Director, Relationship Manager

4 days ago

San Diego, California, United States Fiserv Full time
Job Title: Director, Relationship Management

We are seeking a highly skilled Director, Relationship Management to lead our team of Relationship Managers in building and maintaining strong client relationships, driving revenue growth, and ensuring client satisfaction.

Key Responsibilities:
  • Lead a team of Relationship Managers in delivering revenue realization and growth through the orchestration of new solution sales and successful execution of the contract renewal process.
  • Identify and qualify new sales opportunities and work jointly with Sales to advance opportunities to a timely closure.
  • Develop and maintain a detailed account plan and update process that communicates and links the accounts strategies, business drivers, initiatives to Fiserv solutions and outcomes.
  • Expand and improve relationships with the client's executives, decision makers, influencers, and users.
  • Develop key executive level client relationships, maintaining high client retention, and selling Core Processing and surround products.
  • Monitor client satisfaction, facilitate improvement as needed, and regularly communicate with clients' key stakeholders in conjunction with the Relationship Manager.
  • Manage client escalations and issue resolutions to ensure client satisfaction.
  • Participate in meetings with prospects, clients, and potential partners to assist with sales and business development opportunities.
  • Leverage industry trends and Fiserv offerings to demonstrate Fiserv value proposition.
  • Assist Relationship Managers with formal proposals that drive revenue, client value, and 'wallet share' among Fiserv Strategic client base.
  • Demonstrate and coach by example around complex, large, bundled deal negotiations for a win/win for Fiserv and the client.
  • Understand and effectively manage associate satisfaction for team of Relationship Managers.
  • Partner closely with sales, marketing, and product teams to identify developing client needs.
  • Collaborate with all leaders within Service Management and Client Support, as well as cross-functional leadership, with a focus on maintaining superior customer service levels, innovation based on client needs, and strategic insight/partnership.
Requirements:
  • Bachelor's Degree, preferably in Business.
  • Eight plus years of experience in a client-facing relationship management or sales role.
  • Experience required in the financial services technology industry.
  • Ability to build, maintain, and leverage relationships effectively in a matrix environment.
  • Proven effectiveness at leading and facilitating executive meetings and workshops.
  • Strong knowledge of sales processes.
  • Excellent judgment and solid decision-making skills.
  • Ability to travel up to 60%.
Preferred Qualifications:
  • Five plus years of talent development (people management) and sales leadership experience.
  • Prior Fiserv knowledge with a focus on Account Processing.
  • An in-depth knowledge of banking business and operations.
  • Knowledge of data processing contracts and legal impact of contracts.
  • Experience working in a matrix environment.

Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries. As one of Fortune magazine's World's Most Admired CompaniesTM 9 of the last 10 years, one of Fast Company's Most Innovative Companies, and a top scorer on Bloomberg's Gender-Equality Index, we are committed to innovation and excellence. Fiserv is an Equal Opportunity Employer, and we welcome and encourage diversity in our workforce that reflects our world. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

  • Director of Relationship Management

    3 weeks ago

    San Francisco, California, United States BNY Mellon Full time

    Director, Relationship ManagementAt BNY Mellon, we empower our employees to grow and succeed in a dynamic and inclusive environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets. Our 50,000+ employees bring their unique perspectives to create solutions that benefit businesses, communities, and...

  • Dealer Relationship Manager

    4 weeks ago

    San Diego, California, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled Dealer Relationship Manager to join our team at Truist Financial Corporation. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with auto dealerships, identifying business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute...

  • Relationship Manager

    4 days ago

    San Diego, California, United States CalPrivate Bank Full time

    Job Title: Relationship Manager/Sr. Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at CalPrivate Bank. As a key member of our client-facing team, you will be responsible for developing and managing a portfolio of clients, identifying their banking needs, and designing tailored product and service portfolios to...

  • Relationship Manager

    2 weeks ago

    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerThrivent Financial is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key Responsibilities:Utilize Salesforce to coordinate and schedule...

  • Relationship Manager

    2 weeks ago

    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerThrivent Financial is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key Responsibilities:Utilize Salesforce to coordinate and schedule...

  • Relationship Manager

    4 days ago

    San Diego, California, United States Penn Foster Inc Full time

    Job Title: Relationship ManagerThe Relationship Manager is a key role in our commercial banking team, responsible for building and maintaining strong relationships with our clients. This includes identifying new business opportunities, developing and implementing strategies to grow our client base, and providing exceptional customer service to ensure client...

  • Relationship Manager

    2 days ago

    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerAt Thrivent Financial, we're seeking a skilled Relationship Manager to join our team. As a key member of our organization, you'll play a critical role in building trust and value with our clients.Key Responsibilities:Oversee client relationships within a dedicated group of clients, working closely with managed account clients...

  • Relationship Manager

    3 weeks ago

    San Diego, California, United States Midland Credit Management Inc Full time

    About the JobThe Relationship Manager role is a critical position within our Post-Purchase/Media Department. This individual will foster relationships with internal and external partners to drive organizational success, analyze initiatives, manage existing programs, execute on department priorities, measure against performance goals, and ensure a culture of...

  • Relationship Manager

    4 weeks ago

    San Diego, California, United States Midland Credit Management Inc Full time

    About the JobThe Relationship Manager role is a key position within our Post-Purchase/Media Department, where you will foster relationships with internal and external partners to drive organizational success. This involves analyzing initiatives, managing existing programs, executing on department priorities, measuring against performance goals, and ensuring...

  • Relationship Manager

    4 weeks ago

    San Diego, California, United States Midland Credit Management Inc Full time

    About the JobThe Relationship Manager role is a key position within our Post-Purchase/Media Department, where you will foster relationships with internal and external partners to drive organizational success. This involves analyzing initiatives, managing existing programs, executing on department priorities, measuring against performance goals, and ensuring...

  • Relationship Manager

    3 days ago

    San Diego, California, United States Citizens Business Bank Full time

    Job SummaryThe Relationship Manager is a key role at Citizens Business Bank, responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients. This position requires a strong understanding of commercial banking products and services, as well as excellent relationship-building and communication skills.Key...

  • Relationship Manager

    4 weeks ago

    San Diego, California, United States Penn Foster Inc Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our team at Penn Foster Inc. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert advice on our financial products and services.Key...

  • Senior Relationship Manager

    3 weeks ago

    San Diego, California, United States Bank of America Full time

    Job Summary:The Senior Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the West region. This team is part of the Global Commercial Bank and is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. The...

  • Senior Relationship Manager

    4 weeks ago

    San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: SVP, Relationship ManagerEnterprise Bank & Trust is a leading financial institution that has been serving the community for years. As a Senior Relationship Manager, you will play a crucial role in developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships.Key Responsibilities:Identify and develop...

  • VP, Relationship Manager

    4 weeks ago

    San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is seeking a highly skilled VP, Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and managing new commercial loan accounts and client relationships while enhancing existing customer relationships.Key...

  • VP, Relationship Manager

    3 weeks ago

    San Diego, California, United States Enterprise Bank and Trust Full time

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is seeking a highly skilled VP, Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial loan accounts and client relationships while enhancing existing customer relationships.Key Responsibilities:Develop...

  • VP, Relationship Manager

    1 week ago

    San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is seeking a highly skilled VP, Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial loan accounts and client relationships.Key Responsibilities:Develop and manage new commercial loan accounts and...

  • VP, Relationship Manager

    4 weeks ago

    San Diego, California, United States Enterprise Bank & Trust Full time

    Enterprise Bank & Trust: A Leader in Commercial LendingAt Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As a VP, Relationship Manager, you'll play a key role in developing and managing new commercial loan accounts and client relationships, while enhancing existing customer relationships.Key...

  • Senior Relationship Manager

    1 month ago

    San Diego, California, United States Enterprise Bank & Trust Full time

    Senior Relationship ManagerEnterprise Bank & Trust is seeking a seasoned Senior Relationship Manager to develop and manage new commercial deposit and loan accounts, while enhancing existing relationships. As a key member of our team, you will be responsible for providing financial solutions to both existing and prospective clients, increasing the bank's...

  • Data Management Director

    3 weeks ago

    San Diego, California, United States Kumquat Biosciences Inc Full time

    Job Title: Associate Director/Director of Data ManagementKumquat Biosciences Inc is seeking a highly skilled and experienced Associate Director/Director of Data Management to join our team. As a key leader in our Biometrics organization, you will be responsible for overseeing the data management function and ensuring the successful and timely delivery of...