Associate Relationship Manager CRE

Primary Functions of the Position

• Serves as a liaison between the Relationship Management Team (RMT), internal partners, vendors, and the client to allow the RMT to stay primarily externally focused
• Assists in coordinating the credit approval process and the loan closing process while complying with internal policies and procedures
• Gathers financial and other information in conjunction with the RMT to formulate strategies to generate revenue via credit products
• Consults with customers in all aspects of servicing the portfolio, and takes appropriate action to manage and retain the portfolio
• With the RMT, proactively develops the sourcing and prospecting of existing or new clients through direct calling, referrals, centers of influence, or intermediaries
• Manages and maintains a small client portfolio with the supervision of a Relationship Manager

Education And Experience Requirements

• Bachelor’s Degree
• Minimum 3 years of banking experience

Essential Skills And Abilities

• Demonstrated knowledge of commercial real estate
• Highly proficient in MS Office, specifically Excel and Word
• Strong customer services skills
• Professional interpersonal and communication skills
• Strong analytical skills
• Demonstrated ability to use independent judgement

Job Description Summary

The Associate Relationship Manager is an integral member of the Commercial Real Estate Relationship Management Team, providing support in managing existing loans and relationships and actively participating in the drive to accelerate the growth of new loans, liquidity opportunities, and new relationships within the group. Under guidance from members of the Relationship Management Team, the Associate Relationship Manager will have direct client responsibility and the opportunity to evolve their business development skills through calling and prospecting activities.

Total Compensation

• Total compensation includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits Package

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Guiding Behaviors

• Develop
• Collaborate
• Decide
• Deliver
• Improve

Company Culture

• At Raymond James, our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view.
• We expect our associates at all levels to grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes
• Makes prompt, pragmatic choices and acts with the client in mind
• Takes ownership and holds themselves and others accountable for delivering results that matter
• Contributes to the continuous evolution of the firm

EEO Statement

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.