Associate Relationship Manager I
Core
Creating and fostering long-term relationships with small business clients by analyzing loan packages, managing customer portfolios, and selling banking products.
Role type
Associate Relationship Manager (Small Business Banking)
Builds
Loan commitments, depository accounts, trusts, and cash management services for small businesses
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
Financial analysis, loan package development, sales goal achievement, customer relationship management, Microsoft applications proficiency
Preferred skills
Financial statement analysis, Intermediate Accounting knowledge
Responsibilities
Develop loan packages and make recommendations, achieve monthly call and product sales goals, process referrals for small business products, support specific geographic areas and customer relationships, report weekly activity and marketing results
Seniority
Entry-level, hands-on IC
