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Seattle Bank · 2 months ago

Fintech Relationship Manager

Seattle,WA,US

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. The Fintech Relationship Manager will help develop and manage a portfolio of partnerships, focusing on embedded lending and deposit solutions, and will work closely with various internal teams to ensure successful partnership management.

BitcoinCommunitiesFinancial Services

Responsibilities

Evaluate and build new relationships

Perform initial discovery, develop pre-flights and lead up-front diligence on prospective partnerships

Prepare and deliver client-facing proposals

Represent the Bank at events or as a panelist or presenter

Assist in evaluation of prospective partnerships

Prepare internal program recommendations, including new, renewals and program modifications

Develops and implement a relationship plan for each partner, consistent with our approval and business objectives, and proactively working to grow and strengthen our business relationships

Monitor and evaluate the partner’s progress and strategy evolution, evaluating, documenting and implementing partnership changes, and ongoing relationship management with the partner

Conduct regular meetings with partners to discuss results of activity, trends, volumes, new technology/enhancements, pricing changes, and monitoring results

Ensure that all deliverables are met to and from our partners

Leads regular internal partner meetings, developing the agenda, providing updated dashboards and progress reports, and maintaining notes and follow-up priorities and tasks for managing the partnership

Performs periodic reviews of all partners and program targets and obtains required approvals

Prepares recommendations of program changes, engaging applicable stakeholders

Prepares Board reports that include profitability data and KPI/KRI data

Escalates performance shortfalls or red flags

Other tasks as assigned by Head of Partnerships

Qualification

Financial services experienceFintech ecosystem knowledgeRelationship managementBanking products knowledgeProject managementPowerPoint proficiencyExcel proficiencyCooperative attitudeCommunication

Required

Due to the collaborative nature of this position, it requires daily in-person work. After a 90-day training period, this position allows for one day of work from home each week. No exceptions will be granted

Bachelor's degree or equivalent experience. Higher education is preferred

5+ years' experience in financial services

3+ years' experience in financial service partner, account, program or relationship management

Knowledgeable of fintech ecosystem

Knowledge of banking—or like industry, such as wealth/investment management, insurance, etc.—products and regulations

Excellent written and verbal communication skills

Proficient with PowerPoint and Excel, and able to quickly learn other relevant business systems

Demonstrated ability to work as an individual while coordinating with departmental teams

Ability to manage multiple tasks/projects and deadlines simultaneously

Cooperative and professional attitude

Ability to effectively present information and respond to questions from customers/partners, management, internal stakeholders or vendors