Program Relationship Manager

Zenus Bank International; San Juan (PR); On-site; USD 90,000 - 130,000; Full time

Job summary

Zenus Bank International seeks a relationship management professional to support a portfolio of fintech Program Managers using our banking and payments infrastructure. You will be the primary contact, coordinate onboarding with Compliance, Operations, Payments, Product and Tech, and provide ongoing relationship services across account services, payments, FX, and platform capabilities.

Fluency in English is preferred; experience with private banking or high-net-worth clients is advantageous.

Qualifications

• Three to five years of experience in relationship management in financial services.
• Experience delivering personalized, responsive service and managing complex client needs.
• Familiarity with banking operations, domestic and international payments, and foreign exchange.

Responsibilities

• Serve as the primary relationship contact for Program Managers, understanding their business models and banking needs.
• Coordinate onboarding with Compliance, Operations, Payments, Product, and Technology teams.
• Provide ongoing relationship support across account services, payments, FX, and platform capabilities.
• Track service requests, resolve issues, and coordinate escalations.
• Conduct regular relationship reviews to discuss performance and growth opportunities.
• Help Program Managers understand documentation requirements and procedures.
• Coordinate compliance information requests and periodic reviews.
• Identify opportunities to expand relationships through approved products and services.
• Maintain CRM records, action plans, and follow-ups.
• Communicate partner feedback to improve service delivery.

Skills

Relationship management

Private banking / HNWI

Communication

Organization

CRM systems

KYC/AML

Cross-functional collaboration

Payments knowledge

Tools

CRM systems

Digital banking platforms

Job description

About Zenus

Zenus' mission is to facilitate banking beyond borders.

Operating in over 150 countries, we enable people and businesses to open a US bank account online, without the need to be a US citizen, resident, or a company registered in the US, opening up the security, stability, and freedom of US banking to the world.

Our state-of-the-art technology, exclusive partnerships, and proprietary processes are now being made available via our embedded banking services to enable other businesses to create innovative financial experiences for their customers.

About the Role

We are seeking a relationship management professional to manage and support a portfolio of fintech Program Managers using our banking and payments infrastructure.

The ideal candidate brings experience serving high-net-worth individuals or managing private banking relationships and can apply that same level of responsiveness, discretion, and attention to detail to business relationships with our Program Managers.

Key Responsibilities

• Serve as the primary relationship contact for assigned Program Managers, developing a strong understanding of their business models, program structures, and banking needs.
• Coordinate onboarding and implementation with Compliance, Operations, Payments, Product, and Technology teams.
• Provide ongoing relationship support across account services, payments, foreign exchange, and platform capabilities.
• Track service requests, resolve issues, and coordinate escalations while keeping Program Managers informed.
• Conduct regular relationship reviews to discuss program performance, service needs, outstanding items, and growth opportunities.
• Help Program Managers understand documentation requirements, operational procedures, and available services.
• Coordinate compliance information requests and periodic reviews, ensuring timely follow-up.
• Identify opportunities to expand existing relationships through approved products and services.
• Maintain accurate relationship records, action plans, and follow-up activities in the CRM.
• Communicate partner feedback internally to improve service delivery and the overall program experience.

Required Qualifications

• Three to five years of experience in relationship management, private banking, high-net-worth client services, commercial banking, or related financial services.
• Experience delivering personalized, responsive service and managing complex client needs.
• Strong communication, organization, problem-solving, and stakeholder management skills.
• Familiarity with banking operations, domestic and international payments, and foreign exchange.
• Working knowledge of KYC, AML, and client due diligence processes.
• Ability to coordinate across teams and manage multiple priorities with consistent follow-through.
• Comfort using digital banking platforms and CRM systems.

Preferred Qualifications

• Experience working with fintechs, Program Managers, embedded banking, or banking-as-a-service programs. .
• Experience supporting international clients or cross-border financial services.
• Fluency in English and Spanish.

Measures of Success

• Program Manager satisfaction and retention.
• Timely onboarding and resolution of service requests.
• Effective coordination across internal teams.
• Growth and adoption of approved services within assigned relationships.
• Timely completion of documentation and relationship reviews.

Our Values & Culture

Go Beyond

Our people take ownership and accountability for everything they do, looking to exceed expectations on all fronts.

In This Together

We always treat our colleagues, partners, and clients with respect and hold ourselves to the highest standards of integrity.

You Grow. We Grow.

We encourage our team to constantly develop themselves and always be learning. We believe this is the best way to ensure Zenus offers the best services and continues to grow.