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.

Additional Accountabilities

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.