What are the responsibilities and job description for the Senior 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 :
- Foster working relationship with other members of the Payments Technology Banking team to support new and existing client relationships.
- The SVP, Relationship Manager - Embedded Payments will meet or exceed annual budget.
- 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.
- The SVP, Relationship Manager - Embedded Payments will support new client implementation requirements and coordinate with internal teams as required.
- 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.
- Comply with all the Bank’s compliance requirements including Bank Secrecy Act, OFAC and USA PATRIOT Act.
Qualifications :
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
