Plano, TX, United States
16 hours ago
Commercial Card Relationship Manager - Payments - Vice President

You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients? 

As a Relationship Manager on our Commercial Card team, you will drive retention and growth strategies into a portfolio of relationships that are strategically important to the firm’s growth agenda. In this virtual role, you will focus on driving client retention, deepening wallet share, and supporting strategic growth objectives. Using data driven insights and analytics, you will act as a consultant for your clients by learning about the client’s business and providing working capital and efficiency strategies. You will cultivate strong relationships with both your clients and internal stakeholders by working closely with our banking and treasury partners that own the broader client relationship, to ensure efforts, communication, and focus are coordinated and consistent. It is your responsibility to maintain best-in-class client experience standards through steady and meaningful contact, informative virtual meetings, regular sharing of industry thought leadership, partnering with service and product teams to resolve escalations, and leading structured revenue-generating optimization efforts. As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first environment and collaborate cross functionally.

 

Job Responsibilities:

Be very comfortable directly communicating with C-level clients and Executive level internal stakeholders. Own the Commercial Card account relationship with a primary focus on growth initiatives, retention, and client experience. Navigate multiple client-facing banking platforms and internal proprietary systems with ease. Demonstrate resiliency and adaptability in a fast-paced, innovative, and complex client environment. Think critically and exercise sound independent judgment. Demonstrate enthusiasm, resilience under stress, and a will-to-solution attitude, along with being results-oriented. Approach problems logically and with good judgment to ensure the appropriate outcome for clients and the firm, making appropriate decisions quickly and competently. Work effectively both independently and in a team environment. Demonstrate personal excellence including punctuality in responsiveness, integrity, and accountability. Travel for internal and external meetings as needed (20/30% approx.).

Required Qualifications, Capabilities, and Skills:

5+ years of experience in Client Relationship Management, Payments, Treasury, or Commercial Card industry. Strong virtual communication skills (Zoom, Teams, WebEx) Strong financial acumen and analytical skills. Demonstrated ability to deliver an exceptional client experience with measurable results. Proven ability to proactively build relationships and trust with clients. Experience in successfully managing multiple complex and highly visible large client relationships concurrently, which includes directly interacting with C-level clients and executive-level internal stakeholders. Demonstrated resiliency and adaptability in a fast-paced and often complex client environment. Strong problem-solving and decision-making skills, with the ability to approach problems logically and with good judgment. Strong client focus with the ability to learn a client’s business to identify optimal payment and efficiency practices. Strong understanding of commercial card payment products, client accounting systems, ERPs, and the ability to articulate bank integrations through sFTPs and APIs. Proven ability to innovate, problem solve, and develop customized solutions to client issues and challenges.

Preferred Qualifications, Capabilities, and Skills:

Bachelor's degree
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