Director of Banking, Treasury, and Platform Relationships Department: Passport Location: Remote or Alpharetta, GA Grade: 16 About Priority: Priority Technology Holdings, Inc. is a leading financial ...
Quick apply
Director of Banking, Treasury, and Platform Relationships Department: Passport Location: Remote or Alpharetta, GA Grade: 16 About Priority: Priority Technology Holdings, Inc. is a leading financial ...
Quick apply
Director of Banking, Treasury, and Platform Relationships Department: Passport Location: Remote or Alpharetta, GA Grade: 16 About Priority: Priority Technology Holdings, Inc. is a leading financial ...
Atlanta, GA · Hybrid
$66.40K - $90.90K/yr
Employee stock purchase plan You Role The Fund Treasury Principal is a senior individual ... Self-directed, accountable, and comfortable managing multiple priorities * Demonstrate a curious ...
Atlanta, GA · Hybrid
$66.40K - $90.90K/yr
Employee stock purchase plan You Role The Fund Treasury Principal is a senior individual ... Self-directed, accountable, and comfortable managing multiple priorities * Demonstrate a curious ...
Alpharetta, GA · Hybrid
$125K - $140K/yr
Direct treasury operations to ensure strong cash flow and financial health. * Drive budget creation and financial forecasting activities. * Perform account reconciliations, commission calculations ...
Quick apply
Alpharetta, GA · Hybrid
$125K - $140K/yr
Direct treasury operations to ensure strong cash flow and financial health. * Drive budget creation and financial forecasting activities. * Perform account reconciliations, commission calculations ...
Alpharetta, GA · On-site
$170K - $180K/yr
Treasury Management. * Manage day-to-day activities in treasury functions to meet the financial obligations of the company. * Perform treasury activities related to cash flow, borrowings, debt ...
Quick apply
Alpharetta, GA · On-site
$170K - $180K/yr
Treasury Management. * Manage day-to-day activities in treasury functions to meet the financial obligations of the company. * Perform treasury activities related to cash flow, borrowings, debt ...
Job Summary Pinnacle Corporate Treasury is seeking a Head of Model Development to lead its modeling ... Manages the annual performance management and merit processes for direct and indirect reports.
Job Summary Pinnacle Corporate Treasury is seeking a Head of Model Development to lead its modeling ... Manages the annual performance management and merit processes for direct and indirect reports.
Assists Treasury Management Sales Consultants (TMC) in revenue-generating activities and provides primary client support through direct personal contact with customers. Responsibilities include:
Assists Treasury Management Sales Consultants (TMC) in revenue-generating activities and provides primary client support through direct personal contact with customers. Responsibilities include:
As a Regional Treasury Management Officer I within PNC's Treasury Management Sales organization ... direct industry experience. Certifications are often desired. In lieu of a degree, a comparable ...
As a Regional Treasury Management Officer I within PNC's Treasury Management Sales organization ... direct industry experience. Certifications are often desired. In lieu of a degree, a comparable ...
Atlanta, GA · On-site
$151.66K/yr
Department of the Treasury has a distinguished history dating back to the founding of our nation ... To qualify for the position of Director HR Operations and Shared Services, you must meet the ...
Atlanta, GA · On-site
$151.66K/yr
Department of the Treasury has a distinguished history dating back to the founding of our nation ... To qualify for the position of Director HR Operations and Shared Services, you must meet the ...
The Director, International Tax leads U.S. international tax compliance, planning, and strategy to ... Collaborate with Finance, Treasury, Legal, and external advisors on cross-border tax planning and ...
The Director, International Tax leads U.S. international tax compliance, planning, and strategy to ... Collaborate with Finance, Treasury, Legal, and external advisors on cross-border tax planning and ...
Atlanta, GA · On-site
Director of Finance Electric Hospitality | Atlanta, GA ABOUT ELECTRIC HOSPITALITY Electric ... Oversee bank and treasury relationships, covenant reporting, and debt compliance obligations
Quick apply
Atlanta, GA · On-site
Director of Finance Electric Hospitality | Atlanta, GA ABOUT ELECTRIC HOSPITALITY Electric ... Oversee bank and treasury relationships, covenant reporting, and debt compliance obligations
As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ... Direct asset-based fee and waiver calculations using different tools / applications; reconcile ...
As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ... Direct asset-based fee and waiver calculations using different tools / applications; reconcile ...
Atlanta, GA · On-site
For more information, visit www.shift4.com. The Director, International Tax leads U.S ... Collaborate with Finance, Treasury, Legal, and external advisors on cross-border tax planning and ...
Atlanta, GA · On-site
For more information, visit www.shift4.com. The Director, International Tax leads U.S ... Collaborate with Finance, Treasury, Legal, and external advisors on cross-border tax planning and ...
Atlanta, GA · Remote
Strategic Cash & Treasury Partnership: Act as a key partner to the Treasury team by providing high-precision forecasting of global payroll cash outflows. You will ensure accurate cash positioning ...
Atlanta, GA · Remote
Strategic Cash & Treasury Partnership: Act as a key partner to the Treasury team by providing high-precision forecasting of global payroll cash outflows. You will ensure accurate cash positioning ...
Atlanta, GA · On-site
As a Finance Director, you will oversee the financial operations of the municipality, ensuring ... Supervise accounting, payroll, purchasing, and treasury functions. Ensure compliance with local ...
Atlanta, GA · On-site
As a Finance Director, you will oversee the financial operations of the municipality, ensuring ... Supervise accounting, payroll, purchasing, and treasury functions. Ensure compliance with local ...
Atlanta, GA · Hybrid
$160K - $185K/yr
S. money market fund assets through direct engagement with corporate treasurers, finance leaders, institutional investors, and public sector clients. * Increase market share and brand visibility ...
Atlanta, GA · Hybrid
$160K - $185K/yr
S. money market fund assets through direct engagement with corporate treasurers, finance leaders, institutional investors, and public sector clients. * Increase market share and brand visibility ...
Atlanta, GA · On-site
... capital markets, treasury management, and other corporate services. Has oversight for all ... Manages the annual performance management and merit processes for direct and indirect reports.
Atlanta, GA · On-site
... capital markets, treasury management, and other corporate services. Has oversight for all ... Manages the annual performance management and merit processes for direct and indirect reports.
Atlanta, GA · Hybrid
$128.18K - $170.90K/yr
... clients' treasury and payment needs. * Business Development and Relationship Management - Determine profitability of existing and prospective banking relationships and direct sales efforts ...
Atlanta, GA · Hybrid
$128.18K - $170.90K/yr
... clients' treasury and payment needs. * Business Development and Relationship Management - Determine profitability of existing and prospective banking relationships and direct sales efforts ...
As the Director of Financial Reporting, you will build, lead, and evolve the IFRS/US GAAP and ... Partner closely with technical accounting, corporate accounting, FP&A, Treasury, Tax, Internal ...
As the Director of Financial Reporting, you will build, lead, and evolve the IFRS/US GAAP and ... Partner closely with technical accounting, corporate accounting, FP&A, Treasury, Tax, Internal ...
Atlanta, GA · Hybrid
$128.18K - $170.90K/yr
... clients' treasury and payment needs. * Business Development and Relationship Management - Determine profitability of existing and prospective banking relationships and direct sales efforts ...
Atlanta, GA · Hybrid
$128.18K - $170.90K/yr
... clients' treasury and payment needs. * Business Development and Relationship Management - Determine profitability of existing and prospective banking relationships and direct sales efforts ...
The Finance Director will lead all day-to-day finance operations of a budget of over $38 million ... Effectively liaise with volunteer Treasurers who manage and report on the financial activities of ...
The Finance Director will lead all day-to-day finance operations of a budget of over $38 million ... Effectively liaise with volunteer Treasurers who manage and report on the financial activities of ...
$86.9K - $99.4K
2% of jobs
$99.4K - $111.9K
0% of jobs
$111.9K - $124.4K
7% of jobs
$135.3K is the 25th percentile. Wages below this are outliers.
$124.4K - $137K
18% of jobs
The median wage is $145.9K / yr.
$137K - $149.5K
32% of jobs
$149.5K - $162K
16% of jobs
$162.4K is the 75th percentile. Wages above this are outliers.
$162K - $174.5K
7% of jobs
$174.5K - $187K
5% of jobs
$187K - $199.5K
2% of jobs
$199.5K - $212K
9% of jobs
$212K - $224.6K
1% of jobs
$86.9K
$156.2K
$224.6K
Alpharetta, GA • On-site
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 20 days ago
Job title: Senior Relationship Manager, Banking & Treasury Services
Reports to: Director of Banking, Treasury, and Platform Relationships
Department: Passport
Location: Remote or Alpharetta, GA
Grade: 16
About Priority:
Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter.
We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities.
At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive.
About the Role:
As a Senior Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term success of high-value clients and the company. By ensuring clients achieve their desired outcomes, the role will help drive customer satisfaction, loyalty, and retention, which in turn can lead to increased revenue and business growth. You will act as trusted advisors to clients, helping them to realize the full potential of the company’s offerings and contributing to the overall success and reputation of the company. You will be supporting our strategic clients, providing them with white glove service.
Responsibilities:
Technical Integration & Development SupportSandbox Provisioning: Translate client needs into technical requirements to rapidly provision sandbox environments and enable necessary API features.
Kickoff & Workflow Design: Lead technical discovery sessions to map transaction lifecycles, ensuring developers' architectures align with platform capabilities.
Documentation Mastery: Provide, explain, and update API documentation; act as the subject matter expert (SME) for all technical queries during the build phase.
Troubleshooting: Independently diagnose integration errors, API response failures, and configuration issues before escalating to the core API team.
Intake Management: Rigorously review developer documentation and test logs for accuracy and completeness.
Certification Liaison: Advocate for developers with the internal API team, managing feedback loops and ensuring all revisions meet standards.
Go-Live Readiness: Deliver clear, actionable go-live instructions and perform final configuration checks for seamless sandbox-to-production transitions.
End-to-End Resolution: Own inbound API/ISV support tickets from receipt to resolution; deeply investigate merchant issues and account locks to avoid "pass-through" support.
Hardware Logistics: Coordinate ordering and shipping of payment terminals for testing and live environments.
Cross-Functional Coordination: Act as the central hub for Payment Operations, API Developers, and ACH teams to prevent project stalls from communication gaps.
Performance will be measured by:
Time-to-Market: Speed from sandbox request to production approval.
Integration Quality: Low volume of support tickets from merchants in their first 30 days post-go-live.
Accuracy: Zero errors in initial setup of Unified Commerce account hierarchies.
Responsiveness: Meeting or exceeding SLA times for support tickets and white-glove project inquiries.
What Success Looks Like:
Success in the Senior Relationship Manager, Banking & Treasury Services role looks like being a trusted advisor to high-value clients while driving measurable business impact. Specifically, success includes:
1. Strong Client Relationships
Clients trust you as their main point of contact.
They feel supported and confident using the banking/treasury product.
2. Happy & Retained Clients
Clients’ issues are resolved quickly.
They stay with the company and continue using the product.
3. Product Adoption & Growth
Clients understand and use more features of the product.
You identify opportunities for upselling or cross-selling.
4. Being the Voice of the Customer
You share client feedback with internal teams.
Your insights help improve the product and customer experience.
5. Proactive client management
Regular check-ins.
Quarterly reviews uncover client needs before problems arise.
6. Effective problem resolution
You coordinate with internal teams to resolve issues quickly and escalate when needed.
7. Valuable customer insights
Client feedback is consistently shared with product and other teams to improve the platform.
8. Operational excellence
Processes, documentation (SOPs), and internal collaboration run smoothly.
In short: Success means keeping clients happy, growing their usage of the product, solving their problems efficiently, and acting as the voice of the customer internally.
Candidate Requirements:
Minimum Requirements:
Associate’s degree in Finance, Business, or equivalent work experience.
6+ 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.
Advanced communication skills and the ability to have crucial conversations with our clients.
Full understanding of our products and internal processes.
Experience navigating complex problems.
Ability to communicate cross-functionally across the organization.
Work Environment & Culture:
We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie.
Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results.
Compensation and Benefits:
Compensation range: $75k - $93k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work.
Financial Wellness
Bonus programs
401(k) match
Employee Stock Purchase Program (ESPP)
HSA and FSA options
Financial wellness resources and employee discount programs
Health & Well-being
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)
Time Off
3 weeks PTO to start, with unlimited PTO after year one
Growth & Development
Education expense reimbursement
Leadership development programs
Certified Payments Professional (CPP) certification support
We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind.
Traditional Physical Requirements:
Requires prolonged sitting, standing, bending, stooping and stretching.
Requires the ability to lift 10 pounds.
Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).
Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.
Sourced by ZipRecruiter
501 - 1,000 Employees
Alpharetta, GA, US
2005