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SoFi is a next-generation financial services company and national bank using mobile-first technology to serve millions of members. The Relationship Manager role is part of the Commercial Operations—Cash Management Implementation & Client Servicing team, serving as the primary white-glove contact for commercial clients on cash management and funds transfer services.
You will be the centralized point of contact for existing commercial clients, understanding their financial, operational, and treasury needs while delivering tailored banking and payment solutions. Key responsibilities include:
• Provide primary white-glove servicing for commercial clients on all cash management and account-related matters
• Coordinate and manage resolution of service requests, issues, and inquiries by partnering with internal teams (Operations, Payments, Risk, Product)
• Deliver ongoing support for cash management products including ACH, wires, online banking, and APIs
• Proactively monitor client service needs and ensure timely follow-up, communication, and issue resolution
• Guide clients through product enhancements, service modifications, and system updates
• Facilitate onboarding of additional services, managing documentation, setup coordination, and client training
• Maintain detailed records of client interactions, service changes, and support cases in CRM systems
• Perform annual reviews of client relationships and recommend additional products and services to support growing banking needs
• Ensure high-quality client experience and coordinate seamless onboarding, execution, and ongoing servicing across internal teams
Requirements:
• Bachelor's Degree in Business Administration (preferred)
• Minimum 5+ years of relevant relationship management experience
• Deep understanding of banking and electronic payments
• Strong written and verbal communication skills
• Strong relationship management and client servicing skills
• Strong organizational and problem-solving skills
