Relationship Manager supports all aspects of implementation and ongoing relationship management of the Bank's lending and depository strategic partnerships. The Relationship Manager works closely with program analyst to provide ongoing oversight and supervision of strategic partnerships. This includes supporting all elements of the partnership - operations, compliance, finance, accounting, legal, marketing, credit, etc.
Responsibilities/Duties
Support the President in developing new business opportunities with potential Fintech strategic partners
Serve as the primary point of contact for each assigned fintech strategic partnership
Oversee fintech relationships during implementation, operation, and termination / wind-down
Work with Program Analyst to review quantitative analysis, forecasting models, etc. to evaluate the performance of strategic partnerships
Review economic models for new and existing strategic partnership with various size and complexities to determine strategic partner feasibility and financial performance
Manage and oversee onboarding and ongoing management of strategic partnerships as it relates to operational, financial and compliance activities.
Remain engaged and knowledgeable on processor and card network features, launching of new products, and integrating information with existing and new partners
Lead the process for review and approval of all strategic partners' program-related materials, including decisioning guidelines, policies, procedures, funds flows, legal documents, and financial reporting (monthly, quarterly, and annual)
Performs other duties as needed
Essential Functions
While performing the essential functions of this position, the employee is regularly required to operate a computer terminal with repetitive motion. Physical requirements of this position are considered sedentary work involving preparing documentation, preparing and analyzing data and figures, viewing a computer terminal, extensive reading, and resolving inquiries. Some amount of mobility in order to access files, attend meetings, both on and off site, and perform property inspections is necessary. The employee is expected to converse with internal and external customers and exchange information.
Knowledge - Skills & Abilities
Experience with FinTech products and services with sound lending and deposit knowledge
Ability to understand unique and challenging strategic partnership business models
Strong written and verbal communication skills
Strong interpersonal skills necessary to support internal and external relationships
Superior time management and organization skills with the focus on meeting deadlines
Advanced computer skills in Microsoft Office including ability to review and interpret data utilizing concepts and tools
Experience at fast-paced, highly-motivated bank or financial services company
Preferred Qualifications:
Experience as a relationship manager / program manager at a fintech sponsorship bank or at a fintech with a sponsor bank relationship
Experience interfacing with card networks (Visa, Mastercard, etc.) and card processors during program launch, ongoing operation, and termination
