Remote Senior Relationship Manager, Banking & Treasury

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

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.