Senior Account Manager - Treasury Management

Overview

Senior Account Manager (Relationship Service Advisor) role supporting Treasury Management servicing. This position is based remotely.

Responsibilities include maintaining a portfolio of client relationships, serving as a liaison between clients and operational servicing units, and supporting discussions around the scope of service for existing and potential clients.

Responsibilities

• Serve as the client point of contact for treasury management servicing and implementation needs, building and maintaining long-lasting relationships.
• Monitor client documentation for compliance and resolve challenges and issues.
• Support complex, high-visibility clients by managing higher-volume relationships requiring advanced product knowledge, sound judgment, and experience handling complex servicing needs.
• Act as an escalation point and serve as a training resource for less experienced team members.
• Proactively manage treasury management servicing opportunities with existing clients, including high-severity requests and issues.
• Take end-to-end ownership of servicing escalations using industry and internal knowledge to drive resolutions to a satisfying outcome.
• Manage client implementations independently or coordinate with internal partners, maintaining oversight throughout to ensure a smooth client experience.
• Partner with internal teams to resolve issues that arise during the implementation process.
• May participate in discussions developing the scope of service provided to existing and potential clients.

Qualifications

• Minimum 3-5 years of experience in a Treasury Management servicing role.
• Knowledge, skills, and abilities appropriate for the role.
• Roles at this level typically require a university/college degree, with 5+ years of industry-relevant experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Preferred Skills

• Account Management
• Client Counseling
• Influencing Skills
• Negotiation
• Relationship Building
• Sales Operations
• Competitive Advantages
• Go-to-Market Strategies

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
• Negotiating
• Problem Management Process

Education & Certifications

• Education: Bachelor’s
• Certifications: No Required Certification(s)
• Licenses: No Required License(s)

Work Schedule

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

Remote Work & In-Office Expectations

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

Visa/Work Authorization

• The employer will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Compensation & Benefits

• Base Salary: $70,000.00 – $156,000.00
• This role is incentive eligible, with payment based upon company, business and/or individual performance.
• Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Benefits for full-time employees (eligibility varies):

• Medical/prescription drug coverage (with an HSA feature), dental, and vision options
• Employee and spouse/child life insurance
• Short and long-term disability protection
• 401(k) with employer 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)
• Robust wellness program with financial incentives

Paid time off (eligibility varies):

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

Application Window

Generally expected to be posted for two business days from 10/08/2026, though it may be longer with business discretion.

Equal Employment Opportunity & Other Compliance Notes

• Equal employment opportunity is provided to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
• 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 hiring of individuals with certain criminal history.

Disability Accommodations

• Reasonable accommodations are provided for applicants who need accommodation to participate in the application process or to perform essential job functions.

Location

Remote (select geographic locations, subject to approval).