Program Relationship Manager

Zenus Bank•San Juan, PR

About The Position

Zenus is seeking a relationship management professional to manage and support a portfolio of fintech Program Managers using its banking and payments infrastructure. The ideal candidate has experience serving high-net-worth individuals or managing private banking relationships and brings responsiveness, discretion, and attention to detail to business relationships. The role serves as the primary relationship contact for assigned Program Managers and coordinates onboarding, implementation, ongoing support, issue resolution, compliance requests, relationship reviews, and opportunities to expand approved services. The Program Relationship Manager works across Compliance, Operations, Payments, Product, and Technology teams, maintains accurate CRM records, and shares partner feedback internally to improve service delivery and the program experience.

Requirements

Three to five years of experience in relationship management, private banking, high-net-worth client services, commercial banking, or related financial services.
Experience delivering personalized, responsive service and managing complex client needs.
Strong communication, organization, problem-solving, and stakeholder management skills.
Familiarity with banking operations, domestic and international payments, and foreign exchange.
Working knowledge of KYC, AML, and client due diligence processes.
Ability to coordinate across teams and manage multiple priorities with consistent follow-through.
Comfort using digital banking platforms and CRM systems.

Nice To Haves

Experience working with fintechs, Program Managers, embedded banking, or banking-as-a-service programs.
Experience supporting international clients or cross-border financial services.
Fluency in English and Spanish.

Responsibilities

Serve as the primary relationship contact for assigned Program Managers and understand their business models, program structures, and banking needs.
Coordinate onboarding and implementation with Compliance, Operations, Payments, Product, and Technology teams.
Provide ongoing relationship support across account services, payments, foreign exchange, and platform capabilities.
Track service requests, resolve issues, and coordinate escalations while keeping Program Managers informed.
Conduct regular relationship reviews covering program performance, service needs, outstanding items, and growth opportunities.
Help Program Managers understand documentation requirements, operational procedures, and available services.
Coordinate compliance information requests and periodic reviews, ensuring timely follow-up.
Identify opportunities to expand existing relationships through approved products and services.
Maintain accurate relationship records, action plans, and follow-up activities in the CRM.
Communicate partner feedback internally to improve service delivery and the overall program experience.