Banking and Payments Operations Manager
Posted on 9/15/2023
Relay Financial

51-200 employees

No-fee online business banking and money management platform
Company Overview
Relay is a leading financial technology company that offers a comprehensive online business banking and money management platform, providing clear visibility and control over cash flow. The company stands out for its no-fee banking, ability to manage up to 20 checking accounts, and the provision of up to 50 physical or virtual debit cards, making it a flexible and cost-effective solution for businesses. With secure, role-based access for team members and financial advisors, personalized customer support, and compatibility with various tech stacks, Relay fosters a culture of transparency and customer-centricity.

Company Stage

Series A

Total Funding





Toronto, Canada

Growth & Insights

6 month growth


1 year growth


2 year growth

Toronto, ON, Canada
Experience Level
Desired Skills
Business & Strategy
Operations & Logistics
  • You have 5+ years of experience and management in banking and payment processing from both a B2B and B2C lens
  • You have managed and owned projects that are focused on data investigation
  • You have experience managing multiple core vendors, and are well-versed in stakeholder relationships
  • You are familiar and well-versed in data insight toolings such as Metabase, Looker, etc
  • You consider yourself to be an exceptional project manager and handle context switching between projects and stakeholders with ease
  • You have knowledge of the US Banking system including NACHA, wires, and BSA
  • You have knowledge of SQL or other tools to drive data investigation projects
  • You have experience with project leadership between cross-functional teams
  • Utilize our BaaS and partner bank to expand the list of acceptable KYC/KYB documents
  • Manage our selfie verification dashboard, and other relevant tooling, to increase new application approval rates and minimize friction
  • Decrease transaction issues by monitoring ACH functionalities, ensuring that RDC acceptance rates are within industry standards, and collaborating with our BaaS provider to optimize check deposit rules
  • Orchestrate shipment, dispute fillings, and the implementation of new features to upgrade the overall card experience
  • Investigate and escalate rare customer issues regarding transactions and approvals
  • Spearhead major product releases with our BaaS provider and other key third-party organizations
  • Collaborate with external stakeholders such as our partner bank to ensure the language used in new product launches is well-aligned
  • Coordinate any necessary legal changes including the adjustment of terms and conditions, deposit agreements, and cardholder agreements
  • Identify and partner with new payment rails that unlock innovative ways for customers to pay and get paid
  • Own key third-party vendor relationships that strengthen the customer experience
  • Collaborate closely with departmental stakeholders across Relay, including Product, Risk, Customer Support, Marketing, and Sales teams
Desired Qualifications
  • Points: