Program Relationship Manager

You will manage a portfolio of fintech Program Managers using banking and payments infrastructure. You will coordinate onboarding, implementation, account services, payments, foreign exchange support, compliance reviews, and issue escalation. You will maintain CRM records, conduct relationship reviews, communicate partner feedback, and identify approved opportunities to expand services.

Responsibilities

• Serve as the primary relationship contact for assigned Program Managers
• Coordinate onboarding and implementation across Compliance, Operations, Payments, Product, and Technology
• Provide relationship support for account services, payments, foreign exchange, and platform capabilities
• Track service requests, resolve issues, and coordinate escalations
• Conduct regular relationship reviews
• Help Program Managers understand documentation requirements, procedures, and available services
• Coordinate compliance information requests and periodic reviews
• Identify opportunities to expand relationships through approved products and services
• Maintain relationship records, action plans, and follow-up activities in the CRM
• Communicate partner feedback internally

Requirements

• Three to five years of experience in relationship management, private banking, high-net-worth client services, commercial banking, or related financial services
• Experience delivering personalized service and managing complex client needs
• Communication, organization, problem-solving, and stakeholder management skills
• Familiarity with banking operations, domestic and international payments, and foreign exchange
• Working knowledge of KYC, AML, and client due diligence processes
• Ability to coordinate across teams and manage multiple priorities
• Comfort using digital banking platforms and CRM systems