Associate Relationship Manager
Core
Partner with Relationship Managers to support sales and servicing efforts, perform financial and risk analyses, and assist in developing client solutions.
Role type
Associate Relationship Manager (Junior IC)
Builds
Client solutions and business development pipelines for commercial banking clients
Domain
Commercial Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial and credit risk analysis, Sales and business development, Commercial lending practices, Client prospecting and qualification, Deal screening and pricing analysis, Microsoft Office Suite
Preferred skills
Understanding of local/regional market dynamics, Corporate legal structures
Responsibilities
Partner with RMs to support sales and servicing activities, Identify and qualify prospects through industry and client research, Create and maintain client management records, Conduct initial pricing analysis and generate relationship pricing models, Engage in direct client contact to support relationship development, Draft initial deal screens and opportunity memos
Seniority
Junior, entry-level to early career