The Associate Relationship Manager partners with Relationship Managers to support sales and servicing efforts, perform financial and risk analyses, and assist in developing client solutions
Job Summary
The Associate Relationship Manager partners with Relationship Managers to support sales and servicing efforts, perform financial and risk analyses, and assist in developing client solutions.
This role is designed to grow through tailored training and hands-on experience, progressing from foundational support tasks to more advanced client engagement and business development responsibilities.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
The Associate Relationship Manager partners with Relationship Managers to support sales and servicing efforts, perform financial and risk analyses, and assist in developing client solutions.
Skills & Requirements
Must-have
Financial and risk analysis capabilities
Sales and business development acumen
Consultative selling strategies
Client management records
KYC due diligence information
Microsoft Office Suite proficiency
Nice-to-have
Critical thinking and effective prioritization
Continuous learning and skill development
Understanding of local/regional market dynamics
Key Requirements
Bachelor’s degree in Business or equivalent work experience
1-2+ years of experience in commercial banking, financial services, or client-facing sales
Novice to proficient knowledge of financial and credit risk analysis
Novice to proficient knowledge of sales and business development practices