Account Manager (Financial Services)

About the Role:

Responsible for collaborating with Program Managers and key internal stakeholders to evaluate, design and implement prepaid, DDA and savings products/services while maintaining compliant oversight of existing programs in the market. Serves as an advocate for partners, leading implementation and remediation efforts throughout the process, ensuring the highest level of quality, compliance, and partner satisfaction.

What You Will Do:

• Consult with cross functional teams to evaluate, design, and implement new products/services to market.
• Serve as the operational day-to-day point of contact for partners, maintain ongoing contact with internal and external stakeholders and other parties within the payment's ecosystem.
• Leverage CRM system and internal to document implementation and workflow tasks
• Embody the voice of the partner within the Pathward organization to improve the partner experience.
• Facilitate Risk & Compliance initiatives to ensure complete compliance with all applicable laws, regulations, and internal policies.
• Provide consultative support and guidance to partners throughout all phases of the implementation process.
• Establish and build strong relationships with internal Pathward teams who contribute to partner success.
• Advise leadership on partner issues; seek guidance to develop solutions as applicable.\
• Manage SLA's to foster speed to market and partner satisfaction.
• Other duties as assigned.

What You Will Need:

• Bachelor's degree or equivalent education and work experience.
• 3 years experience
• Financial Services experiences preferred
• Proven ability to consistently manage and prioritize multiple tasks across multiple partners.
• Creative thinking and problem-solving abilities to determine best path forward in an environment where multiple solutions are possible.
• Great rapport building and communication skills with a diverse group of partners and management at all levels.
• Great customer service acumen and ability to champion and articulate the voice of the partner.
• Ability to gain an understanding of partners and their position in the payments industry.
• Maturity to work within and contribute to an expanding organization.
• Ability to work efficiently in a fast-paced environment and balance multiple partners and objectives.
• Ability to enable fast solutions to partner ideas and concerns.
• Meet/Exceed team and organizational goals as outlined by leadership.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $16.59 hourly - $29.59 hourly

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate's experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote