Associate Relationship Manager

TriState Capital Holdings • Pittsburgh, PA

348d

About The Position

The Associate Relationship Manager (ARM) - Private Bank Lending will call on their assigned target market, defined as a designated geographical territory or assigned target firms, to establish lending relationships with those firms' high net worth clients. Note that deposit or investment products or services will not be part of the position's responsibility, although referrals are encouraged. The position reports directly to the National Sales Director - Private Bank Lending and will be based out of Pittsburgh, PA. The Position will require travel as necessary (typically 2-3 days a week on average).

Requirements

• Bachelor's Degree required
• Minimum 2-4 years of financial services experience required, including private banking, brokerage, or asset management experience

Nice To Haves

• Experience in building and developing relationships and working the designated territory
• Excellent verbal and communication skills
• Excellent organization skills, attention to detail and the ability to work independently in a fast-paced environment with minimal direction
• Well-developed customer relationship skills

Responsibilities

• Work with the EVP of Private Banking, National Sales Director, Key Accounts Management, Relationship Managers, and the Inside Sales Team to identify target Financial Advisors of the designated firms.
• Make a minimum number of phone and in person calls to new advisors as well as to advisors with existing TriState Capital Bank relationships, which will require 40% - 50% travel to visit advisors and office managers in the assigned target market.
• Grow the loan portfolio annually, produce a minimum amount of Gross loan fundings annually, and produce a minimum number of new loans applications annually based on pre-established individual growth and production goals.
• Complete a minimum number of prospecting and 'cold' calls monthly.
• Develop new business by identifying and contacting existing or prospective Financial Advisors, Financial Advisory Firms, Office Managers, and Business Development Officers to promote the Bank's lending services.
• Use the Bank's CRM and marketing plans to maximize target market coverage and informational management reporting.
• Work closely with the Relationship Managers and Inside Sales Team to deliver the Bank's lending programs to new and existing clients.
• Interface and coordinate efforts within the targeted offices and firms, FA's, and clients when applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees