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Relationship Manager, Big Business Banking

SoFi

UT - Cottonwood Heights · FL - Jacksonville · 5+ years experience · Full-time · Remote · Posted Sep 29, 2026

At a glance

Experience
5+ years experience
Employment
Full-time
Workplace
Remote
Location
UT - Cottonwood Heights · FL - Jacksonville

About 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.

Responsibilities

  • 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

Requirements

  • 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

Preferred qualifications

  • Bachelor's Degree in Business Administration preferred

Workplace

  • We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

Skills

  • ACH
  • Wires
  • Online Banking
  • APIs
  • CRM

SoFi

Relationship Manager, Big Business Banking

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