What are the responsibilities and job description for the RELATIONSHIP MANAGER position at Lewis James Professional?
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 banks 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 banks reputation in the marketplace. Support the banks 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 clients 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 : Bachelors 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 : resumeslewisjamesprofessional.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
