Program Relationship Coordinator

Zenus Bank

8d•Onsite

About The Position

Zenus is seeking a bilingual, service-oriented professional based in Puerto Rico to support relationships with fintech Program Managers using Zenus' banking and payments infrastructure. The role focuses on personalized service, responsiveness, discretion, and reliable follow-through. It is suitable for junior candidates interested in applying a private banking approach to business relationships. Previous experience managing a client portfolio is preferred but not required, and candidates do not need to bring an existing portfolio or book of business. The coordinator serves as the main relationship contact for assigned Program Managers and works with internal teams to support onboarding, implementation, day-to-day inquiries, compliance requests, issue resolution, and ongoing relationship reviews. The role also involves maintaining accurate CRM records, coordinating service opportunities with internal teams, and sharing partner feedback to improve service delivery.

Requirements

Fluency in English and Spanish, with strong written and verbal communication skills in both languages.
Based in Puerto Rico and available to work in person.
Strong customer service skills, professionalism, and attention to detail.
Ability to organize tasks, manage multiple priorities, and follow through consistently.
Sound judgment and discretion when handling confidential information.
Comfort working with digital platforms and learning banking products and processes.
Interest in developing a career in relationship management, banking, or fintech.

Nice To Haves

Internship or early-career experience in banking, financial services, relationship support, or customer service.
Exposure to private banking or high-net-worth client services.
Experience supporting or managing a client portfolio; preferred but not required.
Familiarity with banking operations, domestic and international payments, or foreign exchange.
Basic understanding of KYC, AML, and customer due diligence.
Experience using CRM systems or supporting international clients.

Responsibilities

Serve as the primary relationship contact for assigned Program Managers and learn their business models, program structures, and banking needs.
Coordinate onboarding and implementation with Compliance, Operations, Payments, Product, and Technology teams.
Support day-to-day inquiries involving account services, payments, foreign exchange, and platform capabilities.
Track service requests, coordinate issue resolution, and keep Program Managers informed.
Help Program Managers understand documentation requirements, operational procedures, and available services.
Coordinate compliance information requests and periodic reviews, ensuring timely follow-up.
Prepare for and participate in regular relationship reviews, documenting service needs and action items.
Maintain accurate relationship records and follow-up activities in the CRM.
Recognize opportunities for approved services to meet a Program Manager’s needs and coordinate with the appropriate internal teams.
Share partner feedback internally to improve service delivery.