Account Manager

Account Manager

Remote - Remote, NE 68118; Corporate Headquarters - Omaha, NE 68118

Overview

Position Type Full Time Category Banking

Description

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culturewhat we call our Recipe for Awesomemakes Core Bank more than a place to work or bank; it's a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore

Position Summary

Core Bank's Partner Banking division CoreX delivers sponsor and embedded banking solutions to fintechs and software companies, and we do it with the responsiveness, precision, and high-touch service that sets us apart. As Account Manager, you are the engine behind that promise.

This role owns the Partner relationship from post-sale through the full program lifecycle: due diligence, onboarding, and ongoing success. You'll be the face of CoreX to our Partnersthe person they turn to when they need answers, when something needs to get done, and when they want a strategic thought partner who genuinely understands their business. You'll work at the intersection of relationship management, payments operations, compliance coordination, and cross-functional execution, all with a focus on delivering an exceptional Partner experience while moving at the speed of fintech.

This role is a strong fit for someone who is customer-obsessed, highly organized, tech-forward, and energized by variety. No two days look alike, and that's the point.

Summary of essential job functions:

Partner Relationship Management

• Own a portfolio of Partner relationships end-to-end, serving as the primary point of contact and trusted advisor throughout the full program lifecycle from post-sale through due diligence, onboarding, and ongoing monitoring.
• Lead Partner due diligence, including document collection, review coordination, and issue resolution, ensuring a smooth and timely process.
• Facilitate ongoing relationship management and strategy calls, proactively identifying opportunities to strengthen the partnership and anticipate Partner needs before they become issues.
• Own Partner communication channelsincluding Slackensuring timely, professional, and substantive responses that reflect Core Bank's commitment to a high-touch partnership experience.
• Participate in Partner kick-off and onboarding calls, setting the tone for a strong, collaborative working relationship from day one.

Payments & Program Operations

• Own payment-related workflows, including limit requests, transaction reviews, and monitoring trends, ensuring accuracy and alignment with program requirements.
• Support program configuration in workflow systems (e.g., CRM), including pricing, rates, and limits.
• Collaborate with the Program Director and Fintech Operations to ensure alignment on partner performance, escalating needs appropriately and driving coordinated outcomes across program execution and payment-related workstreams.
• Drive resolution of outstanding compliance, monitoring, and operational items to meet service level agreements (SLAs) and program requirements.

Cross-Functional Coordination

• Lead cross-functional alignment with Risk, Compliance, Operations, and Technology to support partner needs, resolve issues, and move initiatives forward.
• Act as a liaison between Financial Crimes/Compliance and Partners to resolve issues including KYB/KYC documentation requirements, transaction monitoring requests, outstanding documentation needs, and marketing reviews.
• Assist in the preparation of Partner memos and other program documentation.
• Communicate and collaborate with the Division's technology partner to enhance the relationship and surface product improvement opportunities.

Continuous Improvement

• Proactively identify workflow inefficiencies and recommend solutions that improve scalability and Partner experience.
• Continuously seek ways to exceed Partner expectationsasking "what can we do better?" and taking ownership of the answer.

Regular attendance is required.

Other activities, duties or responsibilities that are required of the employee may be assigned.

Qualifications

Education and Experience

• High school diploma or equivalent
• 23 years of experience in fintech or banking, with knowledge of payments, operations, and/or treasury services.
• Background in customer-facing roles strongly preferred; business banking relationship experience is a plus.
• Working knowledge of Program Management, Partner Banking, Embedded Banking, Sponsor Banking, and Banking as a Service (BaaS)or a demonstrated ability to get up to speed quickly in a fast-moving environment.

Required Skills/Abilities/Knowledge

• Alignment with Core Bank's Purpose, Vision, and Values.
• Customer-centric mindset with a genuine passion for delivering exceptional service and finding a way to get to "yes."
• Strong multitasker with the ability to manage competing priorities across a dynamic portfolio without losing attention to detail.
• Collaborative communicatorcomfortable working across teams and with external partners, building trust without formal authority.
• Tech-forward and agile; comfortable with CRM platforms, digital communication tools, and an evolving technology stack.
• Responsive and nimbleable to pivot quickly when Partner or business needs shift, and always with a sense of urgency.
• Solutions-oriented; sees obstacles as opportunities and takes initiative to resolve issues before they escalate.

Core Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.