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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.
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
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.
Skills Required
- Bachelor's degree in Business Administration
- At least 5 years of relevant relationship management experience
- Deep understanding of banking and electronic payments
- Strong written and verbal communication skills
- Strong relationship management and client servicing skills
- Strong organizational and problem-solving skills
What the Team is Saying
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
