Relationship Manager, Banking & Treasury Serv

Priority Commerce; Oregon; Hybrid; USD 76,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Employee Stock Purchase Program (ESPP)

HSA and FSA options

3 weeks PTO

Job summary

Priority Technology Holdings, Inc. is seeking a Relationship Manager in Banking & Treasury Services to serve high-value clients remotely. You will act as a trusted advisor, manage post-integration relationships, and partner with internal teams to expand product adoption and revenue.

The role emphasizes customer success, collaboration, and strategic client engagement. The ideal candidate has 5+ years in client success or relationship management within FinTech or banking, with strong communication

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.
• Ability to understand end to end processes and work collaboratively.

Responsibilities

• Relationship Management: Key point of contact post-integration; establish and nurture trust-based relationships with clients.
• Product knowledge: Maintain deep understanding of banking and treasury management products to address client queries.
• Regular client check-ins: Conduct periodic meetings to understand evolving client needs.
• Advocate for roadmap: Understand customer needs to push for relevant product solutions.
• Escalation management: Collaborate with internal teams to resolve issues.
• Lead Quarterly Business Reviews with Partners.
• Drive feature adoption and upsell opportunities with existing clients.
• Contribute to revenue growth by increasing product usage and engagement.
• Create SOPs and strengthen cross-functional collaboration.
• Provide feedback to Sales, Marketing, Product and other teams.

Skills

Client relationship management

Communication skills

Interpersonal skills

End-to-end process understanding

Patience and diplomacy

Education

Associate’s degree in Finance or Business or equivalent

Job description

Job title: Relationship Manager, Banking & Treasury Services

Reports to: Director of Banking, Treasury, and Platform Relationships

Department: Passport

Location: Remote

Grade: 16

About Priority

Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.

We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.

At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.

About the Role

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 CollaborationInternal 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

Success in the Relationship Manager, Banking & Treasury Services role looks like being a trusted advisor to high-value clients while driving measurable business impact. Specifically, success includes:

1. Strong Client RelationshipsClients trust you as their main point of contact. They feel supported and confident using the banking/treasury product.
2. Happy & Retained ClientsClients’ issues are resolved quickly. They stay with the company and continue using the product.
3. Product Adoption & GrowthClients understand and use more features of the product. You identify opportunities for upselling or cross-selling.
4. Being the Voice of the CustomerYou share client feedback with internal teams. Your insights help improve the product and customer experience.
5. Proactive client managementRegular check-ins. Quarterly reviews uncover client needs before problems arise.
6. Effective problem resolutionYou coordinate with internal teams to resolve issues quickly and escalating when needed.
7. Valuable customer insightsClient feedback is consistently shared with product and other teams to improve the platform.
8. Operational excellenceProcesses, documentation (SOPs), and internal collaboration run smoothly.

In short: Success means keeping clients happy, growing their usage of the product, solving their problems efficiently, and acting as the voice of the customer internally.

Candidate Requirements

Minimum Requirements: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.

Work Environment & Culture

We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results.

Compensation and Benefits

Compensation range: $76k - $85k

We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.

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

We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind.

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).

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.