Strategic Relationship Manager - Banking (Remote, Travel)

John M. Floyd & Associates, Inc.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health Insurance

401(k) with Employer Contribution

Open Paid Time Off

Professional Growth Opportunities

Collaborative Culture

Job summary

ADVANTAGE is seeking a Relationship Manager to serve as a trusted advisor for a portfolio of community banks and credit unions. You will strengthen client relationships, support long-term program success, and ensure clients realize value from ADVANTAGE’s overdraft solutions.

Guided by Client for Life, you will manage the full lifecycle—from implementation and optimization to renewals and expansion opportunities.

Qualifications

• 5+ years of relationship management, account management, client success, or consultative sales.
• Banking or credit union experience strongly preferred (consumer-facing, operations, or service provider).
• Strong executive presence with demonstrated success building long-term client relationships.

Responsibilities

• Build and deepen relationships with client stakeholders, including senior executives.
• Serve as the primary point of contact for ongoing program strategy, performance discussions, and client support.
• Lead monthly and quarterly client calls, reinforcing ADVANTAGE as a strategic partner—not a vendor.
• Maintain consistent communication and develop client success plans aligned with institutional goals.
• Identify risks early and collaborate with internal teams to resolve issues and maintain a high-quality client experience.

Skills

Relationship management

Banking/credit union experience

Executive presence

Renewals management

Data analysis

Communication skills

MS Excel

Overdraft programs knowledge

Travel up to 75%

Remote work

Education

Bachelor’s degree in Business/Finance/related field

Tools

Microsoft 365

Job description

ADVANTAGE is seeking a Relationship Manager to serve as a trusted advisor for a portfolio of community banks and credit unions. You will strengthen client relationships, support long-term program success, and ensure clients realize value from ADVANTAGE’s overdraft solutions.

Guided by Client for Life, you will manage the full lifecycle—from implementation and optimization to renewals and expansion opportunities.