What We DoThe Associate Relationship Manager, Banking Services supports Relationship Managers and Business Development Managers in delivering exceptional client service and strengthening banking relationships. This role serves as a key partner in client onboarding, account maintenance, relationship support, and business development activities while helping identify and coordinate banking solutions that meet client needs. The ideal candidate is highly organized, client-focused, and experienced in banking or financial services environments.
What You'll Do: - 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.
- Assist with deposit account activity, account documentation, and other banking-related client needs.
- 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.
- Meet regularly with Relationship Managers, Business Development Managers, and internal partners to review client needs, service issues, opportunities, and relationship priorities.
- Support client communication and follow-up to ensure timely completion of requests, documentation, and service items.
- Provide professional, responsive service to banking clients while helping strengthen long-term client relationships.
- Works on problems of moderate scope where analysis of situations or data requires review of a variety of factors.
- Exercises judgment within defined procedures and practices to determine appropriate action.
- Follows department processes and procedures and makes recommendations to improve efficiency, client experience, and relationship support.
- Supports client relationships, business development initiatives, and relationship management activities that contribute to department revenue, client retention, and growth objectives.
- Typically supports a defined portfolio of banking client relationships and/or business development opportunities in partnership with Relationship Managers and Business Development Managers.
What You'll Bring: - 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.
- Experience preferred in banking, financial services, client relationship support, business development support, or a related field.
- Working knowledge of banking products and services, including deposit accounts, treasury management services, client onboarding, account maintenance, and client service processes.
- Ability to support banking clients with professionalism, discretion, and a strong service orientation.
- Strong ability to work closely with Relationship Managers, Business Development Managers, and internal partners to support client needs and relationship growth.
- 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.
- Strong client service, advisory, problem-solving, and follow-up skills.
- Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
- Experience working with business professionals and commercial banking clients preferred.
- Working knowledge of Word, Excel, Outlook, and client relationship management systems.
Pay Range: $85,000.00 - $113,300.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
