Seattle Bank-posted 4 months ago
Full-time • Mid Level
Seattle, WA

Seattle Bank’s Partner Banking business helps fintechs, marketplaces and brands deliver financial services to their customers. A strategic element of our business, we are uniquely positioned to develop mutually beneficial partnerships due to our investment in configurable, scalable technology, strong regulatory posture, and disciplined risk management. The Fintech Relationship Manager will help develop and manage a portfolio of partnerships. Partnerships include embedded lending and deposit solutions, to include point-of-sale finance and other niches in which we generate profitable assets. This role operates at the true intersection of banking and technology and is a unique opportunity for an entrepreneurial commercial lender or other credit professional that wants to be part of the evolution of our industry. Reports to the Head of Partnerships. Works closely with our credit, product, fintech risk and processing teams, and may direct the work of analysts on research, monitoring, and tracking. Liaises directly with other key internal stakeholders, including credit administration, compliance, BSA, IT and across the Bank with others as needed. This position is located in our downtown Seattle office and requires full-time, in-person work.

  • 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
  • Monitor and evaluate the partner’s progress and strategy evolution
  • 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
  • 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
  • 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.
  • Experience in project implementation or management preferred.
  • Medical/Vision, and Dental insurance
  • Life Insurance, Long Term Disability, Voluntary Life
  • 401K with Bank contribution, Stock Award, and Incentive Opportunity
  • Paid Time Off: Vacation – 3 Weeks, Sick Time – 1 hour per 40 hours worked, Holidays – 10 days
  • Transportation and fitness benefits
  • Company social events
  • Paid volunteer hours
  • Quarterly incentive awards
  • Professional development opportunities
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