Director of Banking, Treasury, & Platform Rel

Priority Technology Holdings, LLC

2d • Remote

About The Position

The Director of Banking, Treasury, & Platform Relationships is responsible for developing and maintaining strategic relationships with key clients, partners, and stakeholders to drive business growth, client satisfaction, and long-term value. This role leads a team of relationship managers, ensures high service standards, and works cross-functionally to align client needs with organizational capabilities.

Requirements

• Bachelor’s degree in Finance, Business, or equivalent work experience.
• 10+ years of experience in client success, account management, or a relationship management role, preferably in a FinTech or Banking environment.
• Banking Operations / Treasury Experience required.
• Excellent verbal, written communication and interpersonal skills needed to develop collaborative working relationships with cross functional teams.
• Ability to understand end-to-end processes.
• Patient, diplomatic, and collaborative.
• Demonstrated history of strategic relationship building.
• Prior leadership experience and team development.
• Negotiation and stakeholder management.
• Problem solving and conflict resolution.
• Comfortable communication with all levels of leadership.
• CRM experience with data-driven decision making.

Responsibilities

• Develop and execute relationship management strategies for key accounts.
• Build and maintain strong relationships with senior client stakeholders.
• Act as the primary escalation point for high-value clients.
• Identify opportunities to deepen partnerships and expand services.
• Drive account growth through upselling, cross-selling, and contract renewals.
• Identify new business opportunities within existing client portfolios.
• Collaborate with sales and marketing teams to support business development.
• Lead, mentor, and manage a team of Relationship Managers & Team Leads.
• Establish performance goals, KPIs, and development plans for the team.
• Foster a client-centric culture across the organization.
• Monitor client satisfaction and retention metrics.
• Implement initiatives to improve customer experience.
• Resolve complex client issues and ensure timely service delivery.
• Work closely with sales, product, operations, and customer support teams.
• Communicate client feedback to internal teams to improve products/services.
• Ensure alignment between client expectations and internal capabilities.
• Track account performance and revenue targets.
• Prepare executive reports on client portfolio health.
• Use CRM and analytics tools to monitor engagement and growth opportunities.

Benefits

• Bonus programs
• 401(k) match
• Employee Stock Purchase Program (ESPP)
• HSA and FSA options
• Financial wellness resources and employee discount programs
• Medical, dental, and vision coverage
• Mental health support for employees and dependents through Lyra Health
• Family planning and women’s health benefits through Carrot
• Gym membership reimbursement and virtual wellness programs (including yoga)
• 3 weeks PTO to start, with unlimited PTO after year one
• Education expense reimbursement
• Leadership development programs
• Certified Payments Professional (CPP) certification support

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees