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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
The Relationship Manager is a part of the Commercial Operations - Cash Management Implementation & Client Servicing team and is the direct contact for white glove support and servicing of commercial clients for their cash management and funds transfer services. This role partners with clients to understand their financial, operational, and treasury needs while delivering tailored banking and payment solutions. The Relationship manager will perform annual reviews of client relationships and recommend additional products and services to support the growing banking needs of clients. The RM ensures a high-quality client experience, and coordinates across internal teams—including Operations, Payments, Risk, and Product—to deliver seamless onboarding, execution, and ongoing servicing.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
What you’ll do:
- Primary and centralized white glove servicing for existing commercial clients on all cash management and account-related matters
- Coordinate and manage resolution of service requests, issues, and inquiries by partnering with all internal teams
- Provide 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
The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes increase to meet daily deadlines.
What you’ll need:
- Bachelor's Degree in Business Administration preferred
- Minimum of 5+ years of relevant relationship management experience
- Deep understanding of banking and electronic payments.
- Strong written and communication skills
- Strong relationship management and client servicing skills
- Strong organizational and problem solving skills.
Top Skills
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