensuring clients achieve their desired outcomes, the role will help drive customer satisfaction, loyalty, and retention, which in turn can lead to increased revenue and business growth. You will act as trusted advisors to clients, helping them to realize the full potential of the company’s offerings and contributing to the overall success and reputation of the company. You will be supporting our core clients who are growing and looking for opportunities to cross-sell our products.

Responsibilities

• Relationship Management:
  • Key point of contact post-integration: Establish and nurture trust-based relationships with clients after integration.
  • Product knowledge and support: Maintain a deep understanding of our banking and treasury management product to effectively address client queries and offer solutions.
  • Regular client check-ins: Conduct periodic meetings to understand clients’ evolving needs and align services to meet those needs.
  • Build an understanding of customer needs to advocate for roadmap and product solutions.
  • Escalation management and collaboration with internal teams to resolve any customer issues.
  • Leading Quarterly Business Reviews with Partners.
  • Continually push for new feature adoption with existing clients.
  • Actively drive increase to bottom line revenue.
  • Assigned to higher-touch enterprise clients.
  • Creating SOPs (Standard Operating Procedures).
• Cross-Functional Collaboration:
  • Internal coordination: Collaborate with various internal teams to effectively meet client needs and identify upselling or cross-selling opportunities.
  • Feedback loop: Work with sales, marketing, product, and other departments to provide client feedback, contributing to product improvements and the development of new offerings.

What Success Looks Like

• Strong Client Relationships: Clients trust you as their main point of contact and feel supported and confident using the banking/treasury product.
• Happy & Retained Clients: Clients’ issues are resolved quickly, and they stay with the company and continue using the product.
• Product Adoption & Growth: Clients understand and use more features of the product, and you identify opportunities for upselling or cross-selling.
• Being the Voice of the Customer: You share client feedback with internal teams, and your insights help improve the product and customer experience.
• Proactive client management: Regular check-ins and quarterly reviews uncover client needs before problems arise.
• Effective problem resolution: You coordinate with internal teams to resolve issues quickly and escalate when needed.
• Valuable customer insights: Client feedback is consistently shared with product and other teams to improve the platform.
• Operational excellence: Processes, documentation (SOPs), and internal collaboration run smoothly.

Qualifications

• Associate’s degree in Finance, Business, or equivalent work experience.
• 5+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.
• Banking Operations / Treasury Experience preferred.
• Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross functional teams.
• Ability to understand end to end processes.
• Patient, diplomatic, and collaborative.
• Advanced communication skills and the ability to have crucial conversations with our clients.

Benefits

• Compensation range: $64k - $93k
• Financial Wellness:
  • Bonus programs
  • 401(k) match
  • Employee Stock Purchase Program (ESPP)
  • HSA and FSA options
  • Financial wellness resources and employee discount programs
• Health & Well-being:
  • Medical, dental, and vision coverage
  • Mental health support for employees and dependents through Lyra Health
  • Family planning and women’s health benefits through Carrot
  • Gym membership reimbursement and virtual wellness programs (including yoga)
• Time Off:
  • 3 weeks PTO to start, with unlimited PTO after year one
• Growth & Development:
  • Education expense reimbursement
  • Leadership development programs
  • Certified Payments Professional (CPP) certification support

Traditional Physical Requirements

• Requires prolonged sitting, standing, bending, stooping and stretching.
• Requires the ability to lift 10 pounds.
• Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).