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Relationship Manager
Cards/Baas
Confirmed live in the last 24 hours
Locations
Edgewater, NJ, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Responsibilities
  • Be the primary non-operational designated point of contact for our Card/BaaS Enterprise clients in lifecycle
  • Own retention and growth KPIs for Card/BaaS clients Develop and nurture our firm's relationships with our Card/BaaS clientele, at multiple levels per client, including senior management
  • Develop and apply account plans for each Enterprise account to meet client needs and partner with client to achieve their needs/goals
  • Perform weekly/monthly review as well as quarterly business review (QBR) with Client
  • Interpret data (market data, competitive data, proprietary data, and client supplied data) to include in data-driven decision-making process and to create a clear view on status of client
  • Review and drive progress related to any outstanding issues and opportunities
  • Maintain and grow revenue through strategic business plan creation, consultative selling, and upsell opportunities
  • Review client accounts to ensure AML\BSA regulations are being observed
  • Advocate for our clients within the firm; liaise with other departments to resolve issues, implement changes, and integrate technology
  • Work with legal counsel to draft contracts that are up for renewal, and amendments to existing contracts
  • Perform periodic visits to deepen relationships and engage in strategic planning
  • Relevant experience managing high profile relationships in commerce, payments, fintech, and/or banking
  • History working with cross functional teams
  • Deep experience / exposure to the Card/BaaS industry inclusive of pricing, network schemes, technologies, leading global players, emerging trends, and regulatory nuance
  • A broad understanding of the fintech space and how Cross River can leverage the best-in-class solutions to grow its financial solutions offering
  • Agility and adaptability in a rapidly growing, constantly changing environment
  • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment with minimal supervision
  • Ability to multitask without getting overwhelmed
  • Extreme resourcefulness and excellent communication skills
  • A learner's mindset and the ability to pick up new information quickly
  • A genuine excitement for solving client's problems
  • Excellent video/phone manner and presentation skills and able to productively facilitate meetings
  • Willingness to travel
Cross River Bank

501-1,000 employees

Financial technology infrastructure solutions
Benefits
  • Generous parental & leave policies
  • Completely subsidized health, dental, & vision insurance
  • Complimentary dry cleaning
  • On-site haircuts
  • Endless snacks
  • Company events
Company Core Values
  • Authentic
  • Purposeful
  • Responsible