Relationship Manager, Big Business Banking

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Who we are:

The role

The Relationship Manager is a part of the Commercial Operations - Cash Management Implementation & Client Servicing team and is the direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services. This role partners with clients to understand their financial operational and treasury needs while delivering tailored banking and payment solutions. The Relationship manager will perform annual reviews of client relationships and recommend additional products and services to support the growing banking needs of clients. The RM ensures a high-quality client experience and coordinates across internal teamsincluding Operations Payments Risk and Productto deliver seamless onboarding execution and ongoing servicing.

By joining SoFi youre joining a new kind of finance company based around speed transparency and alignment with our members interests. Our goal is to be the center of our members financial lives. We created student loan refinancing addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans and then into insurance and wealth management with similarly inventive products. As the company has grown weve been able to help more people with these tools.

What youll do:

• Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
• Coordinate and manage resolution of service requests issues and inquiries by partnering with all internal teams
• Provide ongoing support for cash management products including ACH wires online banking and APIs
• Proactively monitor client service needs and ensure timely follow-up communication and issue resolution
• Guide clients through product enhancements service modifications and system updates
• Facilitate onboarding of additional services managing documentation setup coordination and client training
• Maintain detailed records of client interactions service changes and support cases in CRM systems

The hours of the position will be 8:00am 5:00pm Monday through Friday. These hours may change as volumes increase to meet daily deadlines.

What youll need:

• Bachelors Degree in Business Administration preferred
• Minimum of 5 years of relevant relationship management experience
• Deep understanding of banking and electronic payments.
• Strong written and communication skills
• Strong relationship management and client servicing skills
• Strong organizational and problem solving skills.