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Assistant Relationship Manager Jobs in Utah (NOW HIRING)

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Assistant Relationship Manager information

See Utah salary details

$25.5K

$73.5K

$127.9K

How much do assistant relationship manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for assistant relationship manager in Utah is $73,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $96,000.00 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 managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.

What is the work of an assistant relationship manager?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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 are the most commonly searched types of Relationship Manager jobs in Utah?

The most popular types of Relationship Manager jobs in Utah are:

What cities in Utah are hiring for Assistant Relationship Manager jobs?

Cities in Utah with the most Assistant Relationship Manager job openings:

Assistant Relationship Manager jobs near you
Infographic showing various Assistant Relationship Manager job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $73,472 per year, or $35.3 per hour.

Commercial Banking Underwriter - Assistant Relationship Manager

Northwest Bank

Cottonwood Heights, UT

Full-time

Posted 15 days ago

Job description

Description

Job Overview

The ARM supports Relationship Managers (RMs) in managing client relationships and credit workflow. The ARM conducts credit analyses including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers and portfolios. The ARM provides timely, accurate financial analysis and makes recommendations regarding the extension of credit (via credit memos); develops key discussion points and questions to assist in analyzing loan opportunities; works with RMs, Loan Coordinator and customers to close loans and/or assist in monitoring and administering the loan portfolio in accordance with loan approval as necessary / requested..

Requirements

Essential Duties & Responsibilities

  • Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; and provide the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's customer service standards.
  • Adhere to defined Service Level Agreements, both internal and external.
  • Investigate, interpret and analyze credit reports.
  • Spread and analyze financial statements and information to evaluate existing and projected company cash flow.
  • Work with Loan Coordinator to order all necessary reports (UCC lien searches, title, insurance, appraisals / evaluations, environmental, flood, etc.)
  • Review all necessary reports, including title, independent appraisal and collateral exam.
  • Develop list of key information necessary to support the loan approval process.
  • Prepare detailed Credit Memorandums with defined Credit Quality Expectations and within Credit policies and procedures for review and approval.
  • Make underwriting recommendations to the Relationship Manager, Market President, and Credit Administration, as appropriate.
  • Assist in monitoring loans through timely collection of financial information / tickler management.
  • Assist in the creation and maintenance of customer files within defined bank standards.
  • Review financial information for loan compliance to maximize credit quality and minimize risk and potential loss.
  • Assist RM and Loan Coordinator with maintaining current financial information consistent with loan approval and ensure maintenance of the credit file.
  • Serve as an important part of the Relationship Management team.
  • As requested by RM, attend customer meetings and take notes to assist in underwriting and evaluating risk.
  • As requested by RM, work with loan applicants to ensure loan packages are complete.
  • Participate in Credit Trainings to remain current on standards and expectations.
  • As requested by RM, assist in the preparation of Preflights and LOI's.
  • Review portfolio reports to be informed of workflow, maturing loans (early identification of need for loan extensions), covenant compliance, etc.
  • Analyze/recommend line draws (via Borrowing Base Certificates, Construction Draws, etc.) as requested by RM.
  •  Support collection of past due accounts as requested by RM.
  • Assist with customer calls and marketing efforts as requested.
  • Maintain knowledge of and compliance with banking regulations.
  • Be knowledgeable of and able to promote all bank products and services.
  • Perform other duties as assigned.


Required Qualifications:

  • Bachelor's degree in Business, Finance, or related area; or equivalent work experience.
  • 1 year of experience in credit analysis and/or lending activities.


Preferred Qualifications: 

  • Developed credit analysis and analytical skills.
  • Thorough understanding of business cash flow and differing legal business structures.
  • Good knowledge of economics, accounting, and finance.
  • Basic knowledge of risk analysis.
  • Thorough knowledge of lending policies and procedures preferred.
  • Proficient computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); spreadsheet applications to organize data used for advanced data analysis; internet; email; and bank software.
  • Experience with financial analysis software such as Moodys and Bukers.
  • Effective oral and written communication and time management skills.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit; use hands and talk or hear. The employee is occasionally required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl.



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