Demo

Relationship Manager

Lewis James Professional
Charlotte, NC Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/3/2025

SVP, Relationship Manager - Embedded Payments

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking an SVP, Relationship Manager - Embedded Payments for a direct hire opportunity with a financial services client.

Responsibilities :

  • The SVP, Relationship Manager - Embedded Payments will foster working relationship with other members of the Payments Technology Banking team to support new and existing client relationships.
  • Maximize portfolio profitability through appropriate pricing and cross-selling of the bank’s products and services, including complex treasury management services (ACH, Disbursement Services, Information Reporting, Card Sponsorship Programs).
  • Collaborate with risk management, credit administration, and compliance partners to develop client relationships relevant to Payments Technology Banking.
  • Complete financial analysis, the underwriting and closing of new opportunities.
  • Support new business initiatives through completion of new and existing client ACH limit and credit memos.
  • Work with team members to develop a strong referral and COI network to enhance the bank’s reputation in the marketplace.
  • Support the bank’s strong relationship banking culture through on-going customer contact, call reports, quality customer service and superior product knowledge.
  • Monitor client portfolios to evaluate financial, operational and compliance status.
  • Ensure client’s financial and compliance requirements are received and reviewed in a timely manner.
  • Support new client implementation requirements and coordinate with internal teams as required.
  • The SVP, Relationship Manager - Embedded Payments will develop and maintain strong relationships with decision makers at targeted companies (CEO, CFO, VP Finance).
  • Perform industry analysis and participate in relevant industry related events.
  • Participate in client calls with Senior Banker and Treasury Services Officer.

Qualifications :

  • Bachelor’s degree preferably in Finance, Accounting, Business, Economics or other related field.
  • 7-10 years of commercial banking, financial services, or Fintech company experience.
  • Banking experience is required and / or sales experience in banking.
  • Formal bank credit or risk management training experience is a plus.
  • Experience in a portfolio management, treasury services, risk management, auditing, or underwriting role is preferred.
  • Knowledge of financial and accounting concepts to evaluate financial models, client audits and risks.
  • Knowledge in financial statement analysis and understanding of client cash flow cycle.
  • Sound credit and risk management judgment.
  • Strong excel skills with complimenting mathematical and pricing and financial analysis.
  • Thorough knowledge of Corporate Treasury Services and its application to the Payments & Fintech industries.
  • Commercial Credit Underwriting and Risk Management.
  • Understanding of Operating and Financial Risk Management.
  • For immediate consideration, please click “Apply” and use Job Code BHJOB11837_ 4153. You may also send a copy of your resume to : resumes@lewisjamesprofessional.com and enter only the following job code in the subject line : BHJOB11837_ 4153. Lewis James Professional is an Equal Opportunity Employer. M / F / D / V

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Relationship Manager?

    Sign up to receive alerts about other jobs on the Relationship Manager career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $88,675 - $133,072
    Income Estimation: 
    $96,682 - $131,521
    Income Estimation: 
    $107,904 - $171,743
    Income Estimation: 
    $181,804 - $247,744
    Income Estimation: 
    $211,471 - $292,096
    Income Estimation: 
    $130,717 - $174,523
    Income Estimation: 
    $181,804 - $247,744
    Income Estimation: 
    $72,617 - $91,880
    Income Estimation: 
    $90,895 - $112,298
    Income Estimation: 
    $121,404 - $154,662
    Income Estimation: 
    $166,276 - $201,235
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Lewis James Professional

    Lewis James Professional
    Hired Organization Address Atlanta, GA Full Time
    SVP, Relationship Manager - Embedded Payments Lewis James Professional is a woman-owned staff augmentation, project cons...
    Lewis James Professional
    Hired Organization Address Pittsburgh, PA Full Time
    Quantitative Analyst – Senior Lewis James Professional is a woman-owned staff augmentation, project consulting and direc...
    Lewis James Professional
    Hired Organization Address Charlotte, NC Full Time
    Audit Manager, Credit Risk Lewis James Professional is a woman-owned staff augmentation, project consulting and direct h...
    Lewis James Professional
    Hired Organization Address Charlotte, NC Full Time
    Operational Risk Advisor – GRC Lewis James Professional is a woman-owned staff augmentation, project consulting and dire...

    Not the job you're looking for? Here are some other Relationship Manager jobs in the Charlotte, NC area that may be a better fit.

    Relationship Manager

    ComForCare Home Health Care - Suburban Metrolina, Monroe, NC

    Relationship Manager

    AssetMark Financial Holdings, Inc., Charlotte, NC

    AI Assistant is available now!

    Feel free to start your new journey!