Banking & Treasury Services Manager

Job Summary

A company is looking for a Relationship Manager, Banking & Treasury Services.

Key Responsibilities

• Establish and nurture trust-based relationships with clients post-integration
• Maintain deep product knowledge to address client queries and offer solutions
• Collaborate with internal teams to resolve customer issues and identify upselling opportunities

Required Qualifications

• Associate's degree in Finance, Business, or equivalent work experience
• 5+ years of experience in client success, account management, or relationship management, preferably in FinTech or Banking
• Banking Operations / Treasury experience preferred
• Ability to understand end-to-end processes
• Experience in creating Standard Operating Procedures (SOPs)