Responsibilities
Relationship Management
Key point of contact post-integration: Establish and nurture trust-based relationships with clients after integration.
Product knowledge and support: Maintain a deep understanding of our banking and treasury management product to effectively address client queries and offer solutions.
Regular client check-ins: Conduct periodic meetings to understand clients’ evolving needs and align services to meet those needs.
Build an understanding of customer needs to advocate for roadmap and product solutions.
Escalation management and collaboration with internal teams to resolve any customer issues.
Leading Quarterly Business Reviews with Partners.
Continually push for new feature adoption with existing clients.
Actively drive increase to bottom line revenue.
Assigned to higher-touch enterprise clients.
Creating SOPs (Standard Operating Procedures).
Cross-Functional Collaboration
Internal coordination: Collaborate with various internal teams to effectively meet client needs and identify upselling or cross-selling opportunities.
Feedback loop: Work with sales, marketing, product, and other departments to provide client feedback, contributing to product improvements and the development of new offerings.
What Success Looks Like
Success in the Relationship Manager, Banking & Treasury Services role looks like being a trusted advisor to high-value clients while driving measurable business impact. Specifically, success includes:
1. Strong Client Relationships
Clients trust you as their main point of contact.
They feel supported and confident using the banking/treasury product.
2. Happy & Retained Clients
Clients’ issues are resolved quickly.
They stay with the company and continue using the product.
3. Product Adoption & Growth
Clients understand and use more features of the product.
You identify opportunities for upselling or cross-selling.
4. Being the Voice of the Customer
You share client feedback with internal teams.
Your insights help improve the product and customer experience.
5. Proactive client management
Regular check-ins.
Quarterly reviews uncover client needs before problems arise.
6. Effective problem resolution
You coordinate with internal teams to resolve issues quickly and escalate when needed.
7. Valuable customer insights
Client feedback is consistently shared with product and other teams to improve the platform.
8. Operational excellence
Processes, documentation (SOPs), and internal collaboration run smoothly.
In short: Success means keeping clients happy, growing their usage of the product, solving their problems efficiently, and acting as the voice of the customer internally.
Candidate Requirements
Minimum Requirements
Associate’s degree in Finance, Business, or equivalent work experience.
5+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.
Banking Operations / Treasury Experience preferred.
Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross functional teams.
Ability to understand end to end processes.
Patient, diplomatic, and collaborative.
Advanced communication skills and the ability to have crucial conversations with our clients.
Work Environment & Culture
We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.
Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results.
Compensation and Benefits
Compensation range: $76k - $85k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.
Financial Wellness
Bonus programs
401(k) match
Employee Stock Purchase Program (ESPP)
HSA and FSA options
Financial wellness resources and employee discount programs
Health & Well-being
Medical, dental, and vision coverage
Mental health support for employees and dependents through Lyra Health
Family planning and women’s health benefits through Carrot
Gym membership reimbursement and virtual wellness programs (including yoga)
Time Off
3 weeks PTO to start, with unlimited PTO after year one
Growth & Development
Education expense reimbursement
Leadership development programs
Certified Payments Professional (CPP) certification support
We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind.
Traditional Physical Requirements
Requires prolonged sitting, standing, bending, stooping and stretching.
Requires the ability to lift 10 pounds.
Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).
Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.
