Associate Relationship Manager, Banking

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a primary contact for clients following integration.

• Develop and maintain trust-based relationships with clients.

• Possess in-depth knowledge of the acquiring product to effectively address client inquiries and provide solutions.

• Perform regular client check-ins to grasp changing needs and adjust services accordingly.

• Gain insight into customer requirements and advocate for roadmap and product solutions.

• Handle escalations and work alongside internal teams to resolve customer issues.

• Collaborate with internal teams to fulfill client requirements and identify upselling or cross-selling opportunities.

• Partner with sales, marketing, product, and other departments to relay client feedback.

• Contribute to enhancements in products and the development of new offerings.

• Provide support to lower-touch clients following onboarding.

⛳️ Requirements

• An Associate’s degree in Finance, Business, or a similar field, or equivalent professional experience.

• 0–2 years of experience in customer service, account coordination, or a professional office setting.

• Excellent verbal and written communication abilities.

• A proactive attitude towards learning new processes and solving basic technical challenges.

• Capability to handle multiple tasks and maintain organization in a fast-paced environment.

• Patient, enthusiastic about learning, and collaborative.

• Interest in FinTech or Banking is an asset.

• Requires prolonged periods of sitting, standing, bending, stooping, and stretching.

• Ability to lift 10 pounds.

• Good eye-hand coordination, manual dexterity, and normal hearing and vision range (with or without correction).

🏝️ Benefits

• Bonus programs.

• 401(k) matching.

• Employee Stock Purchase Program (ESPP).

• HSA and FSA options.

• Financial wellness resources and employee discount programs.

• Medical, dental, and vision insurance.

• Mental health support for employees and dependents through Lyra Health.

• Family planning and women’s health benefits via Carrot.

• Gym membership reimbursement and virtual wellness programs, including yoga.

• 3 weeks of PTO to start, transitioning to unlimited PTO after the first year.

• Reimbursement for education expenses.

• Leadership development initiatives.

• Support for Certified Payments Professional (CPP) certification.