Bank Relationship Manager II

Job Description:

General Summary

Primary objective for this position is to own the relationship with our bank partner and ensure its success through both strategic oversight and day to day requirements. The relationship manager is expected to develop strong working relationships with key individuals at the bank and with internal Elevate departments supporting this relationship. This person will play a significant role in presenting product strategies, helping to facilitate bank approvals, develop, audit and deliver key product initiative documents and help manage stakeholder accountability. Being a self-starter, possessing excellent communication skills, account management and project management skills, as well as being highly organized are critical skillsets of this role. This position is required to engage in a variety of functional areas such as IT, risk, marketing, operations, finance, legal, and compliance.

Principal Duties and Responsibilities

• Manage and strengthen our relationship with the bank partner.
• Build solid relationships with key individuals and become the point person.
• Manage bank strategy execution related to development and growth of the product.
• Project manage multiple initiatives simultaneously, holding self and stakeholders accountable for key deliverables.
• Facilitate the fulfillment of partnership requirements related to new and existing features of the program by collaborating across Elevate teams including product management, risk, marketing, finance, legal, compliance and technology.
• Secure required business approvals to implement product initiatives.
• Support compliance requests for documentation.
• Manage the communication of all technical and operational opportunities to the bank partner.
• Communicate between the bank partner, 3rd party providers and internal functional teams to support the product.
• Audit all documentation submitted by internal stakeholders to ensure the content is ready for bank delivery.
• Manage stakeholder accountability to ensure bank requested materials are delivered in a timely manner.
• Reduce churn and accelerate bank approvals by assisting internal stakeholders and offering insight and explanation into the bank partners needs.
• Support the ongoing budgeted growth of the bank product.
• Willingness to travel (approximately 5% of the time).

Experience and Education

• Bachelor’s degree, MBA a plus.
• Experience with third-party relationship management.
• Experience with project management.
• Experience with account management.
• Experience with financial product implementation and management.
• Experience with bank regulatory and compliance management.
• Start-up experience is desirable

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