Associate Relationship Manager I
On-siteCorpus Christi, Texas, United States
Job Summary
Attend Financial Services University (FSU) for comprehensive credit training and learn lending systems. Develop loan packages by analyzing size and structure, then conduct approval assessments. Become familiar with clients to understand and act on their needs while achieving monthly call and product sales goals. Report weekly activity and marketing results to the sales coach and manage loan commitments with accuracy. Process referrals for small business products including loans, depository accounts, trusts, and cash management services. Support specific financial centers' 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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