Assistant Relationship Manager - Financial Institutions (225-925)

The Assistant Relationship Manager for Financial Institutions plays a crucial role in supporting and enhancing the business relationships between the bank and its financial institution clients. This position involves the management and development of accounts, ensuring client satisfaction and retention. The role requires a proactive approach to client management, necessitating excellent communication and organizational skills to understand and meet the diverse needs of financial institutional clients. The Assistant Relationship Manager works closely with senior management and other departments to provide comprehensive solutions that align with the clients’ business objectives. This role is instrumental in maintaining the portfolio’s financial health, driving revenue growth, and delivering outstanding client service. Candidates should have a strong background in finance and an affinity for building and nurturing client relationships in a dynamic environment.

Responsibilities

• Assist in managing and developing relationships with financial institution clients through regular communication.
• Conduct detailed market analysis to identify new business opportunities within the financial sector.
• Collaborate with senior Relationship Managers to strategize and implement effective client solutions.
• Ensure high levels of customer satisfaction by promptly addressing and resolving client queries and concerns.
• Prepare detailed financial reports and presentations for client meetings and internal reviews.
• Monitor account health and profitability, ensuring alignment with business objectives and financial targets.
• Facilitate seamless onboarding processes for new financial institution clients and deliver tailored solutions.
• Maintain up-to-date knowledge of industry trends and regulatory changes impacting financial institutions.
• Coordinate with internal departments to enhance service delivery and cross-sell additional bank services.
• Support in the development and execution of strategic plans to enhance client retention and business growth.
• Regularly update the CRM system with accurate client information, assuring data integrity and accessibility.
• Assist in organizing and attending client events, contributing to the bank’s networking and brand initiatives.

Requirements

• Bachelor’s degree in finance, business administration, or a related field required.
• Proven experience in financial services, ideally in a client-facing role.
• Excellent interpersonal skills with the ability to build and maintain strong client relationships.
• Strong analytical skills to assess and interpret financial data and market trends.
• Effective communicator, both verbal and written, with presentation capabilities.
• Proficiency in using CRM software and Microsoft Office Suite for client management tasks.
• Ability to work independently as well as collaboratively in a team-oriented environment.