Fintech Account Manager

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November 7

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Coastal Community Bank

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Banking • Finance • Fintech

Coastal Community Bank is a financial institution offering a comprehensive range of banking services for businesses and individuals. It provides business checking and savings accounts, loans, credit card processing, treasury management, and online banking solutions tailored for enterprises and non-profits. On the personal side, the bank offers various checking and savings accounts, home loans, and retirement savings options such as IRAs. Committed to community engagement, Coastal Community Bank partners with local non-profits to support initiatives like job training, affordable housing, and financial literacy programs. With services such as branch banking, online banking, and mobile access, the bank aims to meet the financial needs of customers throughout the North Puget Sound region and beyond.

201 - 500 employees

Founded 1997

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• 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.

🎯 Requirements

• 6 + years of experience in fintech, financial services, or regulated partner/account management roles. • Strong understanding of banking-as-a-service (BaaS), fintech operations, or compliance-driven environments. • Proven ability to manage high-value, complex accounts independently. • Excellent relationship-building, communication, and conflict resolution skills. • Experience with issue escalation, compliance oversight, and performance monitoring. • Familiarity with program management tools, CRMs, and reporting platforms. • Bachelors degree in Finance, IT or Business Development or equivalent work experience. • 6 plus years proven experience in Relationship and Program Management, preferably in BaaS, fintech and/or banking. • Experience working on cross-functional and/or cross-team projects preferred. • Experience with Microsoft Office Suite and program management software and tools to facilitate efficient program planning, tracking, and reporting.

🏖️ Benefits

• Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle. • Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions. • Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs. • Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly. • Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents. • Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury. • Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most. • 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future. • Paid Time Off: Generous vacation and sick leave policies to support your time away from work. • Holidays: Enjoy 11 paid holidays throughout the year.