Bank Relationship Manager
Treasury Prime
Customer Service
Canada · United States · Remote
Posted on Oct 22, 2024
About Treasury Prime
Treasury Prime is the leading Banking as a Service (BaaS) company that connects banks and fintechs through an API so developers can start building in minutes and launch in days. Treasury Prime’s full integration into core banking systems gives developers access to a wide range of banking services, from opening accounts to making payments to issuing cards. Treasury Prime is backed by Deciens Capital, Nyca Partners, QED Investors, SaaStr Fund, Susa Ventures, and Y Combinator.
If you're a go-getter passionate about making an impact in the API banking technology space and Treasury Prime's mission, we want to hear from you!
Treasury Prime is seeking a relationship manager to join our growing team to manage our integrated bank programs and corporate client relationships. This role will report to the VP of Client Services and sit within the Client Services team. In this role, you’ll work closely with the Treasury Prime business development, customer support, implementations, product, and finance teams to maximize client retention, satisfaction, and renewals. As a major part of this role, you will be responsible for partnering with the bank's sales team to help educate prospects and partners on closing them, maintain the relationship through implementation, and own all ongoing relationship management throughout the life of the program. Expectations would be to regularly meet with the appropriate people within the banks and relevant enterprises to maintain positive relationships, garner feedback, and understand feature needs with quarterly business review conversations with the C-suite or Executive level at each client to stay in tune with their goals, expectations, and plans. The relationship manager will own the entire program at the bank and be responsible for their overall growth and success.
Apply for this role if you want to be a key player in a growing team and organization as we reimagine our client services model. You'll have executive exposure at Treasury Prime, build the processes to nurture and grow relationships, learn about new business models from our fintech and bank clients, and learn how to build a company directly from a team of serial entrepreneurs.
You will:
- Own the ongoing, strategic relationships with our Bank clients and drive their BaaS (banking-as-a-service) business
- Be the primary point of contact and relationship owner for the Banks
- Leverage a deep understanding of Treasury Prime's products and APIs to help customers grow their businesses
- Partner with the bank to understand their sales motion and help build processes to complement them
- Make sure the lead generation process is tuned to your banks’ interests and opportunities are shared properly
- Align our bank and fintech partners together; cultivating the trilateral relationship within the Treasury Prime ecosystem
- Responsible for product/service renewals, retention, and “add-ons” for bank and enterprise clients under your purview
- Lead quarterly business reviews with banks to not only understand their goals but to reflect on and strengthen the relationship with Treasury Prime
- Assist in facilitation and oversight of new bank and fintech implementations; and ongoing product implementations across customers
- Effectively manage and navigate customer pain points, disputes, and partnership risk
- Update and manage account information in the SFDC database for your clients
- Lead, navigate, and advocate for your customer throughout their Treasury Prime journey
- Be the voice of the customer in our product planning and development prioritization process in collaboration with our product & engineering teams
You may be a good fit for this role if you:
- Outstanding relationship competencies and a long-term, trust-based, partnership mindset—your customers and colleagues like working with you!
- Ability to understand the highly regulated banking industry and relate it to the complex technical requirements of our fintech partners
- Ability to develop and execute partnership plans spanning multiple banks and fintechs
- Strong presentation skills for both virtual and in-person meetings with multiple stakeholders
- Proven ability to interact and articulate complex solutions to all levels of a banking organization - from CEOs and chairpersons of boards to operations and compliance managers
- Ability to operate in a highly ambiguous and fast-paced environment all while having the organization to multi-task and prioritize
- Strong interest in the intersection of technology and financial services
While these are not hard requirements for the job, the best candidates will meet many of these criteria.
We look forward to hearing from you!
US Pay Range
$130,000—$170,000 USD
Canada Pay Range
$97,500—$127,500 USD
Treasury Prime is an inclusive Equal Employment Opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. If you require accommodations or assistance to complete the online application process, please get in touch with careers@treasuryprime.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. Our team will respond to your email promptly.