SO

Relationship Manager, Big Business Banking

sofi· 48 open roles

Location TBD On-siteFull-time3 weeks ago
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
3 weeks ago
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Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

Key Responsibilities

  • 1
    Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
  • 2
    Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams
  • 3
    Provide ongoing support for cash management products including ACH, wires, online banking, and APIs
  • 4
    Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
  • 5
    Guide clients through product enhancements, service modifications, and system updates
  • 6
    Facilitate onboarding of additional services, managing documentation, setup coordination, and client training
  • 7
    Maintain detailed records of client interactions, service changes, and support cases in CRM systems

Requirements

  • Bachelor's Degree in Business Administration preferred
  • Minimum of 5+ years of relevant relationship management experience
  • Deep understanding of banking and electronic payments.
  • Strong written and communication skills
  • Strong relationship management and client servicing skills
  • Strong organizational and problem solving skills.

Perks & Benefits

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

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