SVP, Relationship Manager - Embedded Payments
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking an SVP, Relationship Manager - Embedded Payments for a direct hire opportunity with a financial services client.
Responsibilities:
- The SVP, Relationship Manager - Embedded Payments will foster working relationship with other members of the Payments Technology Banking team to support new and existing client relationships.
- Maximize portfolio profitability through appropriate pricing and cross-selling of the bank's products and services, including complex treasury management services (ACH, Disbursement Services, Information Reporting, Card Sponsorship Programs).
- Collaborate with risk management, credit administration, and compliance partners to develop client relationships relevant to Payments Technology Banking.
- Complete financial analysis, the underwriting and closing of new opportunities.
- Support new business initiatives through completion of new and existing client ACH limit and credit memos.
- Work with team members to develop a strong referral and COI network to enhance the bank's reputation in the marketplace.
- Support the bank's strong relationship banking culture through on-going customer contact, call reports, quality customer service and superior product knowledge.
- Monitor client portfolios to evaluate financial, operational and compliance status.
- Ensure client's financial and compliance requirements are received and reviewed in a timely manner.
- Support new client implementation requirements and coordinate with internal teams as required.
- The SVP, Relationship Manager - Embedded Payments will develop and maintain strong relationships with decision makers at targeted companies (CEO, CFO, VP Finance).
- Perform industry analysis and participate in relevant industry related events.
- Participate in client calls with Senior Banker and Treasury Services Officer.
Qualifications:
- Bachelor's degree preferably in Finance, Accounting, Business, Economics or other related field.
- 7-10 years of commercial banking, financial services, or Fintech company experience.
- Banking experience is required and/or sales experience in banking.
- Formal bank credit or risk management training experience is a plus.
- Experience in a portfolio management, treasury services, risk management, auditing, or underwriting role is preferred.
- Knowledge of financial and accounting concepts to evaluate financial models, client audits and risks.
- Knowledge in financial statement analysis and understanding of client cash flow cycle.
- Sound credit and risk management judgment.
- Strong excel skills with complimenting mathematical and pricing and financial analysis.
- Thorough knowledge of Corporate Treasury Services and its application to the Payments & Fintech industries.
- Commercial Credit Underwriting and Risk Management.
- Understanding of Operating and Financial Risk Management.
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_ 4153. You may also send a copy of your resume to: ...@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_ 4153. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V