5 дней назад
Associate Relationship Manager (Commercial Real Estate/Business Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Relationship Manager (Commercial Real Estate/Business Banking): Supporting senior bankers in managing and servicing commercial real estate and business banking client portfolios with an accent on relationship management, client service coordination, documentation, and portfolio administration. Focus on identifying client opportunities, preparing client and prospect materials, maintaining accurate pipeline information, and coordinating solutions with internal business partners.
Location: AZ - Phoenix (85016), United States; in-office role
Company
provides banking and financial services to commercial real estate and business banking clients.
What you will do
- Support senior bankers in managing and servicing commercial real estate and business banking client portfolios.
- Coordinate client service activities, documentation, follow-up, and portfolio administration.
- Maintain accurate portfolio, pipeline, contact management, and sales information.
- Prepare client and prospect materials and facilitate follow-up with Relationship Managers and business partners.
- Identify opportunities to acquire, expand, and retain client relationships and support revenue growth.
- Conduct discovery conversations, identify client solutions, and coordinate execution with internal partners.
Requirements
- Foundational understanding of banking and financial services processes.
- Ability to support client service, documentation, portfolio administration, and follow-up activities accurately.
- Strong organization, communication, interpersonal, and follow-through skills.
- Ability to coordinate with internal and external partners and follow established procedures, policies, and controls.
- Comfort using reporting, contact management, pipeline, and sales support tools.
- University or college degree, typically with 2+ years of relevant professional experience; a comparable combination of education, certification, and experience may be considered.
Culture & Benefits
- In-office work in Phoenix with a supportive and inclusive workplace culture.
- Medical, prescription, dental, vision, life insurance, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15 to 25 vacation days depending on career level.
- Employment visa sponsorship and STEM OPT are not provided.
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