Relationship Manager

Posted 2024-11-11

View full description

💎 Seniority level: Manager, Min of 7 years in banking industry

📍 Location: United States of America

💸 Salary: 67800 - 144300 USD per year

🔍 Industry: Fintech and payments

🏢 Company: EXT

🗣️ Languages: English

⏳ Experience: Min of 7 years in banking industry

🪄 Skills: LeadershipProject ManagementBusiness DevelopmentBusiness developmentGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Requirements:

A Bachelor’s Degree in Finance, Business Administration, or related discipline preferred OR equivalent experience.
Minimum of 7 years of experience in the banking industry.
Experience managing relationships with large/complex financial organizations is preferred.
Sales and negotiating techniques experience preferred.
Knowledge of business and operations in the financial industry.
Excellent interpersonal and communication skills.
Ability to organize activities and manage multiple projects.

Responsibilities:

Assume the relationship management role for a portfolio of clients.
Serve as the primary contact for clients’ executives and senior managers.
Obtain sales quotas through contract renewals and product sales.
Carry out daily operations maintenance for assigned client portfolio.
Proactively retain customers through follow-ups and negotiations.
Maintain industry knowledge and promote a positive company image.

Apply

Related Jobs

Apply

🔥 Relationship Manager

Posted 2024-11-13

📍 United States of America

💸 67800 - 144300 USD per year

🔍 Fintech and payments

🏢 Company: EXT

A Bachelor’s Degree in Finance, Business Administration or related discipline is preferred OR equivalent experience with a High School diploma.
Minimum of 7 years in the banking industry with management and operations experience.
Experience managing large/complex financial organizations.
Experience in sales and negotiation techniques.
Knowledge of business and operations in the financial industry.
Excellent interpersonal skills, written and verbal communication, and group presentation skills.
Ability to manage multiple projects effectively under pressure.

Assume the relationship management role for a portfolio of clients.
Serve as primary point of contact for clients and internal stakeholders.
Obtain sales quota through contract renewals and sales of products.
Maintain daily operations and proactive customer retention efforts.
Ensure client satisfaction by addressing issues and negotiating contracts.

Project ManagementBusiness DevelopmentProject CoordinationStrategyBusiness developmentGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Posted 2024-11-13

Apply

🔥 Director, Relationship Manager

Posted 2024-11-13

📍 Kansas, Missouri, Colorado, Nebraska, Georgia, Ohio, Illinois, Iowa, Texas

🧭 Full-Time

💸 99200 - 211100 USD per year

🔍 Fintech and payments

🏢 Company: EXT

A bachelor’s degree in finance, Business Administration or equivalent experience with a High School diploma.
3+ years in the banking industry with bank management, operations, or sales experience.
Strong knowledge of business and operations in the financial industry.
Excellent interpersonal skills, including written and verbal communications.
Proficiency in Microsoft tools: Word, Excel, PowerPoint, and Outlook.

Lead the overall business relationship with a portfolio of Premier core processing clients.
Serve as the primary contact for clients’ executive and senior-level managers.
Manage and grow the relationship with senior-level decision makers at assigned clients.
Support sales targets through contract renewals and sales of products and services.
Maintain daily operations and ensure client satisfaction and retention.

LeadershipProject ManagementBusiness DevelopmentProduct ManagementProduct DevelopmentStrategyBusiness developmentGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Posted 2024-11-13

Apply

🔥 Relationship Manager

Posted 2024-11-13

📍 United States of America

💸 67800 - 144300 USD per year

🔍 Fintech and payments

🏢 Company: EXT

A Bachelor’s Degree in Finance, Business Administration or equivalent experience preferred.
Minimum of 7 years in the banking industry with management and operations experience.
Experience managing relationships with large/complex financial organizations preferred.
Sales and negotiating techniques knowledge is preferred.
Excellent interpersonal skills for communication and presentations.
Ability to organize activities and handle multiple projects.
Positive attitude and independent problem-solving capability.
Proficiency in Microsoft tools: Word, Excel, PowerPoint, Outlook.

Assume the relationship management role for a portfolio of clients.
Serve as primary contact for clients' executive/senior managers.
Manage and grow the overall relationship to create loyalty and increase revenues.
Leverage solutions to maximize client growth and profitability.
Ensure client satisfaction and retention through proactive contact and follow-up.
Maintain knowledge of industry and products.

Business DevelopmentBusiness developmentGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Posted 2024-11-13

Apply

🔥 Member Relationship Manager (Tax)

Posted 2024-11-12

📍 US

🧭 Full-Time

💸 86670 - 96300 USD per year

🔍 Financial Services and Technology for self-employed individuals

🏢 Company: Collective Inc

In-depth knowledge of S corporations and their value to small businesses.
2+ years of relevant Tax and Accounting experience.
Experience in a client-facing role.
Bachelor's degree or equivalent practical experience.
Familiarity with online bookkeeping and payroll systems like Xero, QBO, and Gusto.
Experience using Salesforce, Front, Slack, Calendly, and G Suite.
Exceptional written and verbal communication skills.
Hyper organized and able to juggle multiple clients and asks.
Resourcefulness and comfort with change in a fast-paced environment.
A strong desire to help others.

Inform members on how S-Corps work and how they can be a tool to optimize taxes.
Understand clients’ financial background and goals, helping them identify optimization opportunities.
Provide year-round tax advice and customer support.
Build and maintain trust with members through clear and timely communication.
Provide exceptional support on tax and accounting inquiries.
Develop strong internal relationships and serve as an advocate for members.
Proactively provide updates to members on key milestones.

Communication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitasking

Posted 2024-11-12

Apply

🔥 Relationship Manager

Posted 2024-11-11

📍 Colorado, Missouri, Nebraska, Illinois, Iowa

💸 67800 - 144300 USD per year

🔍 Fintech and payments

🏢 Company: ext

Bachelor’s Degree in Finance, Business Administration or equivalent experience.
Minimum of 7 years in the banking industry, including management and operations.
Experience managing relationships with large financial organizations.
Sales and negotiation skills.
Knowledge of business and operations in the financial industry.
Excellent interpersonal, communication, and organizational skills.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Serves as primary point of contact for clients and management.
Achieves sales quota through contract renewals and the sale of products.
Maintains daily operations of the assigned client portfolio.
Retains customers through proactive communication and issue follow-up.
Meets corporate goals for revenue, profit, and customer satisfaction.

GoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Posted 2024-11-11

Apply

🔥 Director, Relationship Manager

Posted 2024-11-11

📍 Kansas, Missouri, Colorado, Nebraska, Georgia, Ohio, Illinois, Iowa, Texas

🧭 Full-Time

💸 99200 - 211100 USD per year

🔍 Fintech and payments

🏢 Company: EXT

Bachelor’s degree in finance, Business Administration, or related discipline preferred, or equivalent experience with a High School diploma.
3+ years in the banking industry with management, operations, or sales experience.
Strong interpersonal skills, including written and verbal communication.
Ability to manage multiple projects and organize activities.
Proficiency in working with Microsoft tools: Word, Excel, PowerPoint, and Outlook.

Lead the overall business relationship with a portfolio of Premier core processing clients.
Serve as the primary contact for executive and senior-level managers at assigned clients.
Manage and grow relationships with senior-level decision makers to create customer loyalty and increase revenues.
Utilize Fiserv solutions to maximize client growth and profitability.
Support sales targets through contract renewals and product sales.
Maintain industry and product knowledge and promote a positive company image.

LeadershipProject ManagementBusiness DevelopmentData AnalysisCross-functional Team LeadershipOperations ManagementFinancial ManagementBusiness developmentData analysisGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Posted 2024-11-11

Apply

🔥 Client Relationship Manager II (Remote)

Posted 2024-11-07

📍 United States

🧭 Full-Time

💸 65000 - 75000 USD per year

🔍 Freight factoring and financial services

🏢 Company: Denim

3-5 years of client-facing experience in a professional setting.
Experience working with financial or technical products/services.
Demonstrated ability to communicate effectively with business owners and finance professionals.
Skills in long-term relationship building.
Ability to learn and adapt to new technologies and software platforms quickly.

Serve as the primary point of contact for clients and ensure they receive world-class service.
Build and nurture client relationships while understanding their unique needs.
Identify root causes of recurring issues and develop effective solutions.
Collaborate with cross-functional teams to enhance products and services.
Engage directly with company executives and finance departments for support on leveraging solutions.

Analytical SkillsCollaborationProblem SolvingCustomer service

Posted 2024-11-07

Apply

🔥 Bank Relationship Manager

Posted 2024-11-07

📍 US, Canada

💸 130000 - 170000 USD per year

🔍 Banking as a Service (BaaS)

🏢 Company: Treasury Prime

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.

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.

CollaborationPresentation skillsCompliance

Posted 2024-11-07

Apply

🔥 Healthcare Revenue Cycle - Client Relationship Manager- Remote

Posted 2024-11-02

📍 TN, OH, MN, WV, VA, KY, IA, MO, IL, KS, PA

🔍 Healthcare

Healthcare Revenue Cycle experience is required.
35%+ required travel.
Experience as a Relationship Manager within healthcare IT and revenue cycle management.
Provider based background recommended in PAS and/or PFS related roles.
Excellent skills in Salesforce.com or a similar CRM.
Experience with Healthcare Revenue Cycle, Registration and backend billing required.

Maintain relationships with clients at an operational level, connecting with clients regularly to assist with issue resolution and goals.
Facilitate Quarterly Business Reviews in tandem with Sales, documenting action items and future strategy.
Facilitate proactive use of the client Community to drive adoption for managing support cases and product enhancements.

LeadershipPeople ManagementSalesforceCross-functional Team LeadershipCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-11-02

Apply

🔥 Healthcare Revenue Cycle - Client Relationship Manager- Remote

Posted 2024-11-02

📍 TN, OH, MN, WV, VA, KY, IA, MO, IL, KS, PA

🧭 Full-Time

🔍 Healthcare Revenue Cycle Management

Healthcare Revenue Cycle experience is required.
35%+ travel is necessary.
Familiarity with the full range of Experian Health products and services is preferred.
At least 4 years of experience as a Relationship Manager within healthcare IT or revenue cycle management, managing multiple provider accounts.
Provider-based background is recommended in PAS and/or PFS roles.
Proficiency in Salesforce.com or a similar CRM.
Experience with Healthcare Revenue Cycle, Registration, and backend billing is required.

Maintain relationships with clients at an operational level, connecting with the client regularly to assist with issue resolution and align enhancements with client needs.
Facilitate Quarterly Business Reviews with Sales, documenting action items and future strategies based on client successes and ROI.
Foster proactive client engagement with the Experian Health Community, promoting adoption for support case management and product improvements.

LeadershipProject ManagementData AnalysisProduct ManagementSalesforceCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-11-02

Apply

Relationship Manager

Requirements:

Responsibilities:

Related Jobs

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities