Назад
11 часов назад

Program Relationship Manager (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
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Описание вакансии

TL;DR
Program Relationship Manager (Fintech): Managing fintech partner relationships and coordinating onboarding, implementation, account services, payments, foreign exchange, and compliance reviews with an accent on personalized client service, banking operations, and regulatory processes. Focus on resolving escalated service issues, coordinating cross-functional teams, maintaining CRM records, and identifying approved opportunities to expand partner services.

Program Relationship Manager

Company

Zenus Bank

Conditions

3 days ago

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will manage a portfolio of fintech Program Managers using banking and payments infrastructure. You will coordinate onboarding, implementation, account services, payments, foreign exchange support, compliance reviews, and issue escalation. You will maintain CRM records, conduct relationship reviews, communicate partner feedback, and identify approved opportunities to expand services.

Requirements

  • Three to five years of experience in relationship management, private banking, high-net-worth client services, commercial banking, or related financial services
  • Experience delivering personalized service and managing complex client needs
  • Communication, organization, problem-solving, and stakeholder management skills
  • Familiarity with banking operations, domestic and international payments, and foreign exchange
  • Working knowledge of KYC, AML, and client due diligence processes
  • Ability to coordinate across teams and manage multiple priorities
  • Comfort using digital banking platforms and CRM systems

Responsibilities

  • Serve as the primary relationship contact for assigned Program Managers
  • Coordinate onboarding and implementation across Compliance, Operations, Payments, Product, and Technology
  • Provide relationship support for account services, payments, foreign exchange, and platform capabilities
  • Track service requests, resolve issues, and coordinate escalations
  • Conduct regular relationship reviews
  • Help Program Managers understand documentation requirements, procedures, and available services
  • Coordinate compliance information requests and periodic reviews
  • Identify opportunities to expand relationships through approved products and services
  • Maintain relationship records, action plans, and follow-up activities in the CRM
  • Communicate partner feedback internally

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