Associate Relationship Manager, Banking Services (Remote)
Core
Supports Relationship Managers and Business Development Managers in delivering exceptional client service, strengthening banking relationships, and coordinating banking solutions for clients.
Role type
Associate Relationship Manager (Banking Services)
Builds
Banking client relationships and account portfolios
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
client onboarding, account maintenance, documentation collection, banking solutions coordination, business development support, compliance monitoring, report preparation, client communication, portfolio management
Preferred skills
treasury management, commercial banking, private banking, business development, commercial banking clients
Technologies
Word, Excel, Outlook, client relationship management systems
Responsibilities
Support client onboarding and account maintenance; coordinate banking solutions and products; assist with business development activities and pipeline tracking; monitor client accounts for compliance; prepare reports and presentation materials; maintain accurate client relationship records.
Seniority
Mid-level, hands-on IC
