Bank Relationship Manager

View full description

Requirements:

• Outstanding relationship competencies and a long-term, trust-based partnership mindset.
• Ability to understand the regulated banking industry and complex technical requirements.
• Experience developing and executing partnership plans across multiple banks and fintechs.
• Strong presentation skills for virtual and in-person meetings with stakeholders.
• Proven ability to articulate complex solutions to various banking organization levels.
• Capable of operating in a fast-paced environment and managing multiple priorities.
• Strong interest in the intersection of technology and financial services.

Responsibilities:

• Own ongoing, strategic relationships with Bank clients and drive their BaaS business.
• Be the primary point of contact and relationship owner for the Banks.
• Leverage understanding of Treasury Prime's products to help customers grow.
• Partner with banks to complement their sales process.
• Manage lead generation and opportunities aligned with banks' interests.
• Cultivate trilateral relationships within the Treasury Prime ecosystem.
• Ensure product renewals and retention for clients.
• Lead quarterly business reviews to strengthen relationships.
• Oversee new bank and fintech implementations and ongoing product support.
• Manage customer pain points and partnership risks.
• Update client information in the SFDC database.
• Advocate for customers throughout their journey with Treasury Prime.
• Represent customer needs in product development discussions.