Relationship Director
2 weeks ago
At Moneris, we are seeking a highly skilled Sr. Relationship Manager to join our team. As a key member of our team, you will be responsible for nurturing, managing, and growing our relationships with our partner financial institution(s).
About the Role:
- Develop a deep understanding of the bank partner/Moneris team structure and inter-company operating model.
- Funnel incoming and outgoing BAU requests between Moneris and the partner bank promptly, ensuring appropriate partners are engaged and matters are addressed.
- Be the trusted advisor to the partner bank, providing insights, guidance, and support across all teams of Moneris.
- Address any issues or concerns raised by the partner bank or Moneris while working collaboratively to find solutions and maintain positive relationships.
- Use your strategic skills to improve business growth by connecting the data and insights to opportunities to achieve performance.
- Work and partner with the SMEs at both organizations on improving the quality and quantity of referrals from the bank, reducing friction in lead handoffs and manage improvements to the inter-company sales boarding process.
- Align partnership goals with our teams to ensure visibility, collaboration, and execution of plans.
- Stay updated on industry trends, market dynamics, and regulatory changes that may affect our relationship.
- Partner and collaborate with the VP, Business Development and Director, Relations FI on partner bank annual referral plans to agree on targets to improve growth and referrals and achieve revenue targets.
- Collaborate with our teams to identify and develop strategic plans for the partner bank, aligning on goals and ensuring mutual success.
- Coordinate and facilitate cadenced business reviews by working with the appropriate team members and bank partners to prepare and organize the content.
- Monitor and analyze key performance metrics related to the Partner banks.
- Work with the Sales Data & Analytics team to ensure partner bank reporting continues to be relevant, driving the right discussions and outcomes to deliver referral and close won performance.
- Collaborate with all teams within Moneris to ensure seamless delivery of services, projects, and management of RTB activities related to the partner bank.
Requirements:
- University degree in Business or any related field. Equivalent work experience may be considered a substitution.
- 5 years of experience in relationship management or a similar role.
- Experience in payment industry/banking is an ASSET.
- 5 years' experience FI (Financial institution).
- Excellent negotiation and problem-solving abilities.
- Experience driving business growth and achieving targets.
- Strong business acumen with analytical ability to assess the needs to grow the business forward.
- Ability to influence without direct authority.
- Bilingualism in English and French is an asset.
What We Offer:
- Comprehensive Total Rewards Program including bonuses, flexible benefits starting from day 1, and your choice of either a health spending account (HSA) or personal spending account (PSA).
- RRSP matching & defined contribution pension plan.
- Learning & development programs and resources including unlimited free access to Coursera and an Educational Assistance Program.
- Holistic approach to your well-being, with an Employee Assistance Program for you and your family, access to 24/7 virtual health care, wellness events and a supportive workplace culture.
- A workplace committed to investing in Diversity, Equity and Inclusion (DEI) through various initiatives including, employee inclusion groups (EIGs), mentorship, DEI learning and workshops, educational events, and various resources including an internal DEI website and newsletter.
- Company-wide paid year-end closure & personal time off (including religious, personal, and volunteer days).
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