[Hiring] Director of Banking, Treasury, & Platform Relationships @Priority Technology Holdings, LLC

Role Description

The Director of Banking, Treasury, & Platform Relationships is responsible for developing and maintaining strategic relationships with key clients, partners, and stakeholders to drive business growth, client satisfaction, and long-term value. This role leads a team of relationship managers, ensures high service standards, and works cross-functionally to align client needs with organizational capabilities.

Responsibilities:

• Client Relationship Strategy
  • Develop and execute relationship management strategies for key accounts.
  • Build and maintain strong relationships with senior client stakeholders.
  • Act as the primary escalation point for high-value clients.
  • Identify opportunities to deepen partnerships and expand services.
• Business Growth & Revenue Development
  • Drive account growth through upselling, cross-selling, and contract renewals.
  • Identify new business opportunities within existing client portfolios.
  • Collaborate with sales and marketing teams to support business development.
• Team Leadership
  • Lead, mentor, and manage a team of Relationship Managers & Team Leads.
  • Establish performance goals, KPIs, and development plans for the team.
  • Foster a client-centric culture across the organization.
• Client Experience & Retention
  • Monitor client satisfaction and retention metrics.
  • Implement initiatives to improve customer experience.
  • Resolve complex client issues and ensure timely service delivery.
• Cross-Functional Collaboration
  • Work closely with sales, product, operations, and customer support teams.
  • Communicate client feedback to internal teams to improve products/services.
  • Ensure alignment between client expectations and internal capabilities.
• Performance & Reporting
  • Track account performance and revenue targets.
  • Prepare executive reports on client portfolio health.
  • Use CRM and analytics tools to monitor engagement and growth opportunities.

Qualifications

• Bachelor’s degree in Finance, Business, or equivalent work experience.
• 10+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.
• Banking Operations / Treasury Experience required.
• 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.
• Demonstrated history of strategic relationship building.
• Prior leadership experience and team development.
• Negotiation and stakeholder management.
• Problem solving and conflict resolution.
• Comfortable communication with all levels of leadership.
• CRM experience with data-driven decision making.

Benefits

• Compensation range: $130k - $150k
• 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

Company Description

Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.