Senior Remote Relationship Manager, Banking & Treasury

Priority Commerce; Oregon; Hybrid; USD 76,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Employee Stock Purchase Program (ESPP)

HSA and FSA options

3 weeks PTO

Job summary

Priority Technology Holdings, Inc. is seeking a Relationship Manager in Banking & Treasury Services to serve high-value clients remotely. You will act as a trusted advisor, manage post-integration relationships, and partner with internal teams to expand product adoption and revenue.

The role emphasizes customer success, collaboration, and strategic client engagement. The ideal candidate has 5+ years in client success or relationship management within FinTech or banking, with strong communication

Qualifications

• 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.
• Ability to understand end to end processes and work collaboratively.

Responsibilities

• Relationship Management: Key point of contact post-integration; establish and nurture trust-based relationships with clients.
• Product knowledge: Maintain deep understanding of banking and treasury management products to address client queries.
• Regular client check-ins: Conduct periodic meetings to understand evolving client needs.
• Advocate for roadmap: Understand customer needs to push for relevant product solutions.
• Escalation management: Collaborate with internal teams to resolve issues.
• Lead Quarterly Business Reviews with Partners.
• Drive feature adoption and upsell opportunities with existing clients.
• Contribute to revenue growth by increasing product usage and engagement.
• Create SOPs and strengthen cross-functional collaboration.
• Provide feedback to Sales, Marketing, Product and other teams.

Skills

Client relationship management

Communication skills

Interpersonal skills

End-to-end process understanding

Patience and diplomacy

Education

Associate’s degree in Finance or Business or equivalent

Job description

Priority Technology Holdings, Inc. is seeking a Relationship Manager in Banking & Treasury Services to serve high-value clients remotely. You will act as a trusted advisor, manage post-integration relationships, and partner with internal teams to expand product adoption and revenue.

The role emphasizes customer success, collaboration, and strategic client engagement. The ideal candidate has 5+ years in client success or relationship management within FinTech or banking, with strong communication