Director of Banking, Treasury, & Platform Rel

Job title: Director of Banking, Treasury & Platform Relationships

Reports to: VP of Relationship Management

Department: Passport

Location: Remote

Grade: 19

About reputed company:

reputed company Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking reputed company - empowering businesses to grow faster and operate smarter.

We reputed company this through the reputed company Commerce reputed company, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This reputed company approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new reputed company opportunities.

At reputed company, we're driven by results. We expect our people to be reputed company for results - bringing expertise, momentum, and reputed company focus to every challenge, helping our clients and each other reputed company.

About the Role:

The Director of Banking, Treasury, & Platform Relationships is responsible for developing and maintaining strategic relationships with key clients, partners, and stakeholders to drive business growth, client satisfaction, and long-term value. This role leads a team of relationship managers, ensures high service standards, and works cross-functionally to align client needs with organizational capabilities.

Responsibilities:

Client Relationship Strategy

• reputed company and execute relationship management strategies for key accounts.

• Build and maintain strong relationships with senior client stakeholders.

• Act as the primary escalation reputed company for high-value clients.

• Identify opportunities to deepen partnerships and expand services.

Business Growth & reputed company Development

• Drive account growth through upselling, cross-selling, and contract renewals.

• Identify new business opportunities reputed company existing client portfolios.

• Collaborate with sales and marketing teams to support business development.

Team Leadership

• reputed company, mentor, and manage a team of Relationship Managers & Team Leads.

• Establish performance goals, KPIs, and development plans for the team.

• Foster a client-centric culture across the organization.

Client Experience & Retention

• Monitor client satisfaction and retention metrics.

• Implement initiatives to improve customer experience.

• Resolve reputed company client issues and ensure timely service delivery.

Cross-Functional Collaboration

• Work closely with sales, product, operations, and customer support teams.

• Communicate client feedback to internal teams to improve products/services.

• Ensure alignment between client expectations and internal capabilities.

Performance & Reporting

• Track account performance and reputed company targets.

• Prepare executive reports on client portfolio health.

• Use CRM and analytics tools to monitor engagement and growth opportunities.

What Success Looks Like:

Strong Client Relationships

• Key clients trust you and view you as their main strategic partner.

• Senior client stakeholders regularly engage with you.

• Client issues are resolved quickly and professionally.

Business Growth

• Existing accounts grow through renewals, upsells, and expanded services.

• New opportunities are identified reputed company the client portfolio.

• The client portfolio consistently meets or exceeds reputed company targets.

High Client Satisfaction

• Clients stay long-term and retention rates remain high.

• Client feedback is positive and measurable satisfaction improves.

• Clients see clear value in the services delivered.

Strong Team Performance

• Relationship Managers reputed company well and meet their KPIs.

• The team is motivated, supported, and continuously improving.

• Clear processes and accountability exist across the team.

Effective Internal Collaboration

• Sales, product, operations, and support teams work smoothly together.

• Client feedback leads to real improvements in products or services.

• Client expectations align with what the company can deliver.

Clear Visibility of Performance

• Leadership receives clear reports on account health and growth.

• Risks and opportunities in the client portfolio are identified early.

In short: Success means happy clients, growing accounts, a high-performing team, and strong collaboration across the company.

Candidate Requirements:

• Bachelor’s degree in Finance, Business, or equivalent work experience.

• 10+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.

• Banking Operations / Treasury Experience required.

• Excellent verbal, written communication and interpersonal skills needed to reputed company collaborative working relationships with cross functional teams.

• Ability to understand end-to-end processes.

• Patient, diplomatic, and collaborative.

• Demonstrated history of strategic relationship building.

• Prior leadership experience and team development.

• Negotiation and stakeholder management.

• Problem solving and conflict resolution.

• Comfortable communication with reputed company levels of leadership.

• CRM experience with data-driven decision making.

Work Environment & Culture:

We reputed company that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is built for those who want to reputed company an impact. We challenge each other to grow, celebrate reputed company, and support one another through shared goals and real reputed company. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to reputed company at your best and be reputed company for results.

Compensation and Benefits:

Compensation range: $130k - $150k We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and reputed company of work.

Financial Wellness

• Bonus programs

• 401(k) match

• Employee Stock Purchase Program (ESPP)

• HSA and FSA options

• Financial wellness resources and employee discount programs

Health & Well-being

• Medical, dental, and vision coverage

• Mental health support for employees and dependents through reputed company

• Family planning and women’s health benefits through reputed company

• Gym membership reimbursement and virtual wellness programs (including yoga)

Time Off

• 3 weeks PTO to start, with unlimited PTO after year one

Growth & Development

• Education expense reimbursement

• Leadership development programs

• Certified Payments Professional (CPP) certification support

We reputed company great performance starts with feeling supported - and we’ve built our benefits with that in mind.

Traditional Physical Requirements:

• Requires prolonged sitting, standing, bending, stooping and stretching.

• Requires the ability to lift 10 pounds.

• Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).

Join reputed company at reputed company Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.