Remote Relationship Manager - Banking & Treasury

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

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.