Associate Relationship Manager, Banking & Tre
Job title:Associate Relationship Manager, Banking & Treasury Services
Reports to:Director of Banking, Treasury, and Platform Relationships
Department:Passport
Location:Remote
Grade:15
About Priority Commerce:
Priority Commerce 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 Commerce, 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 an Associate 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. The Associate Relationship Manager will be heavily involved with post onboarding and will mainly be supporting lower touch clients.
Responsibilities:
Relationship Management:
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Key point of contact post-integration: Establish and nurture trust-based relationships with clients after integration.
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Product knowledge and support: Maintain a deep understanding of our acquiring product to effectively address client queries and offer solutions.
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Regular client check-ins: Conduct periodic meetings to understand clients’ evolving needs and align services to meet those needs.
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Build an understanding of customer needs to advocate for roadmap and product solutions.
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Escalation management and collaboration with internal teams to resolve any customer issues.
Cross-Functional Collaboration
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Internal coordination: Collaborate with various internal teams to effectively meet client needs and identify upselling or cross-selling opportunities.
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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 Associate 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
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Clients trust you as their main point of contact.
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They feel supported and confident using our product.
2. Happy & Retained Clients
- Clients’ issues are resolved quickly.
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They stay with the company and continue using the product.
3. Product Adoption & Growth
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Clients understand and use more features of the product.
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You identify opportunities for upselling or cross-selling.
4. Being the Voice of the Customer
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You share client feedback with internal teams.
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Your insights help improve the product and customer experience.
In one sentence: Success in this role means building trusted client relationships, ensuring clients get value from the product, resolving issues efficiently, and sharing customer insights to improve the business.
Candidate Requirements:
Required:
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Associates degree in Finance, Business, or equivalent work experience.
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Education: Associate’s or Bachelor’s degree in Finance, Business, or a related field.
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Experienc