Associate Relationship Manager

• Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests.
• Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs, effectively onboarding new clients.  Acts a bridge between the organization and clients.
• Provides support group sales efforts with activities such pre-call planning, overseeing marketing materials as part of prospect outreach, client proposals, pitch books, overall managing prospect list.
• Oversight of daily customer & risk reports including new account reports, significant activity, significant change, large deposit, detailed transaction report, Oasis and month-end reports. Will market/cross-sell other products and services as appropriate to customer needs.
• Understands compliance requirements around KYC/AML laws and monitors and reports findings appropriately.  Ensures data integrity for all customer account information.  Other duties as assigned.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.

• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Required Qualifications:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent and one to two years of related experience.
• Banking in a commercial bank environment.
• Financial products, services, compliance.
• KYC-AML (required).

Preferred Qualifications:

• Minimum experience required: 5+ Years of related banking experience in a similar role.

Job Competencies:

• Interpersonal, customer service, proactive approach to customer relationship management.
• Make independent decisions.
• Manage time effectively.
• Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.