Associate Relationship Manager I
Core
Associate Relationship Manager I responsible for building long-term customer relationships, developing loan packages, and managing small business banking products.
Role type
Associate Relationship Manager (Commercial Banking)
Builds
Loan packages, customer relationships, and small business banking products (loans, depository accounts, trusts, cash management)
Domain
Banking / Commercial Lending
Deliverable
client delivery
Required skills
Financial analysis, loan package development, sales goal achievement, client relationship management, regulatory compliance knowledge, Microsoft applications proficiency
Preferred skills
Financial statement analysis, advanced accounting coursework, high GPA
Technologies
Lending systems, Microsoft applications
Responsibilities
Develop loan packages and make recommendations by analyzing size and structure; achieve monthly call and product sales goals; process referrals for small business products; support specific geographic areas and customer relationships; attend Financial Services University training; report weekly activity and marketing results
Seniority
Entry-level / Associate
