Portfolio Management with Renewal Emphasis
Remote | Full-Time | Up to 75% Travel
About ADVANTAGE
ADVANTAGE partners with community banks and credit unions nationwide to deliver compliant, consumer-focused overdraft solutions supported by proven best practices, industry expertise, and technology that improves operational efficiency.
Our team helps financial institutions strengthen account holder relationships, reduce risk, and protect non-interest income by implementing responsible overdraft strategies that align with evolving regulatory expectations. With decades of experience and a commitment to long-term client success, ADVANTAGE provides the guidance, tools, and ongoing support institutions need to confidently manage overdraft services while improving the overall account holder experience.
If you’re passionate about building strong client partnerships and helping financial institutions achieve measurable results, this role offers the opportunity to work at the intersection of strategy, technology, and long-term relationship management.
Position Overview
ADVANTAGE is seeking a Relationship Manager to serve as a trusted advisor and strategic partner for a portfolio of community banks and credit unions. This role is responsible for strengthening client relationships, supporting long-term program success, and ensuring clients consistently realize value from ADVANTAGE’s overdraft solutions.
Guided by our Client for Life philosophy, the Relationship Manager maintains engagement across the full client lifecycle—from implementation and ongoing performance optimization to renewals and expansion opportunities. This role requires strong executive presence, the ability to lead strategic conversations, and a proactive approach to identifying solutions that drive measurable outcomes.
Primary Responsibilities
Client Relationship & Portfolio Management
- Build and deepen relationships with client stakeholders, including senior executives
- Serve as the primary point of contact for ongoing program strategy, performance discussions, and client support
- Lead monthly and quarterly client calls, reinforcing ADVANTAGE as a strategic partner—not a vendor
- Maintain consistent communication and develop client success plans aligned with institutional goals
- Identify risks early and collaborate with internal teams to resolve issues and maintain a high-quality client experience
Strategic Advisory & Performance Optimization
- Conduct program reviews, evaluate performance metrics, and identify opportunities for improvement
- Lead quarterly business reviews and present performance insights, trends, and strategic recommendations
- Provide guidance on best practices related to overdraft services, disclosures, and account holder experience
- Monitor client KPIs and ensure accurate internal and external reporting on progress
- Translate client feedback into actionable insights for internal teams to improve service delivery and solutions
Renewals, Growth & Expansion
- Lead the renewal process by reinforcing value, aligning next-step recommendations, and supporting contract discussions
- Identify opportunities to expand services or introduce additional ADVANTAGE solutions based on client needs
- Maintain a structured pipeline of growth opportunities and track progress against renewal and satisfaction goals
- Represent ADVANTAGE at onsite client meetings, industry events, and user groups to strengthen relationships
Internal Collaboration
- Partner with internal teams—including Product, Compliance, Client Services, and Sales—to support client objectives
- Advocate for client needs across the organization to ensure timely resolution and strong service delivery
- Provide feedback on product enhancements and participate in roadmap discussions as needed
Skills & Qualifications
- 5+ years of experience in relationship management, account management, client success, or consultative sales
- Banking or credit union experience strongly preferred (consumer-facing, operations, or service provider)
- Strong executive presence with demonstrated success building long-term client relationships
- Experience managing renewals and maintaining a portfolio of accounts
- Strong analytical skills with the ability to interpret program performance metrics and lead data-driven conversations
- Excellent written and verbal communication skills, including presentation experience
- High proficiency in Microsoft 365 with advanced Excel skills
- Knowledge of overdraft/courtesy pay programs and core processing systems preferred
- Ability to travel up to 75% for onsite client engagements
- Proven success managing multiple priorities and delivering results in a fully remote environment
- Bachelor’s degree in Business, Finance, or a related field preferred
What We Offer
This is a fully remote opportunity with meaningful client-facing responsibilities and ownership of a portfolio of community financial institutions. You’ll serve as a strategic advisor to client leadership teams, helping them optimize program performance, strengthen account holder relationships, and achieve measurable results.
We’re a team of innovators, problem-solvers, and collaborators who value integrity, accountability, and transparency in every partnership—both with our clients and with each other. If you thrive in a fast-paced environment, enjoy building trusted relationships, and take pride in delivering exceptional client outcomes, you’ll fit right in at ADVANTAGE.
Here are a few of the ways we support our team:
- Health, Dental, and Vision Insurance – effective Day 1
- 401(k) with Employer Contribution – eligible after 90 days
- Open Paid Time Off – we trust you to take the time you need
- Professional Growth Opportunities – continuous learning and advancement from within
- Collaborative Culture – diverse, inclusive, and idea-driven
Join a team that values innovation, client success, and personal growth—where you’ll have the tools, technologies, and support to make an impact.