Associate Relationship Manager I

About This Role

Build and foster long-lasting client relationships as an Associate Relationship Manager, utilizing analytical skills and sales experience to provide unparalleled banking services within a supportive team culture.

Responsibilities

• Attend Financial Services University (FSU) for formal credit training focused on financial analysis and lending systems
• Develop loan packages and make recommendations by analyzing size, structure, and conducting approval assessments
• Familiarize with clients and their business to understand and act on their needs
• Achieve monthly call and product sales goals set by the sales coach
• Report weekly activity and marketing results to the business banking sales coach
• Manage and support loan commitments with accuracy and efficiency
• Champion Frost’s philosophy and core values by caring for clients and delivering excellence
• Process referrals from financial center relationship managers and other bank areas for small business products, including loans, depository accounts, trusts, and cash management services
• Support specific financial centers’ defined geographic areas, census tracts, and customer relationships post-sale
• Stay up to date on bank products and services through regular training classes

Requirements

• Bachelor’s degree in business with a 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

Qualifications

• Bachelor’s degree in business, preferably accounting or finance

Nice to Have

• 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

Skills

* Required skills

Benefits