Remote Relationship Manager, Banking & Treasury Services

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

Benefits offered by this job

401(k) match

Employee Stock Purchase Program (ESPP)

HSA/FSA options

Medical, dental, and vision coverage

Mental health support

Job summary

Priority Technology Holdings, Inc. is seeking a Relationship Manager for Banking & Treasury Services.

This remote, US-based role focuses on managing high-value client relationships, driving adoption, and cross-selling opportunities within a growing fintech environment. You will serve as a trusted advisor, conduct quarterly business reviews, coordinate with internal teams, and ensure client success and revenue growth.

Qualifications

• 5+ years in client success, account management, or a relationship role in FinTech or banking.
• Excellent verbal and written communication and interpersonal skills.
• Ability to understand end-to-end processes.
• Patient, diplomatic, collaborative, and proactive in client management.

Responsibilities

• Serve as trusted advisor to high-value clients and drive satisfaction, loyalty and retention.
• Lead quarterly business reviews with clients and internal teams.
• Identify upsell/cross-sell opportunities and advocate for product solutions.
• Coordinate internal resources to resolve issues and improve processes.
• Drive adoption of banking and treasury product features and contribute to revenue growth.

Skills

Verbal and written communication

Interpersonal skills

End-to-end process understanding

Crucial conversations

Education

Associate’s degree in Finance or Business

Job description

Priority Technology Holdings, Inc. is seeking a Relationship Manager for Banking & Treasury Services.

This remote, US-based role focuses on managing high-value client relationships, driving adoption, and cross-selling opportunities within a growing fintech environment. You will serve as a trusted advisor, conduct quarterly business reviews, coordinate with internal teams, and ensure client success and revenue growth.