ORS Partners

Business Relationship Manager

Job Locations US-CT-New Haven
Posted Date 1 month ago(5/5/2021 9:35 AM)
Client & Job Location : Address
115 Munson St
Client & Job Location : Postal Code
Job ID
# of Openings
Regular Full-Time


BMTX is seeking a motivated and results-driven Business Relationship Manager to collaborate cross functionally internally and with our key external customers.  This role is integral to the organization, acting as liaison and bridging/facilitation communication and understanding between the business, IT, and our key customers. This role will also play a important role is the sales cycle for new white label prospects. They will work closely to ensure customers’ priorities for Service Levels, trending, competitive comparison, new or changed products and services for key customers and their employees/clients, in alignment with desired business outcomes, are effectively established and articulated. The Business RM will be responsible for ensuring conflicting stakeholder requirements are mediated appropriately and that stakeholders’ complaints and escalations are handled well through a balanced (yet formal) process.  This position will be responsible for tracking customer and technology trends that could impact customer perception and service provision.



  • Successfully and effectively manage all components of the relationship with key customers.
  • As the client advocate and relationship owner, establish, develop, maintain and grow existing relationships between BMTX and its customers and customers and their clients.
  • Mitigate risks and drive opportunities, with respect to relationships and profitability.
  • Identify and assist with the elimination of barriers to the successful delivery of service levels, products, services, and financial growth.
  • Continuously work on improving communication and relationship management skills to ensure exceptional service to customers.
  • Committed to delivering memorable customer experiences, professional and confident with a developed business acumen.
  • Improve customer service experience, create engaged customers, and facilitate organic growth.



BMTX will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.


  • Bachelor’s degree
  • 8+ years’ experience in relationship management
  • 5+ years or equivalent experience in servicing banks and financial institutions, specifically with knowledge of banking solutions.
  • Strong oral, written, and interpersonal communication skills. Ability to articulate complex information in clear and simple language.
  • Comfortable working in a remote environment and demonstrate team/collaboration skills.
  • Possesses organizational, time management and multi-tasking skills.
  • Proficiency with the Microsoft Office 365 suite, Salesforce and LinkedIn.
  • Industry savvy, curious and stays current on industry news and events.
  • Demonstrated financial and technology acumen.
  • Excellence in personal effectiveness and credibility with management and partners
  • Excellence in flexible problem solving, analysis, and issue resolution.
  • Strong communication & interpersonal skills deployed in an empathetically to exceed customer needs.
  • Identify potential win-win-win opportunities for customer, their clients and organization.
  • Demonstrated ability to use Data Analysis Tools to serve the customer
  • Sales And Marketing along with Business Development skills a plus
  • Establish realistic expectations to support development of mutual trust.
  • Monitor ongoing commitments to ensure fulfilment.
  • Communicate both good and bad news to avoid surprises.

BM Technologies, Inc. (NYSE: BMTX) is among the largest digital banking platforms in the U.S, providing access to checking and savings accounts, personal loans and credit cards. It began trading on the NYSE American on January 6, 2021 under the ticker symbols “BMTX” and “BMTX.W.” BMTX’s mission is to make banking affordable, effortless, and financially empowering for the millions of Americans who need it the most – the underbanked, millennials and working-class Americans. 


BMTX is the first digital banking platform in the U.S. to offer a completely fee-free banking experience and uses innovative mobile technology to make banking enjoyable and seamless. BMTX is also committed to making each of its customers feel financially empowered through education.


Through constant innovation, its white label/”Banking-as-a-Service” (BaaS) banking distribution model, and putting the customer experience above all else, BMTX is truly disrupting the banking space. Today, the BaaS platform is provided to colleges and universities and currently serves over two million account-holders, and provides disbursement services at 722 campuses (covering one out of every three students in the U.S.). BMTX also offers its Workplace Banking platform, a financial wellness service that offers innovative banking products and a robust banking app. Additionally, BMTX recently announced the execution of an agreement with Google to introduce digital bank accounts, which will be available to its customers, and has also expanded its white-label strategy with T-Mobile for the launch of T-Mobile MONEY.


BM Technologies, Inc. (BMTX) is a technology company and is not a bank and provides banking services through its partner banks. BMTX, Inc. is a wholly owned subsidiary of BM Technologies, Inc. BankMobile accounts are powered by BMTX and provided by Customers Bank. Member FDIC - Equal Housing Lender - All Rights Reserved






Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed