About this role
The Associate Relationship Manager I supports Relationship Managers in sales and servicing, identifying prospects and developing client solutions. The role involves performing industry research, maintaining prospect profiles, and preparing client presentations.
Key Responsibilities
- Partner with Relationship Managers in sales and servicing to identify client solutions
- Assist in identifying and qualifying prospects
- Conduct industry research
- Create and maintain prospect profiles
- Create client presentations
Technical Overview
CRM familiarity and Microsoft Office proficiency; basic knowledge of financial analysis and risk concepts; banking systems exposure.
Ideal Candidate
The ideal candidate is an entry-level Associate Relationship Manager with 1-2 years of commercial banking experience, strong communication skills, and the ability to develop client solutions through prospecting and KYC diligence.
Must-Have Skills
Bachelor's degree in Business (e.g. Business AdministrationFinanceAccounting) or equivalent work experience preferred1-2 years of related commercial bankingfinanceaccounting or similar experienceNovice knowledge of financial and risk analysisNovice knowledge of US economy and regulationsNovice sales and business development acumenExperience with commercial lending credit policies and guidelines is preferredbut not requiredKnowledge of B2BCCASAFSRIMSCHQLoan Doc Prep System (or equivalent vendor systems)and other banking systems preferredbut not requiredProficient in all Microsoft Office softwareStrong verbal and written communication skillsCRM usage
Nice-to-Have Skills
Local / Regional market dynamics understandingKnowledge of banking systems (B2BCCASAFSRIMSCHQLoan Doc Prep System)Experience with client presentations
Tools & Platforms
CRMMicrosoft Office
Required Skills
Bachelor's degree in Business (e.g. Business AdministrationFinanceor Accounting) or equivalent; 1-2 years of related commercial banking experience; Financial and risk analysis; Verbal and written communication; CRM usage; Microsoft Office
Hard Skills
CRMKYC due diligencepricing analysisclient presentationsrelationship managementcommercial lending policiesMicrosoft Office
Soft Skills
verbal communicationwritten communicationnegotiationpresentationcritical thinkingproblem solvingtime management
Keywords for Your Resume
associate relationship managerrelationship managercommercial bankingbankingkyc due diligencepricing analysiscrmmicrosoft officeclient presentationsbusiness developmentsalescredit policiesbanking systemsrisk analysisfinancial analysisprospect researchindustry researchrelationship managementCRMKYC due diligenceMicrosoft Office
Deal Breakers
Bachelor's degree in Business or equivalent, 1-2 years of related commercial banking experience, Proficiency with Microsoft Office
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