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
Category: Customer Relations
Type: Full Time

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