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Relationship Manager, Financial Institution Payments & Network

72% Flex
Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Bachelor’s degree or equivalent, 5 years experience in financial institution and/or ATM industry with relationship management functions, 5 years experience in sales with successful demonstration against quota assignment, Ability to manage multiple initiatives concurrently while prioritizing, Advanced PowerPoint and Excel skills.

Key responsabilities:

  • Build client relationships to generate demand, secure revenue, and improve client retention
  • Develop account strategies, maintain sales pipeline, and close new sales opportunities within assigned portfolio
  • Conduct regular communications with clients, act as escalation point and focus on improving client satisfaction
  • Coordinate resources and work in a virtual team setting, onboard new clients and oversee internal client data systems
  • Represent NCR at key customer meetings and events, and perform other assigned duties
NCR Atleos logo
NCR Atleos Banking Scaleup https://www.ncratleos.com/
10001 Employees
See more NCR Atleos offers

Job description

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About NCR Atleos

NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe.

Job Title: Relationship Manager, Financial Institution

Department: US Commercial Group

Location: Remote (candidate may be based anywhere in mainland U.S.)

Summary of Role:

The Relationship Manager is a key team member of NCR’s Banking team providing strategic and consultative management for a portfolio of existing clients. As a strategic advisor to clients, Relationship Managers contribute to the retention and growth of their assigned financial institution portfolio. Reporting directly to the Executive Director of Relationship Management, they work closely with product specialist, sales, operations, and marketing to pursue growth opportunities, secure key renewals, and improve client satisfaction. This individual is required to have an in depth understanding of NCR’s Banking solutions and their client’s business, strategies, and goals to ultimately expand NCR product offering, drive growth and secure renewals with each financial institution partnership.

What will you do:

  • Responsible for building client relationships to generate new demand, secure revenue and improve client retention for NCR within an assigned portfolio.

  • Develop account strategies, portfolio retention plan and maintain a sales pipeline of reasonable opportunities in a transparent manner.

  • Create in-depth proposals and execute to close new sales and renewal opportunities within assigned portfolio in partnership with other account team members.

  • Conduct regularly cadence of communications with clients to discuss key service topics, review projects in queue, growth opportunities and share industry best practices.

  • Act as an escalation point for clients and work with internal departments to ensure company meets client’s expectations.  

  • Strategically focus on improving client satisfaction by reviewing company practices and internally communicating recommended improvements.

  • Work in a virtual team setting to coordinate the appropriate resources to meet client’s needs.  This can include but is not limited to product specialists, banking specialist, marketing, operations and project teams.

  • Onboard new clients in partnership with NCR’s project teams.

  • Maintain and oversee internal client data systems.

  • Represent NCR at key customer meetings, trade shows and sponsored events.

  • Perform other duties as assigned.

Basic Qualifications:

  • Bachelor’s degree or equivalent work experience

  • 5 years experience in financial institution and/or ATM industry with relationship management functions

  • 5 years experience in sales with successful demonstration against quota assignment

  • Ability to manage multiple initiatives concurrently while prioritizing

  • High-energy, results-oriented individual with ability to function independently with minimum supervision.

  • Advanced PowerPoint skills to create professional presentations and advanced Excel capabilities (Pivot Tables, VLOOKUPS, Macros) for data analysis.

  • Excellent presentation, oral and written communication skills to be used in continuous client-facing activities

  • Demonstrated ability to work remotely in an independent manner with minimal supervision in a virtual team setting.

  • Self-motivated, flexible, and possesses a positive attitude with the ability to create rapport with customer and stakeholders

Preferred Qualifications:

  • Background in ATMs, banking, card processing, alternative payments, prepaid and technology.

Systems Involved:   

  • Salesforce

  • Microsoft Office

  • Oracle ERP

#LI-AR1
#LI-REMOTE

Offers of employment are conditional upon passage of screening criteria applicable to the job.

Full time employee benefits include:

  • Medical Insurance

  • Dental Insurance

  • Life Insurance

  • Vision Insurance

  • Short/Long Term Disability

  • Paid Vacation

  • 401k

EEO Statement
NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law.


Statement to Third Party Agencies

To ALL recruitment agencies: NCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes. 

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Soft Skills

  • Presentation Skills
  • Excellent Communication
  • Ability to Work Independently
  • Relationship Management
  • Proactive Mindset
  • Prioritization
  • Positive Attitude

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