Relationship Manager, Banking & Treasury Serv
PriorityAbout the role
Job title: Relationship Manager, Banking & Treasury Services
Reports to: Director of Banking, Treasury, and Platform Relationships
Department: Passport
Location: Remote
Grade: 16
About Priority:
Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.
We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.
At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.
About the Role:
As a Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term success of high-value clients and the company. By ensuring clients achieve their desired outcomes, the role will help drive customer satisfaction, loyalty, and retention, which in turn can lead to increased revenue and business growth. You will act as trusted advisors to clients, helping them to realize the full potential of the company’s offerings and contributing to the overall success and reputation of the company. You will be supporting our core clients who are growing and looking for opportunities to cross-sell our products.
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.
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