Relationship Manager

Job Summary:
Relationship Manager drives the bank partnership and their customers experience to achieve specific financial results through the delivery of CSI Pay systems solutions while providing premier customer services.

Supervisory Responsibilities:

• Assists with overseeing the daily workflow of the team.
• (Senior position includes mentoring / management assistance within FI Partner Team)

Essential Functions:

Duties and Responsibilities

• Maintains knowledge of all CSI accounts payable options and processes for each bank partnership.
• Manages and provides all necessary customer services to bank partnership(s), including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support to meet contractual Service Level Agreements.
• Accurately answers bank partner/customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or engagement of other departments.
• Educates bank partner/customer on best practices and processes regarding accounts payable processing.
• Confidently leads bank partner/customers through conference calls and training.
• Proactively manages vendor enablement campaigns and databases.
• Provides necessary timely reporting to bank partners/customers and proactively seek additional avenues for partnership improvements.
• Ensures FI Partner Team Standard Operating Procedure documentation is kept current and coordinate partner / customer guide updates as needed with Technical Writer.
• Actively participates as a CSI team member by offering ideas and input to support and enhance current CSI products, processes, and programs, and works collaboratively to ensure FI partner success.
• Performs all duties within assigned timeline and effectively communicate progress of assigned tasks.
• Takes proactive ownership of other special projects and assignments to support the business as needed.
• Brings energy and a positive attitude to ensure positive bank partner/customer experience as outlined in the FI Partner Team’s mission statement.
• Perform other duties as assigned Required Skills/Abilities: * Excellent verbal, written and public speaking skills.
• Confidently lead all bank partner and customer calls and meetings. * Excellent interpersonal and customer service skills.
• Excellent time management skills with a proven track record to meet deadlines.
• Strong analytical and problem-solving skills.
• Adaptive to frequent process changes with a proactive mindset and high energy level.
• General skillset to perform/navigate on Microsoft OS; minimum of 60 WPM.
• Experience with Excel (Intermediate or Advanced).
• Experience with Salesforce.

Education and Experience:

• Bachelor’s degree or related experience in business, communications, finance, or related fields. Equivalent combination of education and experience will be considered.
• A minimum of 2 years’ previous successful customer service experience.
• Financial, technology, FinTech backgrounds are preferred, credit card processing or credit card services background also helpful.

Job Type: Full-time

Pay: $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Bonita Springs, FL 34134: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounts payable: 2 years (Preferred)
• Microsoft Office: 3 years (Preferred)
• Credit Card Processing: 3 years (Preferred)
• Fintech: 3 years (Preferred)

Work Location: Hybrid remote in Bonita Springs, FL 34134

Salary : $60,000 - $0