Bank Relationship Manager II

Elevate • Addison, TX

1d

About The Position

The Bank Relationship Manager II owns the relationship with the bank partner and supports its success through strategic oversight and day-to-day management. The role develops strong working relationships with key bank contacts and internal Elevate teams, presents product strategies, facilitates bank approvals, develops and audits product initiative documents, and manages stakeholder accountability. It works across functional areas including IT, risk, marketing, operations, finance, legal, and compliance. The position requires approximately 5% travel.

Requirements

• Bachelor’s degree.
• Experience with third-party relationship management.
• Experience with project management.
• Experience with account management.
• Experience with financial product implementation and management.
• Experience with bank regulatory and compliance management.
• Strong communication, account management, and project management skills; highly organized and self-starting.

Nice To Haves

• MBA.
• Start-up experience.

Responsibilities

• Manage and strengthen the relationship with the bank partner, serving as the point person for key bank contacts.
• Manage execution of bank strategy related to product development and growth.
• Project-manage multiple initiatives and hold oneself and stakeholders accountable for deliverables.
• Coordinate partnership requirements for new and existing program features with internal teams, including product management, risk, marketing, finance, legal, compliance, and technology.
• Secure required business approvals for product initiatives.
• Support compliance requests for documentation.
• Communicate technical and operational opportunities to the bank partner.
• Coordinate communication among the bank partner, third-party providers, and internal functional teams to support the product.
• Audit documentation from internal stakeholders to ensure it is ready for delivery to the bank.
• Ensure bank-requested materials are delivered by stakeholders in a timely manner.
• Help internal stakeholders understand the bank partner’s needs to reduce churn and accelerate approvals.
• Support the ongoing budgeted growth of the bank product.
• Travel approximately 5% of the time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level