Associate Relationship Manager, Banking Services

First American

Associate Relationship Manager supporting Relationship Managers in banking services and client relationship management. Managing client onboarding and account maintenance while ensuring exceptional service and results.

Posted 7/10/2026full-timeRemote • California, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $113,300 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client OnboardingAccount MaintenanceDocumentation CollectionPipeline TrackingRisk Management GuidelinesTreasury Management ServicesDeposit AccountsClient Service Processes

Soft Skills

Attention to DetailOrganizationAccountabilityTeam CollaborationIndependent Work