SO
Relationship Manager, Big Business Banking
Location TBD On-siteFull-time3 weeks ago
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
3 weeks ago
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About This RoleAI processing…
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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
- 1Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
- 2Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams
- 3Provide ongoing support for cash management products including ACH, wires, online banking, and APIs
- 4Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
- 5Guide clients through product enhancements, service modifications, and system updates
- 6Facilitate onboarding of additional services, managing documentation, setup coordination, and client training
- 7Maintain 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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Posted
3 weeks ago
Job Overview
SalaryUndisclosed
Job TypeFull-time
Work ModelOn-site
ExperienceMid
LocationNot specified
Categoryother
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