Relationship Manager, Big Business Banking
Core
Direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services.
Role type
Senior IC relationship manager (commercial banking)
Builds
Tailored banking and payment solutions for commercial clients
Domain
Financial services / Commercial Banking
Deliverable
client delivery
Required skills
relationship management, client servicing, cash management, electronic payments, product knowledge, CRM management, cross-functional coordination
Preferred skills
Bachelor's Degree in Business Administration, 5+ years of relevant experience
Responsibilities
Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters; Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams; Provide ongoing support for cash management products including ACH, wires, online banking, and APIs; Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution; Guide clients through product enhancements, service modifications, and system updates; Facilitate onboarding of additional services, managing documentation, setup coordination, and client training.