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:

• 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 acquiring 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.

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 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

• Clients trust you as their main point of contact.

• They feel supported and confident using our product.

2. Happy & Retained Clients

• Clients’ issues are resolved quickly.

• They stay with the company and continue using the product.

3. Product Adoption & Growth

• Clients understand and use more features of the product.

• You identify opportunities for upselling or cross-selling.

4. Being the Voice of the Customer

• You share client feedback with internal teams.

• 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:

• Associates degree in Finance, Business, or equivalent work experience.

• Education: Associate’s or Bachelor’s degree in Finance, Business, or a related field.

• Experience: 0–2 years of experience in customer service, account coordination, or a professional office environment (FinTech or Banking interest is a plus).

• Communication: Clear verbal and written communication skills for interacting with internal teams and clients.

• Problem Solving: A proactive approach to learning new processes and solving basic technical puzzles.

• Organization: Ability to manage multiple tasks and stay organized in a fast-paced environment.

• Attitude: Patient, eager to learn, and collaborative.

Work Environment & Culture:

We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results.

Compensation and Benefits:

Compensation range: $60k - $72k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.

Financial Wellness

• Bonus programs

• 401(k) match

• Employee Stock Purchase Program (ESPP)

• HSA and FSA options

• Financial wellness resources and employee discount programs

Health & Well-being

• Medical, dental, and vision coverage

• Mental health support for employees and dependents through Lyra Health

• Family planning and women’s health benefits through Carrot

• Gym membership reimbursement and virtual wellness programs (including yoga)

Time Off

• 3 weeks PTO to start, with unlimited PTO after year one

Growth & Development

• Education expense reimbursement

• Leadership development programs

• Certified Payments Professional (CPP) certification support

We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind.

 Traditional Physical Requirements:

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

• Requires the ability to lift 10 pounds.

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

Join our team at Priority Commerce and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.

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