Account Manager II

Overview

This role is a Senior Account Manager (Relationship Service Advisor) within the organization’s Treasury Management function. The position is remote, with potential select in-office participation based on business needs. Responsibilities include maintaining a portfolio of client relationships, supporting clients, and acting as a liaison between clients and operational servicing units. The role may also involve contributing to discussions on the scope of services for existing and potential clients.

Responsibilities

• Serve as the client point of contact for treasury management servicing and implementation needs, building and maintaining long-term relationships.
• Monitor client documentation for compliance and resolve challenges and issues.
• Support the organization’s most complex, high-visibility clients; manage higher volume relationships requiring advanced product knowledge, sound judgment, and the ability to handle complex servicing needs.
• Act as an escalation point and training resource for less experienced team members.
• Proactively manage treasury management servicing opportunities for existing clients, including high-severity requests and issues.
• Take end-to-end ownership of servicing escalations, using industry and organizational knowledge to drive issues to resolution and maintain a positive client relationship.
• Manage client implementations independently or coordinate with appropriate internal partners, maintaining oversight to ensure a smooth client experience.
• Partner with internal teams to resolve issues that arise during the implementation process.

Qualifications

• Minimum 3 years of experience in a Treasury Management servicing role.

Preferred Qualifications

• Account management, client counseling, relationship building, influencing, negotiation, and negotiation-related skills
• Sales operations

Competencies

• Account management
• Customer relationship management applications
• Customer support policies, standards, and procedures
• Decision-making and critical thinking
• Effective communications
• Flexibility and adaptability
• Managing multiple priorities
• Negotiation and problem management

Education

• Bachelor’s degree

Certifications and Licenses

• No required certifications
• No required licenses

Pay Transparency

Base Salary: $63,750.00 – $127,500.00

Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive eligible, with payments based on company, business, and/or individual performance.

Compensation & Benefits

Full-time employees (based on eligibility) may have access to:

• Medical/prescription drug coverage with a Health Savings Account feature; dental and vision options
• Employee and spouse/child life insurance
• Short- and long-term disability protection
• 401(k) with company match, pension, and stock purchase plans
• Dependent care reimbursement account
• Back-up child/elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance (including select programs fully paid)
• Wellness program with financial incentives

Paid time off (based on eligibility) generally includes:

• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 9 occasional absence days each year (unless otherwise required by law)
• 15 to 25 vacation days each year (depending on career level) and years of service

Work Schedule

• 8:00 AM – 5:00 PM EST / 11:00 AM – 8:00 PM PST

Location

Remote work is available in select geographic locations, subject to approval. If approved, work must be performed from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.

Additional Information

• This position is not eligible for sponsorship for employment visas.
• This position does not participate in STEM OPT.
• This opening is generally expected to be posted for two business days from 10/30/2026, though it may be longer with business discretion.

Equal Employment Opportunity and Compliance Statements

• Equal employment opportunity is provided regardless of protected characteristics.
• This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Disability Accommodations

Reasonable accommodations are provided for applicants and qualified individuals with a disability who need an accommodation to perform essential functions. If an accommodation is required to participate in the application process, follow the organization’s accommodation request process during application.