Relationship Manager, Big Business Banking

Relationship Manager

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.

What you'll 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

What you'll need:

• Bachelor's 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.

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!