20h ago

Relationship Manager, Banking & Treasury Serv

US

$64k-$93k / year

full-timesenior Remotefinance

πŸ’Ό About This Role

You'll serve as a strategic partner to enterprise clients, helping them maximize banking and treasury solutions in a fast-paced fintech environment. You'll manage high-impact client relationships, drive product adoption, and identify opportunities for expansion. This role offers exposure to enterprise clients and growth opportunities in a rapidly evolving financial technology landscape.

🎯 What You'll Do

  • Serve as primary point of contact for enterprise banking clients post-implementation.
  • Drive product adoption and revenue growth through upsell and cross-sell opportunities.
  • Collaborate with product, sales, operations, and customer success teams.
  • Manage escalations and advocate for customer needs internally.

πŸ“‹ Requirements

  • 5+ years of experience in relationship management in fintech or banking.
  • Strong understanding of banking operations and treasury services.
  • Proven ability to manage enterprise-level client relationships.
  • Associate’s degree in Finance, Business, or related field.

✨ Nice to Have

  • Experience with quarterly business reviews.
  • Familiarity with treasury management systems.
  • Certified Payments Professional (CPP) certification.

🎁 Benefits & Perks

  • πŸ’° Bonus opportunities and employee stock purchase program (ESPP).
  • πŸ–οΈ Unlimited PTO after the first year.
  • πŸ’Ό 401(k) plan with employer matching.
  • πŸ₯ Medical, dental, and vision insurance coverage.
  • πŸ“š Education reimbursement and leadership development opportunities.

πŸ“¨ Hiring Process

Estimated timeline: 2-3 weeks Β· AI estimate

  1. 1Recruiter screenΒ· 30 min
  2. 2Hiring manager interviewΒ· 45 min
  3. 3Panel interviewΒ· 60 min
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