Relationship Manager, Banking & Treasury Serv

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Relationship Manager, Banking & Treasury Serv in United States.

In this role, you will serve as a strategic partner to enterprise clients, helping them maximize the value of advanced banking and treasury solutions in a fast-paced fintech environment. You will manage high-impact client relationships, drive long-term customer satisfaction, and identify opportunities to expand product adoption and revenue growth. Working cross-functionally with product, sales, operations, and support teams, you will play a critical role in shaping the customer experience and influencing future platform enhancements. This position is ideal for someone who combines strong relationship management skills with financial services expertise and a proactive, customer-first mindset. You’ll thrive in a collaborative, remote-first culture that values innovation, accountability, and measurable results. The role offers meaningful exposure to enterprise clients, strategic initiatives, and growth opportunities within a rapidly evolving financial technology landscape.

• Serve as the primary point of contact for enterprise banking and treasury clients following implementation, ensuring long-term relationship success and customer satisfaction.
• Build trusted advisor relationships through regular check-ins, strategic consultations, and quarterly business reviews focused on evolving client needs and business goals.
• Drive product adoption and revenue growth by identifying upsell and cross-sell opportunities within existing client portfolios.
• Collaborate closely with internal teams including product, sales, operations, and customer success to resolve issues, improve service delivery, and support client objectives.
• Advocate for customer needs internally by sharing feedback, identifying improvement opportunities, and influencing future product roadmap discussions.
• Manage escalations effectively and coordinate solutions that strengthen client trust and operational performance.
• Develop and maintain standard operating procedures and contribute to process optimization initiatives that improve operational efficiency and consistency.
• Monitor client health, engagement, and overall success metrics to proactively address challenges and ensure retention.

Requirements:

• Associate’s degree in Finance, Business, or a related field, or equivalent professional experience.
• 5+ years of experience in relationship management, client success, account management, or customer-facing roles within fintech, banking, or treasury services environments.
• Strong understanding of banking operations, treasury services, and end-to-end financial processes.
• Proven ability to manage enterprise-level client relationships and navigate complex customer environments.
• Excellent communication, interpersonal, and stakeholder management skills with the ability to build collaborative relationships across teams.
• Strong problem-solving abilities and confidence handling escalations, negotiations, and high-priority client interactions.
• Experience conducting business reviews, identifying growth opportunities, and supporting revenue expansion initiatives.
• Organized, proactive, and capable of managing multiple priorities in a remote, fast-paced environment.
• Customer-focused mindset with the ability to balance strategic thinking and operational execution.

Benefits:

• Competitive compensation package with salary range of $64,000–$93,000 annually
• Bonus opportunities and employee stock purchase program (ESPP)
• 401(k) plan with employer matching
• Medical, dental, and vision insurance coverage
• HSA and FSA options
• Mental health and wellness support programs
• Family planning and women’s health benefits
• Gym membership reimbursement and virtual wellness initiatives
• 3 weeks of paid time off to start, with unlimited PTO after the first year
• Education reimbursement and leadership development opportunities
• Support for Certified Payments Professional (CPP) certification
• Remote work flexibility within a collaborative and performance-driven culture