ZipRecruiter

Log In

1

Assistant Relationship Manager Jobs (NOW HIRING)

next page

Showing results 1-20

People also search for

All JobsAssistant Relationship Manager Jobs

Assistant Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do assistant relationship manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for assistant relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

What does an Assistant Relationship Manager do?

An Assistant Relationship Manager supports senior relationship managers in managing client accounts, building strong client relationships, and ensuring client satisfaction. They help with account administration, prepare reports, assist in identifying client needs, and work to resolve any issues or concerns clients may have. This role often involves communicating with clients, coordinating with internal teams, and contributing to the overall growth of the business by supporting sales and service activities.

What are the key skills and qualifications needed to thrive as an Assistant Relationship Manager, and why are they important?

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

How does an Assistant Relationship Manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.
What cities are hiring for Assistant Relationship Manager jobs? Cities with the most Assistant Relationship Manager job openings:
What are the most commonly searched types of Relationship Manager jobs? The most popular types of Relationship Manager jobs are:
What states have the most Assistant Relationship Manager jobs? States with the most job openings for Assistant Relationship Manager jobs include:
Assistant Relationship Manager jobs near you
HOA Assistant Relationship Manager

HOA Assistant Relationship Manager

Columbia Banking System, Inc.

Dallas, TX • On-site

$25 - $36/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

About the Role:
The HOA Associate Relationship Manager at Columbia Bank plays a key role in supporting our Community Association Banking division. In this position, you will work alongside a dedicated team of Relationship Managers to drive business development, manage existing HOA client relationships, and help deliver customized Treasury Management products and services. You will serve as a trusted point of contact for current clients while actively identifying and pursuing new business opportunities - all in support of enhancing the financial operations of our property management clients. This role blends sales energy with strong relationship-building skills, and is an excellent opportunity for someone looking to grow their career in commercial banking.
  • Identify and contact new HOA & Property Management companies (prospects) via cold calling
  • Set new business sales appointments using a systematic approach of cold calling, emails, and other marketing methods and tools (marketing templates, bank sponsored events, tradeshows, etc.)
  • Consult with HOA Relationship Managers on newly identified HOA depository opportunities to jointly develop new clients for the Community Association Banking division
  • Generate additional opportunities with existing customers
  • Participate in select events, tradeshows, and customer site visits in support of the Relationship Manager by promoting the bank's available services and financial products
  • Assist in coordinating and registering for industry tradeshow events and show logistics (collateral materials, shipping & booth setup), which may require minimal travel
  • Develop a clear understanding of both prospect and customer needs and strategies, with an ability to provide advice and solutions using Columbia Bank's custom HOA products and services
  • Support the Relationship Manager and Client Service team in ongoing communication with customers, including coordinating and presenting routine Customer Client Reviews and Due Diligence reporting
  • Assist the RM in independently monitoring clients' use of Treasury Management services, updating them on new enhancements, and serving as an escalation point for issues where commercial customer service and the Client Service team need assistance
  • Manage customer relationships through the Bank's CFM system to ensure customers are receiving the care and service that meets their expectations
  • Discuss and evaluate current business requirements to anticipate additional customer needs and/or concerns; follow up on deposit and credit line expirations and renewals on a regular basis
  • Assist in managing account level exception pricing communication with appropriate officers of property management clients and/or association boards
  • Communicate and collaborate with internal stakeholders and departments to help achieve customer goals and address customer needs
  • Support Bank compliance efforts by completing pertinent courses
  • Maintain expertise regarding trends in banking products, delivery channels, and regulatory, operational and compliance issues by reading appropriate sources and attending relevant workshops and presentations
  • Assist with collection and processing of necessary documentation to open, close and renew all types of deposit and loan accounts, including consumer and commercial savings accounts, certificates of deposit and checking accounts
  • Ensure quick and accurate execution of customer requests
  • Obtain necessary information for preliminary underwriting purposes
  • Other duties as assigned

About You
  • 1+ years of experience in Branch Banking Operations, Treasury Management, Deposit Sales or related experience with a Financial Institution
  • Business Development or related operations experience in the Property Management industry will also be considered
  • Bachelor's Degree in related field required, or equivalent experience
  • Experience in developing and maintaining strong customer relationships
  • Applies professional guidance, consistent with Bank policies and procedures, to resolve a variety of issues in creative ways
  • Works on problems of routine to moderate scope where analysis of situations or data requires evaluation of a variety of factors
  • Builds productive internal/external working relationships

The base pay range for this role is $25.00 to $36.00.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
15301 North Dallas Parkway Suite 850 Addison TX 75001
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Apply