Associate Relationship Manager

Job Responsibilities

• Responds to client inquiries and requests regarding accounts.
• Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed.
• Acts as liaison to Private Client Services (PCS) group for transaction requests.
• Affords support group sales efforts with activities such pre-call planning, overseeing marketing materials as part of prospect outreach, client proposals, pitch books, overall managing prospect list.
• Oversees daily customer & risk reports including new account reports, significant activity, significant change, large deposit, detailed transaction report, Oasis and month-end reports.
• Provides support for marketing/cross-selling other products and services as appropriate to customer needs.
• Understands compliance requirements around KYC/AML laws and monitors and reports findings appropriately.
• Ensures data integrity for all customer account information.
• Uses independent judgement and discretion to make decisions.
• Analyzes and resolves problems.

Job Requirements

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 2+ Years of related experience in banking in a commercial environment.
• Experience with financial products, services and compliance.
• Experience with KYC-AML.

Preferred Qualifications

• Minimum experience required: 1+ years in similar role.

Job Competencies

• Excellent interpersonal, customer service, proactive approach to customer relationship management.
• Ability to work independently and make independent decisions.
• Good time management skills.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
• Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.