Relationship Manager, Big Business Banking
This position is no longer accepting applications (closed Oct 24, 2026).
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The role
The Relationship Manager is a part of the Commercial Operations - Cash Management Implementation & Client Servicing team and is the direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services. This role partners with clients to understand their financial, operational, and treasury needs while delivering tailored banking and payment solutions. The Relationship manager will perform annual reviews of client relationships and recommend additional products and services to support the growing banking needs of clients. The RM ensures a high-quality client experience, and coordinates across internal teams—including Operations, Payments, Risk, and Product—to deliver seamless onboarding, execution, and ongoing servicing.
What you’ll do:
- Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
- Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams
- Provide ongoing support for cash management products including ACH, wires, online banking, and APIs
- Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
- Guide clients through product enhancements, service modifications, and system updates
- Facilitate onboarding of additional services, managing documentation, setup coordination, and client training
- Maintain detailed records of client interactions, service changes, and support cases in CRM systems
What you’ll need:
- Bachelor's Degree in Business Administration preferred
- Minimum of 5+ years of relevant relationship management experience
- Deep understanding of banking and electronic payments.
- Strong written and communication skills
- Strong relationship management and client servicing skills
- Strong organizational and problem solving skills.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.
As published by greenhouse · 21 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (10)
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- Will you now or in the future require SoFi to commence (“sponsor”) an immigration case in order to employ you?
- Have you worked at or been a consultant for SoFi or any company subsequently acquired by a SoFi entity (including Galileo Financial Technologies, Technisys, Wyndham Capital Mortgage, Zenbanx, 8 Securities, and/or Golden Pacific Bancorp, Clara Lending)?
- Would you like to receive marketing communications about careers at SoFi and SoFi Tech Solutions?
- Are you authorized to lawfully work in the country where this role is located?
- Are you currently a SoFi or SoFi Tech Solutions (formerly Galileo) employee?
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- Are you currently employed with or have been employed by Deloitte? Deloitte is our external financial auditor and due diligence may be performed prior to employment to ensure independence requirements are met. If you indicate yes, you agree that certain information may need to be disclosed to Deloitte before employment to confirm independence.
- Do you currently hold, or intend to hold, any FINRA licenses if employed by SoFi? (i.e., Series 7, Series 24, Series 27, Series 99, etc.)
- What FINRA license(s), if any, do you currently hold?
- Are you currently located within, or planning to relocate to be within, a reasonable commute of any of this job's listed hiring locations?
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