Account Manager

• Serve as the primary contact for assigned fintech partners, building trust and driving alignment between partner objectives and bank priorities.
• Monitor partner performance against contractual, regulatory, and operational requirements.
• Ensure partners are successfully using bank platforms and processes, providing guidance and resources to improve efficiency and adoption.
• Take ownership of partner issues, driving resolution efficiently and independently, while ensuring executive visibility on critical matters.
• Develop and maintain plans for each partner, outlining strategic goals, compliance checkpoints, and opportunities for program expansion, cross-sell, and revenue growth.
• Drive collaboration with Compliance, Risk, Operations, Product, and Finance teams to support partner initiatives and audits.
• Track account metrics (transaction volume, risk events, partner escalations, SLAs) to identify trends and recommend optimization strategies.
• Lead quarterly business reviews (QBRs) and provide regular reporting to partners and internal stakeholders.
• Contribute to the evolution of SOPs, escalation playbooks, and partner experience frameworks.

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