Relationship Manager Associate
About The Position
Works with Relationship Managers and coverage team members on the day-to-day management of Corporate and Commercial Banking clients. Analyzes financial data and prepares comprehensive written analyses, analyzes portfolio credit quality, assists the Relationship Manager in presenting credit requests to Credit Approval, and identifies products and services that meet customer needs and making appropriate referrals. Higher levels may have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s).
Requirements
- Typically a Bachelor's degree, or equivalent work experience
- Typically four to six years of relevant banking or sales experience
Nice To Haves
- Strong quantitative, analytical, and problem-solving skills
- Intermediate accounting knowledge
- Well-developed relationship building and sales skills
- Effective presentation, written and verbal communication skills
- Credit skills/experience (i.e., financial accounting, commercial lending, industry awareness, loan structuring, etc.) preferred
Responsibilities
- Works with Relationship Managers and coverage team members on the day-to-day management of Corporate and Commercial Banking clients.
- Analyzes financial data and prepares comprehensive written analyses
- Analyzes portfolio credit quality
- Assists the Relationship Manager in presenting credit requests to Credit Approval
- Identifies products and services that meet customer needs and making appropriate referrals.
- May have their own assigned client relationships and may also co-manage client relationships and portfolio credit quality with a Relationship Manager to manage assigned relationships and loan portfolio(s).
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
