---
title: 'Banking Relationship Associate at Piermont Bank'
canonical: 'https://feeny.ai/job/banking-relationship-associate-piermont-bank-new-york-xkcd28s8zhzd'
type: 'job'
last_seen: '2026-09-11'
---

# Banking Relationship Associate at Piermont Bank

- **Company:** Piermont Bank
- **Location:** New York, NY
- **Posted:** 2025-08-04
- **Last confirmed live:** 2026-09-11
- **Apply:** https://job-boards.greenhouse.io/piermontbank/jobs/4816321007

## Job description

About Us:

Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with a digital first approach. As the first cloud native bank launched in the United States, Piermont was built on modern infrastructure that allows us to operate with greater flexibility, efficiency, and scalability than traditional banks.

We combine disciplined commercial banking with innovative technology to deliver value added solutions for small and medium sized businesses and our fintech partners. Our team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services.

The Role:

The Banking Relationship Specialist is an integral member of Piermont Bank's Banking Relationship team. This role serves as a primary point of contact for clients, supporting them throughout the lifecycle of their banking relationship. The Banking Relationship Specialist is responsible for delivering an exceptional onboarding and service experience, facilitating day-to-day banking transactions, and partnering with internal teams to ensure client needs are met efficiently and accurately.

Responsibilities:

- Deliver an exceptional onboarding experience for new clients, guiding them through account opening and implementation processes with professionalism and attention to detail.
- Serve as a trusted point of contact for clients by responding promptly to inquiries and providing timely updates regarding account status, service requests, and onboarding requirements.
- Apply knowledge of banking products, services, policies, and procedures to effectively support clients and internal partners.
- Process and support transactional banking activities, including wire transfers, ACH transactions, online banking services, remote deposit capture, mobile banking support, and limited teller-related functions.
- Build and maintain strong client relationships through proactive communication and exceptional service delivery.
- Partner with internal departments to research, resolve, and escalate client issues while ensuring a seamless client experience.
- Support account maintenance activities, documentation requests, and client service initiatives in accordance with Bank policies and procedures.
- Ensure compliance with all regulatory requirements, internal controls, audit standards, security procedures, and operational policies.
- Assist with record retention, documentation management, quality control reviews, and operational audits as required.
- Participate in the rollout and ongoing support of new deposit products, banking services, technologies, and client experience initiatives.
- Identify opportunities to improve operational efficiency and enhance the client experience through process improvements and collaboration across teams.

Qualifications:

- Bachelor's degree or equivalent combination of education and relevant experience.
- 3+ years of banking experience in a client-facing role such as Banking Relationship Associate, Universal Banker, Teller, New Accounts Representative, Branch Banking, Client Services, or a related position.
- Knowledge about banking products and services, comprehensive understanding of regulatory and compliance related to daily job functions.
- Strong technical skills and experience with depository related programs such as account opening, teller system etc.
- Excellent customer communication and relation skills.
- Ability to problem solve and work in a fast passed and evolving environment.

The hiring range for this position is $75,000 to $85,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other factors. A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, dental, vision, 401k, and other benefits.

Piermont Bank is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, political affiliation, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, height, weight, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

## About Piermont Bank

## Company Overview
- **One-liner**: Piermont Bank is a hybrid digital commercial bank that blends the best of traditional banking and agile fintech to serve fast-growing companies.
- **Entity Type**: Private
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Wendy Cai-Lee (Founder & CEO)

## Core Business
- **Primary industry/industries**: Banking, Financial Services, Embedded Banking
- **Target customers**: Fast-growing SMBs, mid-market companies, venture capital and private equity firms, fund managers, commercial real estate investors, and fintechs seeking embedded banking solutions.
- **Mission or purpose statement**: To serve fast-growing companies at the speed they need, acting as a funding catalyst for mid-market innovation and growth. [piermontbank.com](https://www.piermontbank.com/)

## Products & Services
- **Business Banking**: Full-service banking including checking accounts, treasury management, and business lending for companies of all sizes. [piermontbank.com](https://www.piermontbank.com/)
- **Business Lending**: Right-sized financing options for expansion and cash flow optimization.
- **Commercial Real Estate**: Tailored financing solutions for commercial real estate investments with competitive rates and flexible terms.
- **Venture Capital & Private Equity**: Financing for funds and portfolio companies to create additional leverage.
- **Sponsor Finance**: Financing for leveraged buyouts, acquisitions, and other investments to enable deal flow.
- **Fund Banking**: Tailored banking services for fund managers to prioritize driving returns for their investors.
- **Embedded Banking**: A secure and scalable API platform that allows businesses to integrate banking services directly into their own operations, simplifying processes and reducing costs. [piermontbank.com](https://www.piermontbank.com/)
- **Personal Banking**: Modern digital banking solutions for individuals with competitive rates and no hidden fees.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (Private company)
- **Key Metric**: Annual Revenue of $8.0M (as of latest data) [linkedin.com](https://www.linkedin.com/company/piermontbank)
- **Notable Investors/Partners**: Pegatron Venture Capital (strategic investment to accelerate technology innovation and growth) [piermontbank.com](https://www.piermontbank.com/)
- **Growth Signals**: The company has expanded its leadership team to accelerate its next phase of growth, secured a strategic investment from Pegatron Venture Capital, and is actively hiring for key roles in banking, credit, and technology. [piermontbank.com](https://www.piermontbank.com/)

## Competitive Advantages
- **Hybrid Model**: Blends the responsiveness and technology of a fintech with the stability, trust, and regulatory backing of an FDIC-insured bank. [piermontbank.com](https://www.piermontbank.com/)
- **Speed & Customization**: Focuses on quick turnaround times and co-designing solutions with clients to deliver tailored products, differentiating itself from slower, traditional banks.
- **Entrepreneur-Led**: Founded and led by entrepreneurs who understand the needs of fast-growing businesses, fostering a culture of innovation and practicality.
- **API-First Platform**: Offers a secure, scalable API for embedded banking, allowing clients to integrate financial services directly into their own platforms.

## Strategic Focus
- **Technology & Innovation**: Accelerating technology innovation and growth, as evidenced by the strategic investment from Pegatron Venture Capital and the expansion of its leadership team with a new Chief Banking Officer and Chief Innovation Officer. [piermontbank.com](https://www.piermontbank.com/)
- **Embedded Banking**: Deepening its embedded banking platform to allow businesses to seamlessly integrate banking into their own operations.
- **Talent Acquisition**: Actively expanding its team across commercial lending, credit, technology, and marketing to support its next phase of growth.

## Why Work Here
- **Culture**: Described as diverse, entrepreneurial, and innovative, with a flat structure where there is "no front office, mid office or back office." The team is focused on tearing down antiquated banking processes. [piermontbank.com](https://www.piermontbank.com/)
- **Hybrid Work Model**: Offers a hybrid working model that allows for team collaboration while providing flexibility. [piermontbank.com](https://www.piermontbank.com/)
- **Competitive Benefits**: Includes medical, vision, and dental plans, a 401k, and a "kids’ room" at the office for child care emergencies. [piermontbank.com](https://www.piermontbank.com/)
- **Location**: Headquarters overlooks Bryant Park in New York City, easily accessible by public transit. [piermontbank.com](https://www.piermontbank.com/)
- **Career Development**: Emphasizes career growth in a high-growth environment with a diverse team. [piermontbank.com](https://www.piermontbank.com/)

## Sources
1. [piermontbank.com](https://www.piermontbank.com/)
2. [greenhouse.io](https://job-boards.greenhouse.io/piermontbank/jobs/5084283007)
3. [linkedin.com](https://www.linkedin.com/company/piermontbank)

## Other roles at Piermont Bank

- [Deposit Relationship Manager](https://feeny.ai/job/deposit-relationship-manager-piermont-bank-new-york-jscn58c8j0nn) — New York, NY
- [Embedded Lending Sales and Business Development Manager](https://feeny.ai/job/embedded-lending-sales-and-business-development-manager-piermont-bank-new-york-bsrrp74356wt) — New York, NY
- [Senior Director, Enterprise Banking & Partnerships](https://feeny.ai/job/senior-director-enterprise-banking-partnerships-piermont-bank-new-york-nk8j7zntb18m) — New York, NY
- [Marketing Director](https://feeny.ai/job/marketing-director-piermont-bank-new-york-8de5rbeest25) — New York, NY
- [Director, Application Development](https://feeny.ai/job/director-application-development-piermont-bank-new-york-abz75vx1z2rx) — New York, NY
- [Embedded Banking Integration Manager](https://feeny.ai/job/embedded-banking-integration-manager-piermont-bank-new-york-g7wn1z74hskf) — New York, NY
- [Embedded Banking Sales and Business Development Manager](https://feeny.ai/job/embedded-banking-sales-and-business-development-manager-piermont-bank-new-york-4c6qf3y339cs) — New York, NY
- [Payments Product Manager](https://feeny.ai/job/payments-product-manager-piermont-bank-new-york-1gsrbwx859gp) — New York, NY
- [Fund Finance Relationship Manager](https://feeny.ai/job/fund-finance-relationship-manager-piermont-bank-new-york-eph6vf5s55a4) — New York, NY
- [C&I Relationship Manager](https://feeny.ai/job/c-i-relationship-manager-piermont-bank-new-york-7p7bn4akhzmb) — New York, NY