Embedded Banking Program Lead for Fintech Partners

Piermont Bank; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Job summary

Piermont Bank is seeking an experienced professional to manage a segment of its Embedded Banking client portfolio and drive growth across fintech partnerships. You will own client relationships, understand each business model, and oversee onboarding, due diligence, and approvals.

The role reports to the Chief Growth Officer and requires fintech, payments, or banking expertise, with the ability to juggle multiple programs and deliver results for both the bank and its fintech clients.

Qualifications

• Exceptional relationship management skills.
• Strong verbal and written communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to deal with competing priorities.
• Self-starter, motivated, independent, versatile team player who works well under pressure across a diverse group of stakeholders.

Responsibilities

• Manage a segment of the Embedded Banking client portfolio.
• Develop a clear and deep understanding of each client’s business model, use case, target end-users, and flow of funds.
• Foster strong relationships with each client and be the point person for client-related communications and requests
• Conduct end-to-end onboarding of new Embedded Banking relationships, including document collection/review, due diligence approval memos, limit calculations, and approvals .
• Identify potential growth or expansion opportunities within the existing portfolio, and evaluate /document new feature or use case modification requests, coordinating internal reviews and approvals as needed
• Facilitate reviews and related requests for the bank’s ongoing oversight needs of its Embedded Banking relationships
• Participate in other ad-hoc projects to improve the quality and delivery of the bank’s Embedded Banking channel

Skills

Relationship management

Communication

Analytical thinking

Prioritization

Independent yet collaborative

Education

Bachelor’s degree or equivalent

Job description

Piermont Bank is seeking an experienced professional to manage a segment of its Embedded Banking client portfolio and drive growth across fintech partnerships. You will own client relationships, understand each business model, and oversee onboarding, due diligence, and approvals.

The role reports to the Chief Growth Officer and requires fintech, payments, or banking expertise, with the ability to juggle multiple programs and deliver results for both the bank and its fintech clients.