Relationship Manager managing a book of high - net - worth clients at Bank of America. Serving as primary contact for trading needs and growing client relationships.
About the role
- Account Manager developing and sustaining relationships with clients in the fintech industry. Managing operational initiatives and financial reporting to meet client expectations.
Responsibilities
- Develop and sustain working relationships with internal partners to meet client expectations
- Participate in or lead client calls and deliver business initiatives
- Manage bank-initiated changes that impact brand partners or cardholders
- Maintain project trackers and handle submission and reconciliation of program invoices
- Oversee inventory management, focusing on effective expense management for non-campaign related components
- Utilize reporting tools to monitor key metrics, identify opportunities, and drive solutions
Requirements
- Bachelor’s Degree in Business Administration, Marketing or related field of study or equivalent, relevant work experience
- 8+ years experience in Account Management, Sales, Finance, Product Management, Project Management, Marketing, or credit card portfolio management
- 5+ years experience in a similar role, with management experience in a multi-level organization
- Experience in financial services or fintech, with direct exposure to credit card payments and private label credit card programs
- Skills: Financial Analysis, Long Term Planning, Relationship Management, Portfolio Operations, Budget Management
Benefits
- medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability)
- 401(k) plan immediately upon hire
- 11 paid holidays
- Flexible Time Off (FTO) program
- 80 hours of Paid Sick and Safe Time (PSST) upon hire
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