Relationship Manager

The Relationship manager is responsible for initiating, maintaining and building existing and new client relationships. This is a great opportunity to build and grow your portfolio in a major market with the strength of Dynamics Payments brand and product offerings to support you.

Required Skills:

• BS/BA degree
• Minimum of 5 years of Relationship Management and Client Experience Building
• Prior financial analysis experience with an understanding of Banking, or Merchant services financial statements.
• Ability to accurately review and opine on the strength/weaknesses of the client’s Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity.
• Understands clients’ business strategies and their needs
• Expertly applies sound accounting principles to spreading financial statements and analyzing credit
• Leverages relevant technology, tools and resources to maximize the financial management of the business
• Brings in partners at the appropriate time to support a sales opportunity
• Knows where to find industry information and uses the data to effectively pre-call plan
• Leverages an in-depth knowledge of the customer’s business to uncover needs in order to deliver the appropriate solution

• Strong communication skills (written and verbal)
• Demonstrates excellent accuracy and attention-to-detail
• Must have good multi-tasking and problem solving skills
• Possess strong leadership skills and work well in a team environment
• Ability to work well with professionals at all management levels
• Ability to listen, communicate and interpret client’s needs and objections
• Fluent in Spanish and English

Desired Skills:

• Industry experience preferred in Merchant Services, or banking
• Demonstrates flexibility and openness to new ideas and to change; adapts to changing environments, situations, and job responsibilities
• Negotiates effectively by managing client expectations around deals (overcoming objections)
• Capitalizes on unexpected events or circumstances and turns them into sales opportunities
• Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business
• Proficient in Microsoft Excel and Word