Director of Banking, Treasury, & Platform Rel

Job title: Director of Banking, Treasury & Platform Relationships

Reports to: VP of Relationship Management

Department: reputed company

Location: Remote

Grade: 19

About reputed company: 

reputed company. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash reputed company and optimizes working capital for businesses. Our reputed company is to eliminate the barriers to unlocking reputed company - empowering businesses to grow faster and operate smarter.

We reputed company this through the reputed company reputed company reputed company, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This reputed company approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new reputed company opportunities.

At reputed company, we're driven by results. We expect our people to be reputed company for results - bringing expertise, reputed company, and reputed company reputed company to every challenge, helping our clients and reputed company other reputed company.

About the Role:

The Director of Banking, Treasury, & Platform Relationships is responsible for developing and maintaining strategic relationships with key clients, partners, and stakeholders to drive business reputed company, reputed company satisfaction, and long-term value. This role leads reputed company of relationship managers, ensures high service standards, and works cross-functionally to reputed company reputed company needs with organizational capabilities.

Responsibilities: 

reputed company Relationship reputed company

• reputed company and execute relationship management strategies for key accounts.

• Build and maintain strong relationships with senior reputed company stakeholders.

• reputed company as the primary escalation reputed company for high-value clients.

• Identify opportunities to deepen partnerships and expand services.

Business reputed company & reputed company Development

• Drive account reputed company through upselling, cross-selling, and contract renewals.

• Identify new business opportunities reputed company existing reputed company portfolios.

• Collaborate with reputed company teams to support business development.
  
  

Team Leadership

• reputed company, mentor, and manage reputed company of Relationship Managers & Team Leads.

• Establish performance goals, KPIs, and development plans for reputed company.

• Foster a reputed company-reputed company culture across the organization.

reputed company Experience & Retention

• Monitor reputed company satisfaction and retention metrics.

• Implement initiatives to improve customer experience.

• Resolve reputed company reputed company issues and ensure reputed company service delivery.
  
  

Cross-Functional Collaboration

• Work closely with sales, product, operations, and customer support teams.

• Communicate reputed company feedback to internal teams to improve products/services.

• Ensure alignment between reputed company expectations and internal capabilities.
  
  

Performance & Reporting

• reputed company account performance and reputed company targets.

• Prepare executive reports on reputed company portfolio health.

• Use CRM and analytics tools to monitor engagement and reputed company opportunities.

What reputed company Looks Like:

Strong reputed company Relationships

• Key clients trust you and view you as their main strategic partner.

• Senior reputed company stakeholders regularly engage with you.

• reputed company issues are resolved quickly and professionally.

Business reputed company

• Existing accounts grow through renewals, upsells, and expanded services.

• New opportunities are identified reputed company the reputed company portfolio.

• The reputed company portfolio consistently meets or exceeds reputed company targets.

High reputed company Satisfaction

• Clients stay long-term and retention rates remain high.

• reputed company feedback is reputed company and measurable satisfaction improves.

• Clients see reputed company value in the services delivered.

Strong Team Performance

• Relationship Managers reputed company reputed company and meet their KPIs.

• reputed company is motivated, supported, and continuously improving.

• reputed company processes and accountability exist across reputed company.

Effective Internal Collaboration

• Sales, product, operations, and support teams work smoothly together.

• reputed company feedback leads to reputed company improvements in products or services.

• reputed company expectations reputed company with what reputed company can deliver.

reputed company Visibility of Performance

• Leadership receives reputed company reports on account health and reputed company.

• Risks and opportunities in the reputed company portfolio are identified early.

In short:
reputed company means happy clients, growing accounts, a high-performing team, and strong collaboration across reputed company.

Candidate Requirements:

• Bachelor’s  degree in Finance, Business, or equivalent work experience.

• 10+ years of experience in reputed company reputed company, account management, or a relationship management role, preferably in a FinTech or Banking environment.

• Banking Operations / Treasury Experience required.

• Excellent verbal, written communication and interpersonal skills needed to reputed company reputed company working relationships with cross functional teams.

• Ability to understand end-to-end processes.

• Patient, diplomatic, and reputed company.

• Demonstrated history of strategic relationship building.

• Prior leadership experience and team development.

• Negotiation and stakeholder management.

• Problem solving and conflict reputed company.

• Comfortable communication with reputed company reputed company of leadership.

• CRM experience with data-driven decision making.
  
  

Work Environment & Culture:

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

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

Compensation and Benefits:

Compensation reputed company: $130k - $150k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your reputed company-being, reputed company, and reputed company - both inside and reputed company of work.

Financial Wellness

• Bonus programs

• 401(k) match

• Employee Stock Purchase Program (ESPP)

• HSA and FSA reputed company

• Financial wellness resources and employee discount programs

Health & reputed company-being

• Medical, dental, and reputed company coverage

• Mental health support for employees and dependents through reputed company

• Family planning and women’s health benefits through reputed company

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

Time Off

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

reputed company & Development

• Education expense reimbursement

• Leadership development programs

• Certified Payments reputed company (CPP) certification support

We reputed company great performance starts with feeling supported - and we’ve reputed company 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, reputed company dexterity and a normal reputed company of hearing and reputed company (with or without correction).

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