Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

TransFund Senior Relationship Manager

BOK Financial

TransFund Senior Relationship Manager

The Senior Relationship Manager, TransFund is primarily responsible for directing and providing service to TransFund's most significant and technically complex clients, including ongoing support, consultation, cross-selling new products, and contract renewal. Also produces network improvements through product development, system enhancements, training materials and customer documentation, and provides training for lesser-experienced Relationship Managers.

Team Culture This is a team that has your back, where collaboration creates trust, and everyone pitches in when there is an issue to resolve. Regularly scheduled team meetings and teambuilding activities are commonplace.

How You'll Spend Your Time You'll have the autonomy to define your own call/work plan for the year. You'll travel about 50% of the time. You'll act as the senior escalation contact for client service issues. You'll participate in the development of new products and network enhancements to provide additional revenue opportunities.

Education & Experience Requirements The required level of knowledge is normally acquired through a Bachelor's degree in Business or Finance and 7+ years' experience in the EFT industry with 5+ years' experience in sales and relationship management involving financial institutions, data processors, ATMs and a card base commercial lending environment or an equivalent combination of education and experience. Extensive knowledge of the EFT Industry, especially related to processing Extensive knowledge of relationship management methodology Advanced knowledge of Bank products, operations/product delivery system, banking applications Excellent verbal and written communication skills Excellent PC and software package skills and on-line system experience Excellent organizational skills Excellent interpersonal skills in order to lead, motivate, and promote team building Working Conditions & Physical Requirements Office - Occasional Travel

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact View email address on click.appcast.io with any questions.

BOK Financial
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the TransFund Senior Relationship Manager in Washington DC vacancy
  •  ...reinsurance and funeral trusts, while our agency business handles escrow and other transactional needs. The Corporate Trust Relationship Manager III role supports our team as the main contact for clients, delivering exceptional service to our largest accounts, handling... 
    Senior

    UMB Bank

    Washington DC
    4 days ago
  • $143.1k - $238.5k

     ...Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $100 million dollars...  ...with Retail Relationship Managers, Fulton Partners and Senior Leadership. Keep sales platform consistently... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Work visa
    Flexible hours

    Fulton Bank

    Washington DC
    2 days ago
  • $135k - $165k

     ...Datavant is seeking a Manager, Client Success to ensure high-quality service delivery for clients in healthcare. You will manage client relations, lead a team of account managers, and collaborate with cross-functional teams to align client needs with solutions. Qualified... 
    Senior

    Datavant

    Washington DC
    20 hours ago
  •  ...Diligent is seeking a Customer Success Manager II in Washington, DC to oversee enterprise accounts and ensure exceptional customer experiences. Responsibilities include account management, product adoption, and meeting renewal targets. The ideal candidate has over 5 years... 
    Senior

    Diligent-14787b60

    Washington DC
    2 days ago
  • A leading financial institution is seeking a Sr. Relationship Manager to serve as a trusted advisor for healthcare and education clients. The role involves managing an extensive portfolio and providing tailored financial solutions. Strong experience in commercial lending... 
    Senior
    Local area

    Bank of America

    Washington DC
    3 days ago
  • A leading financial institution in Lanham, MD, seeks a C&I Relationship Manager to generate and manage a complex loan and deposit portfolio for commercial clients. The role requires at least 5 years of experience in portfolio management and proven sales skills in commercial... 
    Senior

    EagleBank

    Lanham, MD
    1 day ago
  • $325.55k - $421.3k

     ...customers with their transformations - driving outcomes, expanding relationships, and growing NetApp's business through its integrated cloud,...  ...Maintain disciplined sales excellence, including pipeline management and forecast accuracy, using MEDDICC aligned discovery and... 
    Senior
    Local area
    Shift work

    NetApp

    Washington DC
    4 days ago
  •  ...existing and prospective members, focusing on new and inactive members. You will analyze member needs, prepare for calls, maintain relationships, and represent the Bank at conventions and events, while supporting compliance and reporting. This role offers a hybrid work... 
    Senior

    FHLB Des Moines

    Washington DC
    2 days ago
  • $99.75k - $214.37k

     ...Commercial Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and...  ..., and Capital Markets partners. This team manages Ag relationships throughout its life - developing meaningful connections with... 
    Senior
    Local area
    Flexible hours

    UMB Bank

    Washington DC
    1 day ago
  • $173.3k - $288.9k

     ...exceptional people. We deliver secure, reliable managed and advisory services across private,...  ...of the Cox family of companies. The Senior Principal Client Partner is responsible...  ...level, building deeply embedded relationships with C‑suite stakeholders and developing... 
    Senior
    Flexible hours

    Cox Communications

    Washington DC
    3 days ago
  • A prominent financial institution is seeking a Relationship Manager to manage small business and personal client relationships in Washington, DC. This role requires strong sales experience, exceptional communication skills, and the ability to engage effectively with clients... 
    Senior

    City National Bank

    Washington DC
    2 days ago
  • $130k - $200k

    Glenmede is seeking a Relationship Manager in Washington DC to provide investment advice and management for private clients. The role involves developing and managing investment plans, coordinating with teams, and engaging in business development. Candidates should have... 
    Senior

    Glenmede

    Washington DC
    4 days ago
  •  ...exciting concepts across retail, architecture and design. Role Senior Public Relations Manager to lead strategic media initiatives for a portfolio of...  ...spokespeople for interviews and events Lead Client Relationships Serve as a strategic thought partner and day-to-day lead... 
    Senior
    Work at office
    Local area

    The Brand Guild

    Washington DC
    2 days ago
  • $175k - $200k

     ...Senior Public Relations Manager (Law Firm) $175,000 - $200,000 per year | Atlanta, GA | On-Site | Permanent Top Am100 Law Firm seeks to add a Senior Public Relations Manager to their team! Candidates for this role must have an Am200 Law firm background! You will be responsible... 
    Senior
    Permanent employment
    Temporary work
    Local area

    Australia-Employment

    Washington DC
    4 days ago
  • Empower is seeking a Senior Relationship Manager Mid-Market to oversee tax-exempt retirement plans with assets from tens of millions to over $150M. You’ll be the central contact for plan sponsors, manage service delivery, and lead client retention and risk programs. Travel... 
    Senior

    Empower

    Washington DC
    4 days ago
  • $143.1k - $238.5k

     ...Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $5-25 million dollars....  ...Retail Relationship Managers, Fulton Partners and Senior Leadership. Keep sales platform consistently updated and... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Washington DC
    4 days ago
  • $175k - $200k

     ...button and sending us your resume. Salary: $175,000 - $200,000 per year About the role Top Am100 Law Firm seeks to add a Senior Public Relations Manager to their team. Candidates for this role must have an Am200 Law Firm background. You will be responsible for the... 
    Senior
    Temporary work
    Local area

    Jobot

    Washington DC
    2 days ago
  • $86k

     ...accountability, and transparency. POSITION SUMMARY The Public Relations Senior Manager supports the Communications & Public Relations team to...  ..., sector leaders, and donors Build and maintain strong relationships with journalists, editors, and media influencers Write and... 
    Senior
    Full time
    Work at office
    Local area
    Worldwide

    Project HOPE

    Washington DC
    2 days ago
  • $165k - $215k

     ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. CRE Senior Relationship Manager Full Time Washington, DC, US 4 days ago Requisition ID: 2241 Salary Range: $165,000.00 to $215,000.00 Annually Purpose... 
    Senior
    Full time
    Work experience placement
    Work at office
    Remote work

    Amalgamated Bank of NY

    Washington DC
    2 days ago
  • $224k - $356.5k

     ...translates into real mission outcomes. We are seeking a Senior Customer Success Manager with deep federal market expertise, a strong background...  ...preferred. What You'll Be Doing: Serve as the primary post‑sale relationship owner for a portfolio of U.S. federal and civilian... 
    Senior
    Contract work
    For contractors

    NVIDIA

    Washington DC
    2 days ago
  • $150k - $200k

     ...our Public Relations and Communications efforts as our Senior Public Relations Manager. This professional will be responsible for the strategic...  ...firm’s crisis response team, be able to manage the firm’s relationship with the team and distill culturally appropriate actions... 
    Senior
    Work at office
    Local area

    Considine Search

    Washington DC
    4 days ago
  •  ...City First Bank N.A. Senior Relationship Manager City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic... 
    Senior
    Contract work
    Work at office
    Local area

    City First Bank

    Washington DC
    20 hours ago
  • Zaelab is seeking a Senior Client Partner to manage relationships with enterprise accounts. This role emphasizes strategic direction, account growth, and delivery alignment within a high-growth consulting environment. The ideal candidate will possess 4-7 years of experience... 
    Senior
    Remote job

    Zaelab

    Washington DC
    3 days ago
  • We are seeking a highly accomplished Senior Engagement Manager to lead strategic Data, Analytics, and AI engagements for one of key clients. This role requires a seasoned consulting professional with deep expertise in payments analytics, fraud risk management, and advanced... 
    Senior

    Artemis Consultants

    Washington DC
    3 days ago
  • $130k - $170k

     ...ClickTime is a recognized leader in time management software, serving thousands of...  ...planning to financial operations. As a Senior Customer Success Manager, you'll help stakeholders...  ...time where it counts most: customer relationships, account strategy, and revenue-critical... 
    Senior
    Remote work
    Worldwide

    GrabJobs

    Washington DC
    20 hours ago
  • The Governors Highway Safety Association is looking for a Senior Manager, Member Engagement to drive member engagement and retention within...  ...fully benefit from their membership through proactive relationship management and exceptional customer service. Offering a flexible... 
    Senior
    Flexible hours

    Governors Highway Safety Association

    Washington DC
    2 days ago
  •  ...substantial media relations expertise. This full-time position involves leading media relations activities, crafting press materials, and managing communications strategies for various clients. Benefits include comprehensive medical insurance, generous PTO, and a flexible work... 
    Senior
    Full time
    Flexible hours

    TryApplyNow

    Washington DC
    3 days ago
  • $120k - $150k

     ...Senior Technical Customer Success Manager We’re hiring a Senior Technical Customer Success Manager to join a fast‑growing SaaS company recognized...  ...momentum. If you thrive at the intersection of technology, relationships, and outcomes, this role will make your impact... 
    Senior
    Full time
    Remote work

    Search BizAthletes

    Washington DC
    20 hours ago
  • NVIDIA is seeking a Senior Customer Success Manager to focus on the U.S. federal government market. This role requires a deep understanding of federal...  ...security clearance. You will serve as the primary relationship owner for federal customers, guiding them through deployment... 
    Senior

    NVIDIA

    Washington DC
    3 days ago
  • $150k - $225k

     ...Partner for Advertising Sales. This role involves building and managing a robust book of business across various sectors, selling integrated advertising solutions, and cultivating senior-level client relationships. The ideal candidate should possess over 7 years of... 
    Senior

    State Affairs

    Washington DC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to TransFund Senior Relationship Manager. Be the first to apply!