Assistant Relationship Manager - Commercial, Coast
Core
Support business development and risk management for a portfolio of Commercial clients, acting as a principal point of contact and assisting the Relationship Manager.
Role type
Assistant Relationship Manager (Commercial Banking)
Builds
Commercial banking products and services for small-to-mid-sized business clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
customer relationship management, business development, risk management, credit application support, regulatory compliance, product knowledge, independent work, self-leadership
Preferred skills
sales experience, ability to work in competitive environments, agility, proactive problem solving
Technologies
CCRS (Credit Creation and Risk System), internal banking systems
Responsibilities
Act as principal point of contact for customers in the absence of the Relationship Manager; conduct customer due diligence and onboarding; support credit applications and facility reviews; monitor portfolio risks and compliance; drive customer digitization; maintain client information and relationship plans.
Seniority
Junior to Mid-level, hands-on IC
