Elite Card Relationship Manager
About The Position
We’re looking for a detail-driven professional with a strong commitment to delivering an exceptional client experience to join our Treasury Management team as an Elite Card Relationship Manager. This is a high-touch, high-visibility role supporting our most valued credit card clients, where service, precision, and follow-through directly shape the client experience. You’ll sit at the intersection of sales, operations, and client servicing, ensuring that our Elite Credit Card program runs seamlessly while delivering a concierge-level experience to high-net-worth clients. If you thrive in fast-paced environments, enjoy owning both the client relationship and the operational details behind it, and take pride in making complex processes feel effortless for others, this is a role where you’ll have real impact. As the Elite Card Relationship Manager, you’ll serve as a trusted partner to our Treasury Management sales team and leadership, supporting the full lifecycle of our Elite Credit Card program. You’ll help onboard new clients, structure their card programs, and ensure they are set up for long-term success with both the product and our digital tools. You’ll also act as a primary point of contact for Elite clients, guiding them through implementation, answering questions, and ensuring they feel supported long after onboarding. Internally, you’ll manage critical reporting, oversee referral payout tracking, coordinate annual rebate processes, and partner closely with credit card operations to ensure accuracy and timeliness across all program activity. This role blends client-facing relationship management with behind-the-scenes operational ownership, requiring someone who can move fluidly between high-touch service and detailed execution.
Requirements
- Experience working with high-net-worth or highly relationship-driven client segments in a treasury environment
- Exceptional attention to detail and organizational skills, with the ability to manage multiple processes simultaneously
- Advanced proficiency in Microsoft Excel and reporting tools
- Strong communication skills with the ability to explain and train others on technology platforms
- Proven ability to work cross-functionally and manage internal and external stakeholders
Nice To Haves
- Prior experience in banking, treasury management, or credit card operations
- Familiarity with platforms such as Director, Navigator, RightSignature, or similar systems
- Experience supporting product onboarding, implementation, or client servicing in a financial environment
Responsibilities
- Serve as a trusted partner to our Treasury Management sales team and leadership, supporting the full lifecycle of our Elite Credit Card program
- Help onboard new clients
- Structure client card programs
- Ensure clients are set up for long-term success with both the product and our digital tools
- Act as a primary point of contact for Elite clients
- Guide clients through implementation
- Answer client questions
- Ensure clients feel supported long after onboarding
- Manage critical reporting
- Oversee referral payout tracking
- Coordinate annual rebate processes
- Partner closely with credit card operations to ensure accuracy and timeliness across all program activity
Benefits
- Medical, dental, vision, STD, LTD, Life insurance, etc.
- 17 days paid time off, 11 paid holidays and bereavement leave
- Educational assistance program
- Wellness benefits
- Life event coverage
- Paid parental bonding leave
- Service awards
- Financial benefits including 401(k) match, stock purchase plan and more
- National and local discounts on everything from computers and vacations to phones and retail shopping
- Logo wear discounts
- Free checking account, checks and discounted bank services
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
