Associate Relationship Manager I
On-siteHouston, Texas, United States
Job Summary
Attend Financial Services University (FSU) for comprehensive hands-on credit training and learn best practices for lending systems. Develop loan packages by analyzing size and structure, conduct approval assessments, and process referrals for small business products including loans, depository accounts, trusts, and cash management services. Become familiar with clients and their business needs to act on them effectively, while achieving monthly call and product sales goals set by the sales coach. Report weekly activity and marketing results to the sales coach, manage and support loan commitments with accuracy, and stay up to date on bank products through regular training classes. Support specific financial centers' defined geographic areas and customer relationships once accounts are opened.
Required Qualifications
- Bachelor's degree in business, preferably accounting or finance
- Minimum 2.75 GPA
- 6+ hours of accounting or equivalent graduate-level coursework
- Excellent written and verbal communication skills
- Strong organizational and time management skills
- Previous banking experience and knowledge of bank products
- Proficient in Microsoft applications
Desired Qualifications
- GPA of 3.0 or better in your major
- Undergraduate or graduate coursework emphasizing financial statement analysis
- 9+ hours of Accounting, including Intermediate Accounting I, or equivalent graduate level Accounting
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