Find & Apply For Financial Services Sales Agent Jobs in Jacksonville, Florida

Job Description Help for Job Description. Opens a new window. 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