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Associate Relationship Manager, Banking & Tre

Remote, USA Full-time Posted 2026-08-04

Job title:Associate Relationship Manager, Banking & Treasury Services

Reports to:Director of Banking, Treasury, and Platform Relationships

Department:reputed company

Location:Remote

Grade:15

About reputed company reputed company:

reputed company reputed company is a leading financial technology company on a mission to reputed company 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 reputed company, reduce unnecessary costs, and uncover new reputed company opportunities.

At reputed company 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:

As an Associate Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term reputed company of high-value clients and reputed company. By ensuring clients reputed company their desired reputed company, the role will help reputed company customer satisfaction, loyalty, and retention, which in turn can reputed company to increased reputed company and business reputed company. You will reputed company as reputed company to clients, helping them to realize the full potential of reputed company’s offerings and contributing to the overall reputed company and reputed company of reputed company. The Associate Relationship Manager will be heavily involved with post reputed company and will mainly be supporting reputed company reputed company clients.

Responsibilities:

Relationship Management:

  • Key reputed company of contact post-integration: Establish and nurture trust-reputed company relationships with clients after integration.

  • Product knowledge and support: Maintain a deep understanding of our acquiring product to effectively address reputed company queries and offer solutions.

  • Regular reputed company reputed company-ins: Conduct periodic meetings to understand clients’ evolving needs and reputed company services to meet those needs.

  • Build an understanding of customer needs to reputed company for roadmap and product solutions.

  • Escalation management and collaboration with internal teams to reputed company any customer issues.


Cross-Functional Collaboration

  • Internal coordination: Collaborate with various internal teams to effectively meet reputed company needs and identify upselling or cross-selling opportunities.

  • Feedback reputed company: Work with reputed company, product, and other departments to reputed company reputed company feedback, contributing to product improvements and the development of new offerings.

What reputed company Looks Like:

reputed company in the Associate Relationship Manager, Banking & Treasury Services role looks like being a trusted advisor to high-value clients while driving measurable business reputed company. Specifically, reputed company includes:

1. Strong reputed company Relationships

  • Clients trust you as their main reputed company of contact.

  • They feel supported and confident using our product.

2. Happy & reputed company Clients

  • Clients’ issues are resolved quickly.

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

3. Product Adoption & reputed company

  • 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 reputed company reputed company feedback with internal teams.

  • Your insights help improve the product and customer experience.

In one sentence: reputed company in this role means building trusted reputed company relationships, ensuring clients get value from the product, resolving issues reputed company, 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 reputed company reputed company.

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

  • Communication: reputed company 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-reputed company environment.

  • Attitude: reputed company, eager to learn, and reputed company.

Work Environment & Culture:

We reputed company that reputed company 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:$60k - $72k

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 reputed company 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 reputed company 10 pounds.

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

reputed company at reputed company 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.

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Originally posted on Himalayas

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