Relationship Manager

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Oversee a portfolio of Minority Depository Institution clients using a strategic and consultative approach.

• Act as the main point of contact for designated clients and cultivate relationships with executive and senior-level personnel.

• Take the lead on contract renewals and renegotiations.

• Identify opportunities for revenue growth across various business lines.

• Collaborate with sales support, marketing, service, and account management teams.

• Gain an understanding of client strategies, financial performance, and business objectives to recommend solutions that promote growth.

• Track client satisfaction, assess retention risks, and evaluate portfolio performance relative to revenue, profit, and customer experience targets.

• Stay informed about trends in banking, payments, and financial services.

• Work alongside the Account Manager to address client concerns and uphold confidence in relationships.

⛳️ Requirements

• A minimum of 3 years of experience in managing and developing client relationships, including cross-functional strategies that enhance revenue growth and retention.

• Background in banking, payments, or financial services, with experience managing client portfolios and engaging with executive stakeholders.

• Proven experience in leading consultative sales, managing contract renewals, and conducting negotiations, with a successful track record of closing deals and achieving measurable outcomes.

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

• Bachelor’s degree or higher in business, finance, marketing, or a related field, or a suitable combination of education, relevant experience, and/or military service.

• Must possess valid and unrestricted work authorization in the U.S.

• Candidates who require sponsorship now or in the future will not be considered.

• Willingness to travel frequently (50% or more).

🏝️ Benefits

• Fuel Your Life program that promotes physical, financial, social, and emotional well-being.

• Paid holidays and generous policies for time off.

• Complimentary mental health support through Employee Assistance Programs.

• Living Proof program offering points that can be exchanged for rewards.

• Eight Employee Resource Groups available.

• Opportunities for professional training, development, and internal mobility.

• Medical, dental, vision, life, and disability insurance options accessible from day one.

• 401(k) matching program.

• Discounted stock options through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.