Job Title: Banking & Treasury Services Manager
Reports To: Director, Strategic Client Success
Department: Exec Operations
Location: Alpharetta, GA or Remote
Grade: 16
Our Company: Priority Technology Holdings, Inc. is a leading financial technology company that specializes in providing integrated payments and banking solutions. Our innovative native platform empowers businesses to effortlessly collect, store, and send money in a scalable manner. We are committed to revolutionizing the way companies handle their financial transactions by offering cutting-edge technology and exceptional customer service.
Job Summary: As a Banking & Treasury Services Manager, 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 Banking & Treasury Services Manager 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.
RESPONSIBILITIES:
Account 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 banking and treasury management 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.
- Team Support: Provide guidance, training, and support to colleagues.
MINIMUM REQUIREMENTS / KEY SKILLS:
- Bachelor's degree in Finance, Business, or equivalent experience.
- 5+ years of experience in client success, account management, or a related role, preferably in a FinTech or Banking environment.
- Banking Operations / Treasury Experience required.
- Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross functional teams.
- Ability to understand end to end processes.
- Patient, diplomatic, and collaborative.
Compensation and Benefits:
- Compensation range: $71,400 - $91,700
- End of Year Discretionary Bonus
- Unlimited PTO after year 1 (3 weeks to start)
- Medical, Dental & Vision
- 401k Match
- Education Expense Reimbursement
- Gym Membership Reimbursement
- HSA and FSA
- Employee assistance program (EAP)
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 Technology Holdings, Inc. 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.