Relationship Manager

Bonita Springs, Florida

CSI is seeking a Relationship Manager for our Bank Partnerships Team who has a genuine commitment to unsurpassed customer service with excellent communication and presentation skills, willingness to jump in where needed and still have fun. Interested candidates must submit resume, cover letter demonstrating why you’re the best candidate, and salary requirements in order to be considered.

Relationship Manager – Banks Partnerships Team

Interested candidates must submit resume, cover letter demonstrating why you’re the best candidate, and salary requirements in order to be considered

About CSI
Corporate Spending Innovations (CSI) isn’t your average office. We’re a FinTech company in Bonita Springs, Florida providing innovative payment solutions to some of the world’s most iconic brands, while providing the highest level of customer service and support.

Our company culture reflects the value of working hard, the importance of giving back, and the joy of having fun along the way. At the core, our business is all about people. It’s about hiring the best talent. It’s about making our customers feel special every time we engage.

This is a small, energetic, and growing company where you’re going to have the opportunity to stand out, shine, and build your career. We place a huge emphasis on helping you to develop your skillset and become a major player.

So if you want a killer workplace that respects its team members with work that makes you excited to get up in the morning, you may be just the person for CSI.

 

Job Responsibilities

  • Maintains knowledge of all CSI accounts payable options and processes for each bank partnership.
  • Manages and provides all necessary customer services to bank partnership(s), including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support to meet contractual Service Level Agreements.
  • Accurately answers bank partner/customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or engagement of other departments.
  • Educates bank partner/customer on best practices and processes regarding accounts payable processing.
  • Confidently leads bank partner/customers through conference calls and training.
  • Proactively manages vendor enablement campaigns and databases.
  • Provides necessary timely reporting to bank partners/customers and proactively seek additional avenues for partnership improvements.
  • Ensures FI Partner Team Standard Operating Procedure documentation is kept current and coordinate partner / customer guide updates as needed with Technical Writer.
  • Actively participates as a CSI team member by offering ideas and input to support and enhance current CSI products, processes, and programs, and works collaboratively to ensure FI partner success.
  • Performs all duties within assigned timeline and effectively communicate progress of assigned tasks.
  • Takes proactive ownership of other special projects and assignments to support the business as needed.
  • Brings energy and a positive attitude to ensure positive bank partner/customer experience as outlined in the FI Partner Team’s mission statement.

 

Required Skills / Abilities:

  • Maintains knowledge of all CSI accounts payable options and processes for each bank partnership.
  • Manages and provides all necessary customer services to bank partnership(s), including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support to meet contractual Service Level Agreements.
  • Accurately answers bank partner/customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or engagement of other departments.
  • Educates bank partner/customer on best practices and processes regarding accounts payable processing.
  • Confidently leads bank partner/customers through conference calls and training.
  • Proactively manages vendor enablement campaigns and databases.
  • Provides necessary timely reporting to bank partners/customers and proactively seek additional avenues for partnership improvements.
  • Ensures FI Partner Team Standard Operating Procedure documentation is kept current and coordinate partner / customer guide updates as needed with Technical Writer.
  • Actively participates as a CSI team member by offering ideas and input to support and enhance current CSI products, processes, and programs, and works collaboratively to ensure FI partner success.
  • Performs all duties within assigned timeline and effectively communicate progress of assigned tasks.
  • Takes proactive ownership of other special projects and assignments to support the business as needed.
  • Brings energy and a positive attitude to ensure positive bank partner/customer experience as outlined in the FI Partner Team’s mission statement.

 

Education and Experience:

  • Bachelor’s degree or related experience in business, communications, finance, or related fields. Equivalent combination of education and experience will be considered.
  • A minimum of 2 years’ previous successful customer service experience.
  • Financial, technology, FinTech backgrounds are preferred; credit card processing or credit card services background also helpful.

 

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

 

This position is located on-site at our headquarters in Bonita Springs, FL. Employment is contingent on a background check and drug test.

Apply for this position

Equal Employment Opportunity

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state or local law

Careers

  • Drop files here or
  • We take privacy and the security of your information seriously. Read our privacy policy to learn more.
  • This field is for validation purposes and should be left unchanged.

Download