Relationship Manager
Our mission is to empower clients to thrive by delivering world-class payments technology and expertise. We are dedicated to driving growth and exceeding client expectations through timely, insightful solutions. In this role, you will report to the Head of the Commercial Card Global Banking Client Management group and play a pivotal part in cultivating relationships with key executive stakeholders across our client portfolio and strategic partnerships. You will identify and execute opportunities to expand and deepen client engagement, driving meaningful revenue growth for the company.
As the Strategic Accounts Relationship Management Group Executive within Commercial Card, you lead a high-performing team of Relationship Managers who support our most technically complex Commercial Card client relationships. This group is responsible for driving growth and retention dialogues, and executing plans for our largest and most strategic clients. You will set the team's strategic direction, ensure exceptional client engagement, and deliver on ambitious growth and retention targets. The role requires a blend of people leadership, advanced consultative sales expertise, and operational rigor, with a strong emphasis on in-person client engagement and deep partnership across internal banking and product teams.
Job Responsibilities
- Lead, coach, and develop a team of 5-10 Relationship Managers (RMs) within the Commercial Card Strategic Accounts Relationship Management Group, fostering a culture of collaboration, accountability, and innovation
- Set clear performance expectations, monitor KPIs, and provide ongoing feedback to ensure team and individual success
- Champion professional development and consultative selling skills, equipping the team to deliver differentiated client experiences
- Oversee and drive in-person client engagement, ensuring RMs maintain high levels of client satisfaction and proactively identify incremental business opportunities
- Guide the team in leveraging data-driven strategies for early engagement, growth, and retention
- Collaborate with client-aligned banking coverage segments (Commercial Bank & Global Banking Group) and Treasury Services partners to execute sales and growth strategies
- Support RMs in planning, structuring, and selling to prospects, including partnership with Product Solution Specialists (PSS)
- Drive advanced Virtual Card growth strategies and customized segmentation approaches to maximize firm and client monetization
- Oversee the implementation of consolidated service models where appropriate, ensuring seamless client experiences
- Ensure the team's proficiency in complex IT integrations (API, custom object mappers) and deep understanding of client legal structures for DDA payments (FBO, Trust, CMA, TPA), Advance Pay, ACH, and RTP
- Foster strong relationships with internal and external stakeholders, serving as a senior escalation point and governance leader
Required Qualifications, Capabilities, and Skills
Proven track record of leading high-performing teams and delivering significant revenue growth in complex client environmentsDemonstrated ability to communicate, present, and influence effectively at all levels, including executive audiencesDemonstrated experience as a people manager, coach, and mentor, with a proven ability to lead teams and foster collaborationDeep knowledge of payments, financial services, and complex client legal structuresExperience with IT integrations and advanced payment solutions (Virtual Card, ACH, RTP, etc.)Excellent written and verbal communication skills, adaptable to various audiencesProficient in Microsoft Office Suite (Word, Excel, PowerPoint)Willingness to travel 50% or more as neededPreferred Qualifications, Capabilities, and Skills
MBA or advanced degreeExperience leading strategic account management in commercial card or payments industryExpertise in data analytics and strategic presentation developmentFamiliarity with project management best practicesExperience driving innovation and continuous improvement initiativesStrong stakeholder management skills across internal and external partnersProfessional certifications in payments or relationship management