Associate Relationship Manager, Banking Services

🔥 0 minutes ago

🏄 California, Washington – Remote

🏄 California – Remote ☕ Washington – Remote

💵 $85k - $113.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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First American

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1889

🏠 Real Estate

💸 Finance

🏢 Enterprise

Real Estate • Finance • Enterprise

First American is a historical company that has been operating since 1889, evolving into a $9 billion organization with over 20,000 employees and more than 700 offices worldwide. The company provides a range of products and services that assist homebuyers, sellers, businesses, and investors in the real estate market. With a strong focus on employee engagement and culture, First American emphasizes innovation, technology, and community involvement, driving transformation within the real estate industry.

📋 Description

• Support Relationship Managers and Business Development Managers in managing and expanding banking client relationships. • Serve as a key point of contact for clients, prospects, internal partners, and external business contacts to help ensure a high level of service and responsiveness. • Assist with client onboarding, account maintenance, documentation collection, and ongoing relationship support. • Help identify client needs and coordinate appropriate banking solutions, products, and services in partnership with Relationship Managers and Business Development Managers. • Support business development activities, including preparation for client meetings, prospect follow-up, relationship reviews, and pipeline tracking. • Coordinate with internal banking partners, operations teams, New Accounts, Client Services and other departments to support client requests and resolve service needs. • Maintain accurate client relationship information, account records, contact updates, and activity notes within applicable systems. • Monitor client accounts and relationship activity to help ensure compliance with established company policies, procedures, regulatory requirements, and risk management guidelines. • Prepare reports, account summaries, client presentation materials, and other documentation to support relationship management and business development efforts.

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Minimum of 3 years of related work experience, including experience in client relations, banking, financial services, business development support, or relationship management support • Banking, treasury management, commercial banking, private banking, or financial services experience preferred • Working knowledge of banking products and services, including deposit accounts, treasury management services, client onboarding, account maintenance, and client service processes • Strong written and verbal communication skills. • High level of accountability, organization, follow-through, and attention to detail. • Ability to work independently while also contributing effectively in a team environment. • Experience working with business professionals and commercial banking clients preferred. • Working knowledge of Word, Excel, Outlook, and client relationship management systems.

🏖️ Benefits

• Medical • Dental • Vision • 401k • PTO/paid sick leave • Employee stock purchase plan