Relationship Manager, Banking & Treasury Serv

Priority Commerce; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote work

Job summary

Priority Technology Holdings, Inc. is seeking a Relationship Manager for Banking & Treasury Services to manage high-value clients remotely. You will ensure clients achieve outcomes, drive satisfaction, and support retention and revenue growth.

You will serve as a trusted advisor, supporting cross-sell opportunities and leading client check-ins and quarterly business reviews, coordinating with internal teams to deliver tailored banking and treasury solutions.

Qualifications

• Associate's degree in Finance, Business, or equivalent.
• 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.

Responsibilities

• 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).
• Internal 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.

Skills

Verbal communication

Written communication

Interpersonal skills

End-to-end processes

Education

Associate's degree in Finance, 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:

• 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).
• Internal 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:

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

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