Full-Time

Bank Relationship Manager

Confirmed live in the last 24 hours

Treasury Prime

Treasury Prime

51-200 employees

API platform for bank-fintech integration

Fintech
Financial Services

Compensation Overview

$130k - $170kAnnually

Senior, Expert

Remote in USA + 1 more

More locations: Remote in Canada

Category
Commercial Banking
Finance & Banking
Required Skills
Product Management
Requirements
  • Outstanding relationship competencies and a long-term, trust-based, partnership mindset—your customers and colleagues like working with you!
  • Ability to understand the highly regulated banking industry and relate it to the complex technical requirements of our fintech partners
  • Ability to develop and execute partnership plans spanning multiple banks and fintechs
  • Strong presentation skills for both virtual and in-person meetings with multiple stakeholders
  • Proven ability to interact and articulate complex solutions to all levels of a banking organization - from CEOs and chairpersons of boards to operations and compliance managers
  • Ability to operate in a highly ambiguous and fast-paced environment all while having the organization to multi-task and prioritize
  • Strong interest in the intersection of technology and financial services
Responsibilities
  • Own the ongoing, strategic relationships with our Bank clients and drive their BaaS (banking-as-a-service) business
  • Be the primary point of contact and relationship owner for the Banks
  • Leverage a deep understanding of Treasury Prime's products and APIs to help customers grow their businesses
  • Partner with the bank to understand their sales motion and help build processes to complement them
  • Make sure the lead generation process is tuned to your banks’ interests and opportunities are shared properly
  • Align our bank and fintech partners together; cultivating the trilateral relationship within the Treasury Prime ecosystem
  • Responsible for product/service renewals, retention, and “add-ons” for bank and enterprise clients under your purview
  • Lead quarterly business reviews with banks to not only understand their goals but to reflect on and strengthen the relationship with Treasury Prime
  • Assist in facilitation and oversight of new bank and fintech implementations; and ongoing product implementations across customers
  • Effectively manage and navigate customer pain points, disputes, and partnership risk
  • Update and manage account information in the SFDC database for your clients
  • Lead, navigate, and advocate for your customer throughout their Treasury Prime journey
  • Be the voice of the customer in our product planning and development prioritization process in collaboration with our product & engineering teams

Treasury Prime connects traditional banks with fintech companies through its API platform, which automates various financial services like transfers, wires, and ACH payments. This platform integrates directly with banks' core systems, allowing fintechs to quickly develop secure and compliant financial products while ensuring customer deposits are protected by FDIC insurance. Treasury Prime serves banks by modernizing their back-office operations, leading to increased deposits at reduced costs, and it helps fintechs by providing a flexible and cost-effective way to partner with banks. The company generates revenue by charging fees for API access and services, offering a modular approach that allows clients to select the services they need. Treasury Prime's goal is to enhance collaboration between banks and fintechs, driving efficiency and innovation in the financial services industry.

Company Stage

Series C

Total Funding

$67.2M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

-14%

1 year growth

-42%

2 year growth

-50%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for API-driven banking solutions boosts Treasury Prime's market potential.
  • Partnerships with AI firms like Kobalt Labs enhance compliance capabilities for banks.
  • The rise of embedded finance creates new opportunities for Treasury Prime's BaaS model.

What critics are saying

  • Regulatory uncertainty in the BaaS sector could impact Treasury Prime's operations.
  • Complex regulatory landscape may challenge AI-powered compliance solutions' effectiveness.
  • Market saturation and competition could hinder Treasury Prime's growth prospects.

What makes Treasury Prime unique

  • Treasury Prime offers a comprehensive API platform for seamless bank-fintech integration.
  • The company provides FDIC-insured financial services, ensuring customer funds' safety.
  • Treasury Prime's platform automates transfers, wires, and ACH payments efficiently.

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