Back to jobs

Bank Relationship Manager

About Treasury Prime

Treasury Prime is the leading Banking as a Service (BaaS) company that connects banks and fintechs through an API so developers can start building in minutes and launch in days. Treasury Prime’s full integration into core banking systems gives developers access to a wide range of banking services, from opening accounts to making payments to issuing cards. Treasury Prime is backed by Deciens Capital, Nyca Partners, QED Investors, SaaStr Fund, Susa Ventures, and Y Combinator.

If you're a go-getter passionate about making an impact in the API banking technology space and Treasury Prime's mission, we want to hear from you!

Treasury Prime is seeking a relationship manager to join our growing team to manage our integrated bank programs and corporate client relationships. This role will report to the VP of Client Services and sit within the Client Services team. In this role, you’ll work closely with the Treasury Prime business development, customer support, implementations, product, and finance teams to maximize client retention, satisfaction, and renewals. As a major part of this role, you will be responsible for partnering with the bank's sales team to help educate prospects and partners on closing them, maintain the relationship through implementation, and own all ongoing relationship management throughout the life of the program. Expectations would be to regularly meet with the appropriate people within the banks and relevant enterprises to maintain positive relationships, garner feedback, and understand feature needs with quarterly business review conversations with the C-suite or Executive level at each client to stay in tune with their goals, expectations, and plans. The relationship manager will own the entire program at the bank and be responsible for their overall growth and success.

Apply for this role if you want to be a key player in a growing team and organization as we reimagine our client services model. You'll have executive exposure at Treasury Prime, build the processes to nurture and grow relationships, learn about new business models from our fintech and bank clients, and learn how to build a company directly from a team of serial entrepreneurs. 

You will:

  • Own the ongoing, strategic relationships with our Bank clients and drive their BaaS (banking-as-a-service) business
  • Be the primary point of contact and relationship owner for the Banks
  • Leverage a deep understanding of Treasury Prime's products and APIs to help customers grow their businesses
  • Partner with the bank to understand their sales motion and help build processes to complement them
  • Make sure the lead generation process is tuned to your banks’ interests and opportunities are shared properly
  • Align our bank and fintech partners together; cultivating the trilateral relationship within the Treasury Prime ecosystem
  • Responsible for product/service renewals, retention, and “add-ons” for bank and enterprise clients under your purview
  • Lead quarterly business reviews with banks to not only understand their goals but to reflect on and strengthen the relationship with Treasury Prime
  • Assist in facilitation and oversight of new bank and fintech implementations; and ongoing product implementations across customers
  • Effectively manage and navigate customer pain points, disputes, and partnership risk
  • Update and manage account information in the SFDC database for your clients 
  • Lead, navigate, and advocate for your customer throughout their Treasury Prime journey
  • Be the voice of the customer in our product planning and development prioritization process in collaboration with our product & engineering teams

You may be a good fit for this role if you:

  • Outstanding relationship competencies and a long-term, trust-based, partnership mindset—your customers and colleagues like working with you!
  • Ability to understand the highly regulated banking industry and relate it to the complex technical requirements of our fintech partners 
  • Ability to develop and execute partnership plans spanning multiple banks and fintechs
  • Strong presentation skills for both virtual and in-person meetings with multiple stakeholders
  • Proven ability to interact and articulate complex solutions to all levels of a banking organization - from CEOs and chairpersons of boards to operations and compliance managers
  • Ability to operate in a highly ambiguous and fast-paced environment all while having the organization to multi-task and prioritize
  • Strong interest in the intersection of technology and financial services

While these are not hard requirements for the job, the best candidates will meet many of these criteria.

We look forward to hearing from you!

 

US Pay Range

$130,000 - $170,000 USD

Canada Pay Range

$97,500 - $127,500 USD

Treasury Prime is an inclusive Equal Employment Opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. If you require accommodations or assistance to complete the online application process, please get in touch with careers@treasuryprime.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. Our team will respond to your email promptly.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf


How would you like to be addressed?

Pronouns *
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Treasury Prime’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.