Relationship Manager, Banking & Treasury Serv

Priority Technology Holdings, Inc.; United States; Remote; USD 76,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Employee Stock Purchase Program (ESPP)

HSA and FSA options

Medical, dental, and vision coverage

Lyra Health mental health resources

Carrot family planning benefits

Gym membership reimbursement

Time Off

3 weeks PTO to start

Unlimited PTO after year one

CPP certification support

Job summary

Priority Technology Holdings, Inc. is seeking a Relationship Manager for Banking & Treasury Services. This role supports high-value clients remotely in the US, driving customer satisfaction, loyalty, and revenue growth.

You will act as a trusted advisor, ensuring clients realize the full potential of our offerings and contributing to the company’s reputation. This role focuses on cross-selling to core clients and cross‑functional collaboration.

Qualifications

• 5+ years of experience in client success, account management, or a relationship management role, preferably in FinTech or Banking.
• Excellent verbal, written communication and interpersonal skills.
• Ability to understand end to end processes.
• Patient, diplomatic, and collaborative.
• Advanced communication skills and the ability to have crucial conversations with our clients.

Responsibilities

• Establish and nurture trust-based relationships with clients after integration.
• Maintain a deep understanding of banking and treasury management product to address client queries and offer solutions.
• Conduct periodic client check-ins to understand evolving needs and align services.
• Advocate for roadmap and product solutions based on customer needs.
• Escalation management and collaboration with internal teams to resolve issues.
• Lead Quarterly Business Reviews with Partners.
• Drive feature adoption and upsell opportunities with clients.
• Contribute to revenue growth by increasing client usage of products.

Skills

Client success

Account management

Relationship management

Education

Associate’s degree in Finance, Business

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Relationship Manager, Banking & Treasury Serv

Financial Operations Full Time Professional Remote, US

2 days ago Requisition ID: 2142

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 Collaboration

• 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

• Quarterly reviews uncover client needs before problems arise.

6. Effective problem resolution

• You coordinate with internal teams to resolve issues quickly and escalations as 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.

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:

• 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.

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.

• 401(k) match
• Employee Stock Purchase Program (ESPP)
• HSA and FSA options
• Financial wellness resources and employee discount programs
• 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
• 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.