Associate Relationship Manager I

About the role

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. As an Associate Relationship Manager I, you’ll create and foster long-term relationships through interactive training, mentoring from successful commercial lenders, and hands-on administration of customer portfolios. You’ll gain valuable analytical skills, sales experience, and an understanding of Frost’s relationship management process and culture.

Responsibilities

• Attend Financial Services University (FSU), a comprehensive hands-on formal credit training program focusing on financial analysis training, lending systems, and Frost culture
• Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments
• Become familiar with clients and their business to understand and act on their needs
• Achieve monthly call and product sales goals set by the sales coach
• Report weekly activity and marketing results to the sales coach of business banking
• Manage and support loan commitments with accuracy and efficiency
• Champion Frost’s philosophy and core values by caring for clients, going above expectations, and delivering excellence
• Process referrals from financial center relationship managers and other bank areas for small business products, including loans, depository accounts, trusts, and cash management services
• Support specific financial centers’ defined geographic areas, census tracts, and customer relationships after products are sold and accounts are opened
• Stay up to date on bank products and services by regularly attending training classes

Requirements

• Bachelor’s degree in business, preferably accounting or finance, with a minimum 2.75 GPA
• 6+ hours of accounting or equivalent graduate-level coursework
• Excellent written and verbal communication skills
• Strong organizational and time management skills
• Previous banking experience and knowledge of bank products
• Proficient in Microsoft applications

Preferred Qualifications

• GPA of 3.0 or better in your major
• Undergraduate or graduate coursework emphasizing financial statement analysis
• 9+ hours of Accounting, including Intermediate Accounting I, or equivalent graduate-level Accounting

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including an Employee Assistance Program
• Referral bonus program